|
26
|
Spinnaker Trust
Portland,
Maine
|
$18.9M
|
+$3.85M
|
+120,246
|
+29%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$2.59M
|
+80,728
|
+18%
|
|
|
28
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$18.7M
|
+$13.6M
|
+423,431
|
+431%
|
|
|
29
|
Peterson Wealth Advisors
Orem,
Utah
|
$16.7M
|
+$421K
|
+13,136
|
+3%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$16.3M
|
+$430K
|
+13,411
|
+3%
|
|
|
31
|
Barber Financial Group
Lenexa,
Kansas
|
$15.1M
|
-$2.23M
|
-69,668
|
-14%
|
|
|
32
|
Pure Financial Advisors
San Diego,
California
|
$15.1M
|
-$2.86M
|
-89,245
|
-17%
|
|
|
33
|
Frontier Wealth Management
Kansas City,
Missouri
|
$15.1M
|
-$383K
|
-11,944
|
-3%
|
|
|
34
|
M Holdings Securities
Portland,
Oregon
|
$15M
|
-$432K
|
-13,492
|
-3%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.3M
|
+$3.2M
|
+99,977
|
+37%
|
|
|
36
|
Good Life Advisors
Reading,
Pennsylvania
|
$13M
|
+$1.87M
|
+58,289
|
+19%
|
|
|
37
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$12.1M
|
–
|
–
|
–
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.3M
|
+$135K
|
+4,201
|
+2%
|
|
|
39
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$10.2M
|
-$272K
|
-8,497
|
-3%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$879K
|
+27,451
|
+11%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$8.95M
|
+$7.35M
|
+229,580
|
+1,120%
|
|
|
42
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$8.66M
|
+$5M
|
+155,980
|
+182%
|
|
|
43
|
Allen Capital Group
Grand Island,
Nebraska
|
$7.78M
|
-$35.6K
|
-1,112
|
-0.5%
|
|
|
44
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$7.68M
|
-$35.9K
|
-1,122
|
-0.5%
|
|
|
45
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$7.68M
|
+$479K
|
+14,961
|
+8%
|
|
|
46
|
Alexandria Capital
Arlington,
Virginia
|
$7.57M
|
+$522K
|
+16,286
|
+8%
|
|
|
47
|
Windsor Capital Management
Phoenix,
Arizona
|
$7.12M
|
+$129K
|
+4,034
|
+2%
|
|
|
48
|
Larson Financial Group
St Louis,
Missouri
|
$6.89M
|
-$555K
|
-17,321
|
-8%
|
|
|
49
|
Vivaldi Capital Management
Chicago,
Illinois
|
$6.62M
|
+$63.2K
|
+1,974
|
+1%
|
|
|
50
|
Donoghue Forlines
Boston,
Massachusetts
|
$6.25M
|
+$5.6M
|
+174,698
|
New
|
|
