|
51
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$12.8M
|
+$314K
|
+11,976
|
+3%
|
|
|
52
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.6M
|
+$5.18M
|
+197,248
|
+70%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$12.1M
|
-$400K
|
-15,249
|
-3%
|
|
|
54
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$11.8M
|
+$4.96M
|
+188,891
|
+72%
|
|
|
55
|
Sovran Advisors
San Diego,
California
|
$11.2M
|
+$880K
|
+33,543
|
+8%
|
|
|
56
|
Harbour Investments
Madison,
Wisconsin
|
$11.2M
|
+$1.93M
|
+73,445
|
+21%
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
$11.1M
|
+$11.1M
|
+422,672
|
New
|
|
|
58
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$9.7M
|
+$804K
|
+30,641
|
+9%
|
|
|
59
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$9.1M
|
–
|
–
|
–
|
|
|
60
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$8.77M
|
+$2.24M
|
+85,210
|
+34%
|
|
|
61
|
Capital Group Private Client Services
Los Angeles,
California
|
$8.72M
|
+$1.97M
|
+75,239
|
+29%
|
|
|
62
|
COFG Advisors
Oak Brook,
Illinois
|
$8.34M
|
+$4.53M
|
+172,463
|
+118%
|
|
|
63
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$8.26M
|
+$805K
|
+30,671
|
+11%
|
|
|
64
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.15M
|
-$1.43M
|
-54,419
|
-15%
|
|
|
65
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$8.14M
|
+$1.29M
|
+49,125
|
+19%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$7.99M
|
+$2.25M
|
+85,730
|
+39%
|
|
|
67
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.97M
|
+$4.58M
|
+174,510
|
+134%
|
|
|
68
|
Holistic Planning
Nacogdoches,
Texas
|
$7.73M
|
+$519K
|
+19,782
|
+7%
|
|
|
69
|
Clarity Asset Management
Ames,
Iowa
|
$7.52M
|
+$611K
|
+23,275
|
+9%
|
|
|
70
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$7.11M
|
+$137K
|
+5,213
|
+2%
|
|
|
71
|
EQ Wealth Advisors
Dallas,
Texas
|
$6.39M
|
+$3.16M
|
+120,319
|
+97%
|
|
|
72
|
Citadel Advisors
Miami,
Florida
|
$5.95M
|
-$1.46M
|
-55,709
|
-20%
|
|
|
73
|
Equitable Holdings
New York
|
$5.92M
|
+$1.68M
|
+63,888
|
+39%
|
|
|
74
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.8M
|
+$160K
|
+6,105
|
+3%
|
|
|
75
|
Sunpointe
St. Louis,
Missouri
|
$5.78M
|
-$87.1K
|
-3,321
|
-1%
|
|
