|
26
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$31.7M
|
-$243K
|
-2,376
|
-0.8%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$28.5M
|
-$2.48M
|
-24,204
|
-8%
|
|
|
28
|
CFO4Life Group
Coppell,
Texas
|
$28.3M
|
+$1.3M
|
+12,751
|
+5%
|
|
|
29
|
SVB Wealth
Boston,
Massachusetts
|
$26.1M
|
-$2.21M
|
-21,594
|
-8%
|
|
|
30
|
Life Line Wealth Management
Beverly Hills,
California
|
$24.3M
|
+$23M
|
+224,330
|
New
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.4M
|
+$437K
|
+4,266
|
+2%
|
|
|
32
|
Intrust Bank
Wichita,
Kansas
|
$22.3M
|
-$15.9K
|
-155
|
-0.1%
|
|
|
33
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$19.3M
|
+$18.2M
|
+178,027
|
New
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$18M
|
-$717K
|
-7,008
|
-4%
|
|
|
35
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$16.8M
|
+$1.04M
|
+10,122
|
+7%
|
|
|
36
|
Elk River Wealth Management
Denver,
Colorado
|
$16M
|
-$1.36M
|
-13,255
|
-8%
|
|
|
37
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$15.6M
|
+$505K
|
+4,932
|
+4%
|
|
|
38
|
Trilogy Capital
Irvine,
California
|
$14.3M
|
-$677K
|
-6,618
|
-5%
|
|
|
39
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.9M
|
+$13.1M
|
+128,072
|
+17,887%
|
|
|
40
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$13.5M
|
–
|
–
|
–
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.1M
|
-$1.43M
|
-13,943
|
-10%
|
|
|
42
|
Journey Strategic Wealth
Summit,
New Jersey
|
$12.8M
|
+$11.1M
|
+108,826
|
+1,116%
|
|
|
43
|
GFG Capital
Miami,
Florida
|
$12M
|
+$123M
|
+1,197,440
|
New
|
|
|
44
|
Merriman Wealth Management
Seattle,
Washington
|
$11.7M
|
-$289K
|
-2,829
|
-3%
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.7M
|
+$685K
|
+6,693
|
+7%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.5M
|
+$1.99M
|
+19,401
|
+22%
|
|
|
47
|
Foster Group
West Des Moines,
Iowa
|
$11.3M
|
+$2.23M
|
+21,756
|
+26%
|
|
|
48
|
US Financial Advisors
Braintree,
Massachusetts
|
$11.3M
|
+$371K
|
+3,629
|
+4%
|
|
|
49
|
|
$10.5M
|
+$7.67M
|
+75,000
|
+341%
|
|
|
50
|
Cresset Asset Management
Chicago,
Illinois
|
$10.5M
|
+$401K
|
+3,915
|
+4%
|
|
