|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.45M
|
-$915K
|
-17,331
|
-9%
|
|
|
27
|
Tandem Financial
Greenwood Village,
Colorado
|
$9.39M
|
+$2.51M
|
+47,514
|
+37%
|
|
|
28
|
Alpha Zero
Boca Raton,
Florida
|
$9.21M
|
+$846K
|
+16,028
|
+10%
|
|
|
29
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$8.87M
|
+$4.47M
|
+84,621
|
+102%
|
|
|
30
|
Maridea Wealth Management
Brooklyn,
New York
|
$8.33M
|
-$256K
|
-4,855
|
-3%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$8.13M
|
+$856K
|
+16,223
|
+12%
|
|
|
32
|
WealthPLAN Partners
Omaha,
Nebraska
|
$7.97M
|
-$592K
|
-11,214
|
-7%
|
|
|
33
|
Curi RMB Capital
Chicago,
Illinois
|
$7.75M
|
-$1.47M
|
-27,886
|
-16%
|
|
|
34
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.61M
|
+$2.16M
|
+41,000
|
+40%
|
|
|
35
|
Atria Investments
Charlotte,
North Carolina
|
$7.54M
|
+$6M
|
+113,660
|
+395%
|
|
|
36
|
CWC Advisors
Lake Oswego,
Oregon
|
$7.17M
|
+$131K
|
+2,484
|
+2%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.68M
|
+$1.68M
|
+31,877
|
+34%
|
|
|
38
|
Advisor OS
Chicago,
Illinois
|
$6.67M
|
+$492K
|
+9,319
|
+8%
|
|
|
39
|
CoreCap Advisors
Southfield,
Michigan
|
$6.63M
|
+$6.57M
|
+124,518
|
+18,981%
|
|
|
40
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$5.49M
|
+$234K
|
+4,439
|
+4%
|
|
|
41
|
Ferguson Shapiro
Decatur,
Georgia
|
$5.08M
|
+$1.86M
|
+35,263
|
+58%
|
|
|
42
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$4.9M
|
+$4.89M
|
+92,578
|
New
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$4.89M
|
+$2.76M
|
+52,356
|
+131%
|
|
|
44
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.73M
|
+$15.7K
|
+297
|
+0.3%
|
|
|
45
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$4.45M
|
+$159K
|
+3,016
|
+4%
|
|
|
46
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$4.41M
|
+$1.21M
|
+22,841
|
+38%
|
|
|
47
|
Western Wealth Management
Golden,
Colorado
|
$4.23M
|
+$977K
|
+18,503
|
+30%
|
|
|
48
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$4.12M
|
+$88.2K
|
+1,671
|
+2%
|
|
|
49
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$3.91M
|
-$259K
|
-4,903
|
-6%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$3.85M
|
+$149K
|
+2,818
|
+4%
|
|
