|
26
|
Truist Financial
Charlotte,
North Carolina
|
$26.1M
|
+$827K
|
+22,079
|
+3%
|
|
|
27
|
Morningstar Investment Services
Chicago,
Illinois
|
$24.2M
|
-$60.6K
|
-1,618
|
-0.2%
|
|
|
28
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$22.6M
|
+$1.94M
|
+51,822
|
+9%
|
|
|
29
|
Peterson Wealth Advisors
Orem,
Utah
|
$21.4M
|
+$520K
|
+13,889
|
+2%
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$20M
|
+$1.27M
|
+33,862
|
+7%
|
|
|
31
|
Spinnaker Trust
Portland,
Maine
|
$19.9M
|
+$3.69M
|
+98,536
|
+22%
|
|
|
32
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$19.5M
|
-$29.9M
|
-799,155
|
-60%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$6.55M
|
+174,977
|
+51%
|
|
|
34
|
State Street
Boston,
Massachusetts
|
$18.6M
|
-$14.9M
|
-398,456
|
-44%
|
|
|
35
|
AssetMark Inc
Concord,
California
|
$18.1M
|
-$14.2M
|
-379,128
|
-44%
|
|
|
36
|
Good Life Advisors
Reading,
Pennsylvania
|
$17.5M
|
+$474K
|
+12,645
|
+3%
|
|
|
37
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$17.4M
|
-$747K
|
-19,954
|
-4%
|
|
|
38
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$17M
|
+$17.3M
|
+460,763
|
New
|
|
|
39
|
Marmo Financial Group
Johnson City,
Tennessee
|
$16.9M
|
+$17.1M
|
+457,644
|
New
|
|
|
40
|
Cetera Advisor Networks
El Segundo,
California
|
$16.5M
|
+$2.39M
|
+63,776
|
+17%
|
|
|
41
|
HighTower Advisors
Chicago,
Illinois
|
$15.9M
|
+$1.25M
|
+33,480
|
+8%
|
|
|
42
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15M
|
-$633K
|
-16,892
|
-4%
|
|
|
43
|
Pure Financial Advisors
San Diego,
California
|
$14.5M
|
+$49.7K
|
+1,326
|
+0.3%
|
|
|
44
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$14.4M
|
+$614K
|
+16,390
|
+4%
|
|
|
45
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$14.2M
|
+$13.9K
|
+371
|
+0.1%
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
+$131K
|
+3,491
|
+1%
|
|
|
47
|
Trilogy Capital
Irvine,
California
|
$11.7M
|
+$8.23M
|
+219,601
|
+225%
|
|
|
48
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$11.2M
|
+$5.19M
|
+138,555
|
+85%
|
|
|
49
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11M
|
+$298K
|
+7,951
|
+3%
|
|
|
50
|
IFP Advisors
Tampa,
Florida
|
$10.3M
|
-$1.01M
|
-27,078
|
-8%
|
|
