|
26
|
TownSquare Capital
Provo,
Utah
|
$26.1M
|
-$2.61M
|
-64,077
|
-9%
|
|
|
27
|
Morningstar Investment Services
Chicago,
Illinois
|
$24.9M
|
-$621K
|
-15,244
|
-3%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.8M
|
-$1.65M
|
-40,596
|
-7%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
+$444K
|
+10,887
|
+2%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$22.5M
|
+$3.13M
|
+76,828
|
+17%
|
|
|
31
|
Spinnaker Trust
Portland,
Maine
|
$20.7M
|
-$1.62M
|
-39,681
|
-8%
|
|
|
32
|
Peterson Wealth Advisors
Orem,
Utah
|
$19.4M
|
-$350K
|
-8,587
|
-2%
|
|
|
33
|
Frontier Wealth Management
Kansas City,
Missouri
|
$17.7M
|
-$123K
|
-3,015
|
-0.7%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
+$5.26M
|
+129,146
|
+45%
|
|
|
35
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$17.2M
|
+$10.6M
|
+261,120
|
+178%
|
|
|
36
|
Good Life Advisors
Reading,
Pennsylvania
|
$16.8M
|
+$1.43M
|
+35,061
|
+10%
|
|
|
37
|
Barber Financial Group
Lenexa,
Kansas
|
$15.4M
|
-$2.35M
|
-57,624
|
-14%
|
|
|
38
|
Pure Financial Advisors
San Diego,
California
|
$15.2M
|
-$2.59M
|
-63,626
|
-15%
|
|
|
39
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$14.7M
|
-$1.34M
|
-32,858
|
-7%
|
|
|
40
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.4M
|
-$498K
|
-12,211
|
-4%
|
|
|
41
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$10.4M
|
+$141K
|
+3,463
|
+1%
|
|
|
42
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.99M
|
-$1.33M
|
-32,659
|
-12%
|
|
|
43
|
IHT Wealth Management
Chicago,
Illinois
|
$9.19M
|
+$2.95M
|
+72,311
|
+50%
|
|
|
44
|
Alexandria Capital
Arlington,
Virginia
|
$9.12M
|
+$171K
|
+4,204
|
+2%
|
|
|
45
|
Allen Capital Group
Grand Island,
Nebraska
|
$8.93M
|
-$244K
|
-5,993
|
-3%
|
|
|
46
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.6M
|
-$412K
|
-10,120
|
-5%
|
|
|
47
|
Islay Capital Management
Lubbock,
Texas
|
$8.52M
|
+$8.18M
|
+200,825
|
+27,662%
|
|
|
48
|
KWB Wealth
Redlands,
California
|
$8.26M
|
+$934K
|
+22,912
|
+13%
|
|
|
49
|
Vivaldi Capital Management
Chicago,
Illinois
|
$8.17M
|
+$145K
|
+3,558
|
+2%
|
|
|
50
|
Windsor Capital Management
Phoenix,
Arizona
|
$8.17M
|
-$222K
|
-5,438
|
-3%
|
|
