|
26
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$19.3M
|
+$1.35M
|
+44,248
|
+7%
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.2M
|
+$18.8M
|
+615,730
|
+4,249%
|
|
|
28
|
TPG Financial Advisors
Portland,
Oregon
|
$19.1M
|
-$193K
|
-6,312
|
-1%
|
|
|
29
|
Willow Creek Wealth Management
Sebastopol,
California
|
$18.9M
|
+$2.1M
|
+68,698
|
+12%
|
|
|
30
|
Fifth Third Securities
Cincinnati,
Ohio
|
$17.4M
|
+$17.5M
|
+573,123
|
New
|
|
|
31
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$17.4M
|
+$156M
|
+5,127,455
|
+885%
|
|
|
32
|
|
$16.7M
|
-$6.7M
|
-219,642
|
-29%
|
|
|
33
|
D.A. Davidson & Co
Great Falls,
Montana
|
$16.2M
|
+$15.3K
|
+500
|
+0.1%
|
|
|
34
|
Signet Financial Management
Parsippany,
New Jersey
|
$14.5M
|
-$188K
|
-6,170
|
-1%
|
|
|
35
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$14M
|
+$7.79M
|
+255,308
|
+124%
|
|
|
36
|
Csenge Advisory Group
Clearwater,
Florida
|
$14M
|
+$4.23M
|
+138,723
|
+44%
|
|
|
37
|
Portland Global Advisors
Portland,
Maine
|
$13.5M
|
+$5.3M
|
+173,765
|
+64%
|
|
|
38
|
Private Wealth Group
Tampa,
Florida
|
$12.5M
|
-$1.57M
|
-51,547
|
-11%
|
|
|
39
|
Aries Wealth Management
Portland,
Maine
|
$12.3M
|
-$46.4K
|
-1,520
|
-0.4%
|
|
|
40
|
Park Avenue Securities
New York
|
$12M
|
-$78.8K
|
-2,582
|
-0.7%
|
|
|
41
|
Better Money Decisions
Santa Fe,
New Mexico
|
$11M
|
+$1.47M
|
+48,064
|
+15%
|
|
|
42
|
Roberts Wealth Advisors
Palo Alto,
California
|
$10.2M
|
+$55.7K
|
+1,824
|
+0.5%
|
|
|
43
|
Allen Capital Group
Grand Island,
Nebraska
|
$9.71M
|
-$367K
|
-12,018
|
-4%
|
|
|
44
|
Barber Financial Group
Lenexa,
Kansas
|
$9.25M
|
-$2.07M
|
-67,867
|
-18%
|
|
|
45
|
LifeSteps Financial
Claremont,
California
|
$9.23M
|
+$591K
|
+19,385
|
+7%
|
|
|
46
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$9.15M
|
+$1.37M
|
+44,877
|
+18%
|
|
|
47
|
Ameriprise
Minneapolis,
Minnesota
|
$9.1M
|
+$1.31M
|
+42,784
|
+17%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$8.96M
|
-$6.84M
|
-224,045
|
-43%
|
|
|
49
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$8.82M
|
+$260K
|
+8,517
|
+3%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$8.13M
|
+$672K
|
+22,018
|
+9%
|
|
