|
26
|
Bank of America
Charlotte,
North Carolina
|
$22.5M
|
-$1.03M
|
-23,786
|
-4%
|
|
|
27
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$21.8M
|
+$4.73M
|
+108,916
|
+27%
|
|
|
28
|
Peterson Wealth Advisors
Orem,
Utah
|
$21.4M
|
+$1.24M
|
+28,655
|
+6%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
+$1.51M
|
+34,738
|
+8%
|
|
|
30
|
Spinnaker Trust
Portland,
Maine
|
$19.2M
|
-$2.27M
|
-52,252
|
-11%
|
|
|
31
|
Good Life Advisors
Reading,
Pennsylvania
|
$18.9M
|
+$1.42M
|
+32,797
|
+8%
|
|
|
32
|
Barber Financial Group
Lenexa,
Kansas
|
$16.7M
|
+$618K
|
+14,229
|
+4%
|
|
|
33
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$16.4M
|
-$1.64M
|
-37,813
|
-9%
|
|
|
34
|
Frontier Wealth Management
Kansas City,
Missouri
|
$16M
|
-$2.36M
|
-54,335
|
-13%
|
|
|
35
|
Pure Financial Advisors
San Diego,
California
|
$15.8M
|
+$35.6K
|
+819
|
+0.2%
|
|
|
36
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$12.1M
|
+$6.4M
|
+147,365
|
+115%
|
|
|
37
|
IHT Wealth Management
Chicago,
Illinois
|
$11.6M
|
+$1.99M
|
+45,872
|
+21%
|
|
|
38
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.6M
|
-$383K
|
-8,827
|
-3%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.4M
|
+$1.7M
|
+39,065
|
+17%
|
|
|
40
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$11.3M
|
+$484K
|
+11,145
|
+5%
|
|
|
41
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.1M
|
+$8.04M
|
+185,143
|
+278%
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$9.95M
|
+$1.87M
|
+42,975
|
+23%
|
|
|
43
|
Allen Capital Group
Grand Island,
Nebraska
|
$9.72M
|
+$430K
|
+9,889
|
+5%
|
|
|
44
|
|
$9.62M
|
-$17.7M
|
-407,019
|
-65%
|
|
|
45
|
AE Wealth Management
Topeka,
Kansas
|
$9.24M
|
+$1.5M
|
+34,425
|
+20%
|
|
|
46
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.11M
|
+$174K
|
+4,003
|
+2%
|
|
|
47
|
Alexandria Capital
Arlington,
Virginia
|
$8.91M
|
-$566K
|
-13,021
|
-6%
|
|
|
48
|
Windsor Capital Management
Phoenix,
Arizona
|
$8.62M
|
+$124K
|
+2,848
|
+1%
|
|
|
49
|
Larson Financial Group
St Louis,
Missouri
|
$8.39M
|
+$637K
|
+14,661
|
+8%
|
|
|
50
|
KWB Wealth
Redlands,
California
|
$8.26M
|
–
|
–
|
–
|
|
