|
26
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15.6M
|
-$148K
|
-4,844
|
-0.9%
|
|
|
27
|
D.J. St. Germain
Springfield,
Massachusetts
|
$15.6M
|
+$1.91M
|
+62,474
|
+14%
|
|
|
28
|
Prentice Wealth Management
Rochester,
New York
|
$15.3M
|
+$1.03M
|
+33,843
|
+7%
|
|
|
29
|
Destiny Wealth Partners
Tavares,
Florida
|
$13.2M
|
-$2.69M
|
-87,878
|
-17%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
+$1.01M
|
+33,054
|
+8%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.9M
|
–
|
–
|
–
|
|
|
32
|
UBP Investment Advisors
Geneva,
Switzerland
|
$12.8M
|
-$13M
|
-426,569
|
-72%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.8M
|
-$1.23M
|
-40,366
|
-9%
|
|
|
34
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.6M
|
+$8.54M
|
+279,407
|
+204%
|
|
|
35
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.7M
|
+$11.8M
|
+385,488
|
+16,252%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.8M
|
+$87.2K
|
+2,852
|
+0.8%
|
|
|
37
|
|
$10.4M
|
+$5.15M
|
+168,548
|
+96%
|
|
|
38
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$10M
|
+$59.4K
|
+1,943
|
+0.6%
|
|
|
39
|
Kestra Advisory Services
Austin,
Texas
|
$9.73M
|
+$1.32M
|
+43,305
|
+16%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$9.3M
|
-$3.65M
|
-119,433
|
-28%
|
|
|
41
|
Cavalier Investments
Alpharetta,
Georgia
|
$9.29M
|
+$914K
|
+29,900
|
+11%
|
|
|
42
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$9.23M
|
+$1.79M
|
+58,655
|
+23%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$9.22M
|
-$2.36M
|
-77,179
|
-20%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.21M
|
+$2.3M
|
+75,218
|
+33%
|
|
|
45
|
Bridge Advisory
Pasadena,
California
|
$9.11M
|
-$3.06M
|
-99,976
|
-25%
|
|
|
46
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$9.02M
|
+$8.41M
|
+275,033
|
+1,189%
|
|
|
47
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.95M
|
-$2.15M
|
-70,353
|
-19%
|
|
|
48
|
TD Private Client Wealth
New York
|
$8.61M
|
-$210K
|
-6,878
|
-2%
|
|
|
49
|
|
$8.54M
|
-$1.8M
|
-58,940
|
-17%
|
|
|
50
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$8.28M
|
+$5.57M
|
+182,191
|
+199%
|
|
