|
26
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$6.66M
|
+$2.63M
|
+103,823
|
+63%
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.57M
|
+$137K
|
+5,407
|
+2%
|
|
|
28
|
Prentice Wealth Management
Rochester,
New York
|
$6.31M
|
+$286K
|
+11,282
|
+5%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.89M
|
-$2.42M
|
-95,326
|
-29%
|
|
|
30
|
Bridge Advisory
Pasadena,
California
|
$5.55M
|
-$114K
|
-4,494
|
-2%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$5.24M
|
-$1.14M
|
-45,013
|
-18%
|
|
|
32
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$4.66M
|
-$36.6K
|
-1,445
|
-0.8%
|
|
|
33
|
|
$4.63M
|
-$9.44M
|
-372,224
|
-67%
|
|
|
34
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$4.53M
|
-$57.4K
|
-2,265
|
-1%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$4.45M
|
-$158K
|
-6,246
|
-3%
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$4.44M
|
-$78.9K
|
-3,110
|
-2%
|
|
|
37
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.44M
|
+$13.4K
|
+530
|
+0.3%
|
|
|
38
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.29M
|
+$252K
|
+9,955
|
+6%
|
|
|
39
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$4.06M
|
+$430K
|
+16,972
|
+12%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$4.01M
|
+$95.4K
|
+3,761
|
+2%
|
|
|
41
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.78M
|
-$259K
|
-10,206
|
-6%
|
|
|
42
|
SMART Wealth
Omaha,
Nebraska
|
$3.45M
|
+$144K
|
+5,695
|
+4%
|
|
|
43
|
IFG Advisory
Atlanta,
Georgia
|
$3.4M
|
+$19.7K
|
+777
|
+0.6%
|
|
|
44
|
Verde Capital Management
Clarkston,
Michigan
|
$3.23M
|
+$99.5K
|
+3,923
|
+3%
|
|
|
45
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.22M
|
+$533K
|
+21,015
|
+19%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$2.99M
|
-$2.31M
|
-91,107
|
-43%
|
|
|
47
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.77M
|
+$41.3K
|
+1,629
|
+1%
|
|
|
48
|
|
$2.69M
|
+$2.5M
|
+98,540
|
+1,029%
|
|
|
49
|
Gries Financial
Cleveland,
Ohio
|
$2.61M
|
+$2.67M
|
+105,263
|
New
|
|
|
50
|
SigFig Wealth Management
San Francisco,
California
|
$2.48M
|
-$70.6K
|
-2,783
|
-3%
|
|
