|
51
|
KWB Wealth
Redlands,
California
|
$20.7M
|
+$4.34M
|
+111,537
|
+30%
|
|
|
52
|
Harbour Investments
Madison,
Wisconsin
|
$20.5M
|
+$1.84M
|
+47,272
|
+11%
|
|
|
53
|
Kestra Investment Management
Austin,
Texas
|
$20.5M
|
-$9.08M
|
-233,371
|
-33%
|
|
|
54
|
Stephens Inc
Little Rock,
Arkansas
|
$20.3M
|
+$631K
|
+16,203
|
+3%
|
|
|
55
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$20.3M
|
+$1.06M
|
+27,192
|
+6%
|
|
|
56
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$19.4M
|
+$179K
|
+4,601
|
+1%
|
|
|
57
|
Natixis Advisors
Boston,
Massachusetts
|
$19.1M
|
+$3.96M
|
+101,608
|
+29%
|
|
|
58
|
Frazier Financial Advisors
Columbus,
Ohio
|
$17.6M
|
+$760K
|
+19,530
|
+5%
|
|
|
59
|
Rothschild Investment LLC
Chicago,
Illinois
|
$17.2M
|
+$1.5M
|
+38,560
|
+10%
|
|
|
60
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15.8M
|
+$1.09M
|
+28,071
|
+8%
|
|
|
61
|
Compton Financial Group
Towson,
Maryland
|
$15.6M
|
+$7.67M
|
+196,963
|
+115%
|
|
|
62
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$15.5M
|
+$790K
|
+20,283
|
+6%
|
|
|
63
|
Clarity Wealth Advisors
San Jose,
California
|
$15.5M
|
+$1.01M
|
+25,884
|
+8%
|
|
|
64
|
|
$15.2M
|
-$23.4M
|
-600,000
|
-63%
|
|
|
65
|
Principal Securities
Des Moines,
Iowa
|
$14.8M
|
+$776K
|
+19,936
|
+6%
|
|
|
66
|
Silver Oak Securities
Jackson,
Tennessee
|
$14.3M
|
+$31.6K
|
+812
|
+0.2%
|
|
|
67
|
BNB Wealth Management
Silver Spring,
Maryland
|
$14.3M
|
+$17.6K
|
+452
|
+0.1%
|
|
|
68
|
MAI Capital Management
Independence,
Ohio
|
$13.8M
|
+$806K
|
+20,700
|
+7%
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$13.4M
|
+$347K
|
+8,906
|
+3%
|
|
|
70
|
Equitable Holdings
New York
|
$13.3M
|
+$302K
|
+7,769
|
+3%
|
|
|
71
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$12.8M
|
+$262K
|
+6,735
|
+2%
|
|
|
72
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$12.6M
|
+$1.45M
|
+37,152
|
+14%
|
|
|
73
|
AA Financial Advisors
Columbus,
Ohio
|
$12M
|
-$8.68K
|
-223
|
-0.1%
|
|
|
74
|
Belpointe Asset Management
Reno,
Nevada
|
$11.7M
|
+$9.35M
|
+240,240
|
+652%
|
|
|
75
|
Ruggaard & Associates
Hudson,
Ohio
|
$11.3M
|
+$401K
|
+10,306
|
+4%
|
|
