|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26M
|
+$7.91M
|
+272,699
|
+45%
|
|
|
27
|
Waller Financial Planning Group
Columbus,
Ohio
|
$25.8M
|
+$1.59M
|
+54,873
|
+7%
|
|
|
28
|
First Horizon Advisors
Memphis,
Tennessee
|
$25.6M
|
+$1.82M
|
+62,798
|
+8%
|
|
|
29
|
Global Financial Private Capital
Sarasota,
Florida
|
$23.5M
|
-$23.1M
|
-795,359
|
-50%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$21.2M
|
+$3.03M
|
+104,323
|
+17%
|
|
|
31
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$20.3M
|
+$379K
|
+13,063
|
+2%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.5M
|
–
|
–
|
–
|
|
|
33
|
Pure Financial Advisors
San Diego,
California
|
$19.1M
|
+$878K
|
+30,278
|
+5%
|
|
|
34
|
ERn Financial LLC
Middleton,
Wisconsin
|
$18M
|
+$917K
|
+31,628
|
+5%
|
|
|
35
|
Fairfield University
Fairfield,
Connecticut
|
$17M
|
–
|
–
|
–
|
|
|
36
|
LPL Financial
San Diego,
California
|
$16.6M
|
+$2.41M
|
+83,067
|
+17%
|
|
|
37
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$16.4M
|
+$16.2M
|
+557,628
|
New
|
|
|
38
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$15.8M
|
-$606K
|
-20,910
|
-4%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$15.6M
|
-$415K
|
-14,326
|
-3%
|
|
|
40
|
Brio Consultants
San Francisco,
California
|
$13.4M
|
-$2.68M
|
-92,323
|
-17%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$13.3M
|
-$84.1K
|
-2,901
|
-0.6%
|
|
|
42
|
|
$13.3M
|
-$1.34M
|
-46,374
|
-9%
|
|
|
43
|
United Capital Financial Advisors
Irving,
Texas
|
$13M
|
+$3.58M
|
+123,434
|
+39%
|
|
|
44
|
Goodman Financial
Houston,
Texas
|
$12.8M
|
+$76.9K
|
+2,652
|
+0.6%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.5M
|
+$6.89M
|
+237,644
|
+154%
|
|
|
46
|
|
$11.5M
|
–
|
–
|
–
|
|
|
47
|
WrapManager Inc
Mill Valley,
California
|
$11.1M
|
-$131K
|
-4,519
|
-1%
|
|
|
48
|
SigFig Wealth Management
San Francisco,
California
|
$10.9M
|
+$551K
|
+19,014
|
+5%
|
|
|
49
|
RFG Advisory
Birmingham,
Alabama
|
$10.9M
|
+$2.4M
|
+82,792
|
+29%
|
|
|
50
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$10.8M
|
+$9.25K
|
+319
|
+0.1%
|
|
