|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
274 Mio. $
|
+14,5 Mio. $
|
+190.855
|
+6 %
|
|
|
2
|
Verum Partners
Charlotte,
North Carolina
|
64,3 Mio. $
|
+18,1 Mio. $
|
+238.753
|
+40 %
|
|
|
3
|
Topsail Wealth Management
Charlotte,
North Carolina
|
47 Mio. $
|
+17,5 Mio. $
|
+231.019
|
+60 %
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
46,9 Mio. $
|
+1,79 Mio. $
|
+23.571
|
+4 %
|
|
|
5
|
Aprio Wealth Management
Atlanta,
Georgia
|
43,7 Mio. $
|
-4,5 Mio. $
|
-59.409
|
-9 %
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
38,2 Mio. $
|
+19,3 Mio. $
|
+255.063
|
+104 %
|
|
|
7
|
Mills Wealth Advisors
Southlake,
Texas
|
34,4 Mio. $
|
+3,91 Mio. $
|
+51.597
|
+13 %
|
|
|
8
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
25,2 Mio. $
|
+4,58 Mio. $
|
+60.472
|
+22 %
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
22 Mio. $
|
-1,48 Mio. $
|
-19.553
|
-6 %
|
|
|
10
|
Opus Capital Group
Cincinnati,
Ohio
|
19 Mio. $
|
-82.346 $
|
-1.087
|
-0,4 %
|
|
|
11
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
16,4 Mio. $
|
-1,24 Mio. $
|
-16.347
|
-7 %
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
15,8 Mio. $
|
+8,7 Mio. $
|
+114.804
|
+124 %
|
|
|
13
|
Elite Life Management
Sarasota,
Florida
|
14,5 Mio. $
|
+1,51 Mio. $
|
+19.920
|
+11 %
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
14 Mio. $
|
+75.907 $
|
+1.002
|
+0,6 %
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
13,2 Mio. $
|
+58.483 $
|
+772
|
+0,4 %
|
|
|
16
|
Alaethes Wealth
Glenbrook,
Nevada
|
12,3 Mio. $
|
+12,2 Mio. $
|
+160.419
|
Neu
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
11,8 Mio. $
|
+11,7 Mio. $
|
+153.988
|
Neu
|
|
|
18
|
|
11,7 Mio. $
|
+10 Mio. $
|
+132.200
|
+614 %
|
|
|
19
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
10,1 Mio. $
|
+10 Mio. $
|
+131.776
|
Neu
|
|
|
20
|
Verus Financial Partners
Richmond,
Virginia
|
9,09 Mio. $
|
+1,62 Mio. $
|
+21.441
|
+22 %
|
|
|
21
|
TFO Wealth Partners
Maumee,
Ohio
|
8,79 Mio. $
|
+2,46 Mio. $
|
+32.505
|
+39 %
|
|
|
22
|
Penney Financial
Houston,
Texas
|
8,67 Mio. $
|
+8,59 Mio. $
|
+113.444
|
Neu
|
|
|
23
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
8,34 Mio. $
|
+3,75 Mio. $
|
+49.443
|
+83 %
|
|
|
24
|
LPL Financial
San Diego,
California
|
7,61 Mio. $
|
+3,31 Mio. $
|
+43.723
|
+78 %
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
7,45 Mio. $
|
+6,13 Mio. $
|
+80.933
|
+490 %
|
|
