|
26
|
United Capital Financial Advisors
Irving,
Texas
|
$18.8M
|
+$2.81M
|
+73,788
|
+19%
|
|
|
27
|
SigFig Wealth Management
San Francisco,
California
|
$18.5M
|
+$325K
|
+8,526
|
+2%
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$18.4M
|
-$14.6K
|
-383
|
-0.1%
|
|
|
29
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$17.7M
|
+$16.9M
|
+443,534
|
New
|
|
|
30
|
Waller Financial Planning Group
Columbus,
Ohio
|
$17.4M
|
+$97.3K
|
+2,552
|
+0.6%
|
|
|
31
|
WealthPLAN Partners
Omaha,
Nebraska
|
$17.4M
|
+$5.36M
|
+140,705
|
+51%
|
|
|
32
|
|
$16.9M
|
–
|
–
|
–
|
|
|
33
|
Winch Advisory Services
Appleton,
Wisconsin
|
$16.2M
|
-$48.2K
|
-1,264
|
-0.3%
|
|
|
34
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$15.6M
|
+$2.42M
|
+63,603
|
+19%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$15.2M
|
-$551K
|
-14,452
|
-4%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$13K
|
+342
|
+0.1%
|
|
|
37
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14M
|
+$1.92M
|
+50,368
|
+16%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$1.66M
|
+43,581
|
+15%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.2M
|
-$2.52M
|
-65,994
|
-17%
|
|
|
40
|
Mutual Advisors
Omaha,
Nebraska
|
$12.8M
|
+$982K
|
+25,766
|
+9%
|
|
|
41
|
Global Retirement Partners
San Rafael,
California
|
$11.7M
|
+$498K
|
+13,053
|
+5%
|
|
|
42
|
|
$11.2M
|
+$329K
|
+8,634
|
+3%
|
|
|
43
|
RFG Advisory
Birmingham,
Alabama
|
$11.1M
|
+$2.14M
|
+56,259
|
+25%
|
|
|
44
|
Parallel Advisors
San Francisco,
California
|
$10.4M
|
+$530K
|
+13,911
|
+6%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$10.3M
|
+$9.82M
|
+257,526
|
New
|
|
|
46
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.77M
|
+$3.23M
|
+84,818
|
+53%
|
|
|
47
|
Evensky & Katz
Coral Gables,
Florida
|
$9.69M
|
+$563K
|
+14,775
|
+6%
|
|
|
48
|
CX Institutional
Auburn,
Indiana
|
$9.31M
|
+$4.4M
|
+115,414
|
+98%
|
|
|
49
|
Savant Capital
Rockford,
Illinois
|
$8.33M
|
-$7.63M
|
-200,158
|
-49%
|
|
|
50
|
IRON Financial
Northbrook,
Illinois
|
$8.32M
|
+$1.6M
|
+41,942
|
+25%
|
|
