|
26
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$26.2M
|
+$13.7M
|
+325,707
|
+109%
|
|
|
27
|
Peterson Wealth Advisors
Orem,
Utah
|
$22.6M
|
+$787K
|
+18,691
|
+4%
|
|
|
28
|
Frontier Wealth Management
Kansas City,
Missouri
|
$21.2M
|
+$3.62M
|
+85,907
|
+20%
|
|
|
29
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$19.5M
|
+$522K
|
+12,400
|
+3%
|
|
|
30
|
KWB Wealth
Redlands,
California
|
$18.9M
|
-$71.1K
|
-1,688
|
-0.4%
|
|
|
31
|
Good Life Advisors
Reading,
Pennsylvania
|
$18.6M
|
-$647K
|
-15,368
|
-3%
|
|
|
32
|
Spinnaker Trust
Portland,
Maine
|
$18.3M
|
-$1.74M
|
-41,260
|
-9%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.5M
|
+$2.87M
|
+68,133
|
+20%
|
|
|
34
|
Pure Financial Advisors
San Diego,
California
|
$16.9M
|
+$1.46M
|
+34,800
|
+9%
|
|
|
35
|
Barber Financial Group
Lenexa,
Kansas
|
$16.9M
|
-$548K
|
-13,017
|
-3%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
-$2.33M
|
-55,419
|
-12%
|
|
|
37
|
|
$16.1M
|
+$4.43M
|
+105,208
|
+38%
|
|
|
38
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$15.8M
|
-$6.37M
|
-151,400
|
-29%
|
|
|
39
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$15.8M
|
-$141K
|
-3,352
|
-0.9%
|
|
|
40
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$15.4M
|
+$330K
|
+7,849
|
+2%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15M
|
-$12.6K
|
-299
|
-0.1%
|
|
|
42
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.4M
|
-$2.56M
|
-60,878
|
-15%
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14M
|
-$1.64M
|
-38,882
|
-10%
|
|
|
44
|
Tidal Investments
Milwaukee,
Wisconsin
|
$13.5M
|
+$13.6M
|
+322,001
|
New
|
|
|
45
|
AE Wealth Management
Topeka,
Kansas
|
$12.7M
|
-$3.29M
|
-78,106
|
-21%
|
|
|
46
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.1M
|
+$1.32M
|
+31,274
|
+12%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$11.8M
|
+$2.68M
|
+63,573
|
+29%
|
|
|
48
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.6M
|
+$281K
|
+6,681
|
+2%
|
|
|
49
|
Trilogy Capital
Irvine,
California
|
$11.4M
|
+$9.25M
|
+219,823
|
+426%
|
|
|
50
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$10.4M
|
-$186K
|
-4,408
|
-2%
|
|
