|
26
|
Connectus Wealth
Cincinnati,
Ohio
|
$19.2M
|
+$21.5M
|
+446,282
|
New
|
|
|
27
|
Belpointe Asset Management
Reno,
Nevada
|
$19M
|
+$2.73M
|
+56,823
|
+15%
|
|
|
28
|
SFMG Wealth Advisors
Plano,
Texas
|
$17.6M
|
+$19.7M
|
+408,743
|
New
|
|
|
29
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$17.6M
|
-$470K
|
-9,776
|
-2%
|
|
|
30
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.7M
|
+$8M
|
+166,230
|
+75%
|
|
|
31
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$16.4M
|
+$18.4M
|
+381,568
|
New
|
|
|
32
|
IAM Advisory
Easton,
Pennsylvania
|
$16.4M
|
+$834K
|
+17,335
|
+5%
|
|
|
33
|
Atria Wealth Solutions
New York
|
$16.3M
|
+$13.1M
|
+271,360
|
+252%
|
|
|
34
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$16.2M
|
+$18.1M
|
+375,852
|
New
|
|
|
35
|
Axxcess Wealth Management
Carlsbad,
California
|
$16.1M
|
+$17M
|
+352,782
|
+1,762%
|
|
|
36
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$16M
|
+$7.86M
|
+163,418
|
+78%
|
|
|
37
|
Prospera Financial Services
Dallas,
Texas
|
$15.6M
|
+$17.1M
|
+355,573
|
+4,954%
|
|
|
38
|
Presidio Capital Management
San Diego,
California
|
$15.2M
|
+$17M
|
+352,468
|
New
|
|
|
39
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14M
|
+$3.86M
|
+80,163
|
+33%
|
|
|
40
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$14M
|
+$14.9M
|
+310,292
|
+2,267%
|
|
|
41
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.9M
|
-$4.63M
|
-96,267
|
-23%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$13.6M
|
+$10.3M
|
+213,477
|
+209%
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$13.4M
|
–
|
–
|
–
|
|
|
44
|
American Planning Services
Sun City Center,
Florida
|
$13.4M
|
+$12.4M
|
+257,629
|
+484%
|
|
|
45
|
Kestra Advisory Services
Austin,
Texas
|
$13.3M
|
+$3.48M
|
+72,331
|
+30%
|
|
|
46
|
D.A. Davidson & Co
Great Falls,
Montana
|
$13.2M
|
+$2.82M
|
+58,584
|
+24%
|
|
|
47
|
Equitable Holdings
New York
|
$12.8M
|
+$8.97M
|
+186,441
|
+167%
|
|
|
48
|
Wiser Wealth Management
Marietta,
Georgia
|
$12.4M
|
+$13.8M
|
+287,359
|
New
|
|
|
49
|
ACG Wealth
Atlanta,
Georgia
|
$12.2M
|
+$358K
|
+7,439
|
+3%
|
|
|
50
|
WR Wealth Planners
Columbia,
Missouri
|
$12M
|
+$1.75M
|
+36,463
|
+15%
|
|
