|
26
|
Telemus Capital
Southfield,
Michigan
|
$26.6M
|
-$2.77M
|
-93,802
|
-9%
|
|
|
27
|
AE Wealth Management
Topeka,
Kansas
|
$25.8M
|
+$1.47M
|
+49,702
|
+6%
|
|
|
28
|
Capitol Family Office
Beaverton,
Oregon
|
$25.5M
|
-$1.01M
|
-34,115
|
-4%
|
|
|
29
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$25.3M
|
+$24.2M
|
+820,545
|
+2,059%
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$23.5M
|
+$16.1M
|
+545,082
|
+217%
|
|
|
31
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$18.8M
|
-$749K
|
-25,361
|
-4%
|
|
|
32
|
Stadion Money Management
Watkinsville,
Georgia
|
$17.5M
|
-$2.03M
|
-68,759
|
-10%
|
|
|
33
|
TPG Financial Advisors
Portland,
Oregon
|
$15.7M
|
+$178K
|
+6,036
|
+1%
|
|
|
34
|
Roberts Wealth Advisors
Palo Alto,
California
|
$15.7M
|
+$7.76M
|
+262,848
|
+97%
|
|
|
35
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$15.2M
|
-$1.49M
|
-50,366
|
-9%
|
|
|
36
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$15.1M
|
-$3.33M
|
-112,696
|
-18%
|
|
|
37
|
Portland Global Advisors
Portland,
Maine
|
$14.9M
|
+$314K
|
+10,637
|
+2%
|
|
|
38
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14.5M
|
-$1.66M
|
-56,114
|
-10%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
+$10.3M
|
+349,205
|
+267%
|
|
|
40
|
Advisor Resource Council
Dallas,
Texas
|
$14.1M
|
+$14.1M
|
+477,527
|
New
|
|
|
41
|
Signet Financial Management
Parsippany,
New Jersey
|
$13.2M
|
-$883K
|
-29,929
|
-6%
|
|
|
42
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.3M
|
-$657K
|
-22,247
|
-5%
|
|
|
43
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.2M
|
-$10.2M
|
-344,122
|
-48%
|
|
|
44
|
Park Avenue Securities
New York
|
$11M
|
-$822K
|
-27,840
|
-7%
|
|
|
45
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$10.5M
|
+$10.2M
|
+346,097
|
+3,041%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
-$11.7M
|
-395,629
|
-53%
|
|
|
47
|
Better Money Decisions
Santa Fe,
New Mexico
|
$10.1M
|
+$668K
|
+22,643
|
+7%
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.84M
|
-$558K
|
-18,913
|
-5%
|
|
|
49
|
Aries Wealth Management
Portland,
Maine
|
$9.68M
|
+$9.7M
|
+328,649
|
New
|
|
|
50
|
Donoghue Forlines
Boston,
Massachusetts
|
$9.62M
|
+$3.13M
|
+105,877
|
+48%
|
|
