|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.4M
|
+$5.16M
|
+179,502
|
+26%
|
|
|
27
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$22.7M
|
+$755K
|
+26,247
|
+3%
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$22.6M
|
+$21.3M
|
+739,529
|
+1,218%
|
|
|
29
|
Wela Strategies
Atlanta,
Georgia
|
$21.4M
|
-$459K
|
-15,952
|
-2%
|
|
|
30
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$21M
|
+$2.71M
|
+94,230
|
+15%
|
|
|
31
|
Portland Global Advisors
Portland,
Maine
|
$20.4M
|
+$12M
|
+417,048
|
+137%
|
|
|
32
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$20.3M
|
-$313K
|
-10,880
|
-1%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
-$36.8M
|
-1,279,584
|
-66%
|
|
|
34
|
Park Avenue Securities
New York
|
$17M
|
-$5.47M
|
-190,000
|
-24%
|
|
|
35
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$15.7M
|
+$16M
|
+554,915
|
New
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$15.6M
|
-$212K
|
-7,383
|
-1%
|
|
|
37
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$15.4M
|
+$7.4M
|
+257,231
|
+89%
|
|
|
38
|
Arjuna Capital
Durham,
North Carolina
|
$14.9M
|
+$14.2M
|
+492,281
|
+1,379%
|
|
|
39
|
Global Retirement Partners
San Rafael,
California
|
$14.9M
|
+$888K
|
+30,856
|
+6%
|
|
|
40
|
Merit Financial Group
Alpharetta,
Georgia
|
$14.7M
|
+$12.3M
|
+426,036
|
+460%
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$14.5M
|
+$14.7M
|
+512,560
|
+32,877%
|
|
|
42
|
Boyd Wealth Management
Sacramento,
California
|
$14.1M
|
+$14.3M
|
+498,526
|
New
|
|
|
43
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$14M
|
+$348K
|
+12,081
|
+2%
|
|
|
44
|
US Financial Advisors
Braintree,
Massachusetts
|
$13.8M
|
+$305K
|
+10,619
|
+2%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.6M
|
-$13.4M
|
-466,262
|
-49%
|
|
|
46
|
Mather Group
Chicago,
Illinois
|
$13.3M
|
+$831K
|
+28,877
|
+7%
|
|
|
47
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$13.2M
|
-$2.55M
|
-88,534
|
-16%
|
|
|
48
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$13.2M
|
-$639K
|
-22,218
|
-5%
|
|
|
49
|
Horizon Wealth Management
La Grange,
Illinois
|
$12.6M
|
+$12.8M
|
+444,285
|
New
|
|
|
50
|
Level Four Advisory Services
Dallas,
Texas
|
$12.2M
|
+$619K
|
+21,500
|
+5%
|
|
