|
26
|
NDWM LLC
La Jolla,
California
|
$16.4M
|
-$1.92M
|
-19,379
|
-11%
|
|
|
27
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$16.3M
|
+$263K
|
+2,652
|
+2%
|
|
|
28
|
Retirement Capital Strategies
San Jose,
California
|
$15.9M
|
+$15.9M
|
+160,238
|
New
|
|
|
29
|
Raymond James Financial
St Petersburg,
Florida
|
$14.2M
|
+$14.2M
|
+143,418
|
New
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$13.9M
|
+$6.33M
|
+63,751
|
+84%
|
|
|
31
|
Financial Advocates Investment Management
Olympia,
Washington
|
$12.7M
|
+$1M
|
+10,093
|
+9%
|
|
|
32
|
Austin Wealth Management
Austin,
Texas
|
$12.1M
|
+$2.52M
|
+25,373
|
+26%
|
|
|
33
|
One Day In July LLC
Burlington,
Vermont
|
$12M
|
+$1.42M
|
+14,307
|
+13%
|
|
|
34
|
Delos Wealth Advisors
Dallas,
Texas
|
$12M
|
-$429K
|
-4,322
|
-3%
|
|
|
35
|
Fortis Group Advisors
Westwood,
New Jersey
|
$11.5M
|
-$4.82M
|
-48,573
|
-30%
|
|
|
36
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$11.2M
|
+$3.73M
|
+37,529
|
+50%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.1M
|
+$1.73M
|
+17,430
|
+18%
|
|
|
38
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$11.1M
|
-$379K
|
-3,822
|
-3%
|
|
|
39
|
Stephens Inc
Little Rock,
Arkansas
|
$11.1M
|
-$20.2M
|
-203,886
|
-65%
|
|
|
40
|
|
$10.6M
|
+$1.37M
|
+13,826
|
+15%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
-$3.68M
|
-37,019
|
-26%
|
|
|
42
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.4M
|
-$6.16M
|
-62,026
|
-37%
|
|
|
43
|
Equitable Holdings
New York
|
$10.2M
|
+$3.51M
|
+35,325
|
+52%
|
|
|
44
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$9.8M
|
-$622K
|
-6,264
|
-6%
|
|
|
45
|
Altiora Financial Group
Lebanon,
Ohio
|
$9.75M
|
-$590K
|
-5,944
|
-6%
|
|
|
46
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$9.72M
|
+$9.73M
|
+97,996
|
New
|
|
|
47
|
Horizon Family Wealth
Chicago,
Illinois
|
$9.17M
|
+$878K
|
+8,846
|
+11%
|
|
|
48
|
Choate Investment Advisors
Boston,
Massachusetts
|
$9.14M
|
+$90.6K
|
+913
|
+1%
|
|
|
49
|
Convergence Financial
Columbia,
Missouri
|
$8.98M
|
-$144K
|
-1,447
|
-2%
|
|
|
50
|
Anson Capital
Tyrone,
Georgia
|
$8.79M
|
+$983K
|
+9,897
|
+13%
|
|
