|
26
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
+$4.16M
|
+126,286
|
+43%
|
|
|
27
|
Global Financial Private Capital
Sarasota,
Florida
|
$10.5M
|
-$3.21M
|
-97,437
|
-23%
|
|
|
28
|
First Horizon Advisors
Memphis,
Tennessee
|
$9.29M
|
-$150K
|
-4,556
|
-2%
|
|
|
29
|
VCU Investment Management
Richmond,
Virginia
|
$8.92M
|
+$953K
|
+28,908
|
+12%
|
|
|
30
|
Banco Santander
Madrid,
Spain
|
$8.24M
|
+$1.36M
|
+41,380
|
+19%
|
|
|
31
|
SigFig Wealth Management
San Francisco,
California
|
$8.04M
|
+$92.9K
|
+2,818
|
+1%
|
|
|
32
|
Planning Solutions Group
Fulton,
Maryland
|
$7.72M
|
+$7.87M
|
+238,636
|
New
|
|
|
33
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.58M
|
+$1.12M
|
+33,889
|
+17%
|
|
|
34
|
WrapManager Inc
Mill Valley,
California
|
$7.29M
|
+$895K
|
+27,130
|
+14%
|
|
|
35
|
Founders Financial Securities
Towson,
Maryland
|
$6.89M
|
+$7.02M
|
+212,901
|
New
|
|
|
36
|
LPL Financial
San Diego,
California
|
$6.82M
|
+$3.83M
|
+116,119
|
+123%
|
|
|
37
|
Ballentine Partners
Waltham,
Massachusetts
|
$6.76M
|
+$6.89M
|
+208,869
|
New
|
|
|
38
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.72M
|
+$412K
|
+12,485
|
+6%
|
|
|
39
|
Syntal Capital Partners
Midland,
Texas
|
$6.41M
|
+$6.44M
|
+195,345
|
New
|
|
|
40
|
Advisor Group
Phoenix,
Arizona
|
$6.07M
|
+$4.6M
|
+139,457
|
+290%
|
|
|
41
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$5.93M
|
+$2.41M
|
+73,154
|
+67%
|
|
|
42
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.86M
|
-$24.1K
|
-731
|
-0.4%
|
|
|
43
|
Pure Financial Advisors
San Diego,
California
|
$5.81M
|
+$1.27M
|
+38,387
|
+27%
|
|
|
44
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$5.74M
|
+$5.85M
|
+177,430
|
New
|
|
|
45
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$5.55M
|
-$2.51M
|
-76,072
|
-31%
|
|
|
46
|
ERn Financial LLC
Middleton,
Wisconsin
|
$5.45M
|
+$5.56M
|
+168,498
|
New
|
|
|
47
|
Trilogy Capital
Irvine,
California
|
$5.02M
|
-$81.3K
|
-2,466
|
-2%
|
|
|
48
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$4.83M
|
+$3.34M
|
+101,201
|
+211%
|
|
|
49
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.82M
|
+$1.95M
|
+59,088
|
+66%
|
|
|
50
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$4.37M
|
+$1.76M
|
+53,239
|
+65%
|
|
