|
26
|
Curio Wealth
Annapolis,
Maryland
|
$49.3M
|
+$3.6M
|
+75,103
|
+8%
|
|
|
27
|
RAM Investment Partners
Bellevue,
Washington
|
$48.2M
|
+$478K
|
+9,986
|
+1%
|
|
|
28
|
CPA Asset Management
West Palm Beach,
Florida
|
$46.8M
|
+$25.1M
|
+524,230
|
+115%
|
|
|
29
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$46.4M
|
+$25.2M
|
+526,275
|
+118%
|
|
|
30
|
Park Avenue Securities
New York
|
$43.1M
|
+$6.39M
|
+133,476
|
+17%
|
|
|
31
|
Altiora Financial Group
Lebanon,
Ohio
|
$41.9M
|
-$2.18M
|
-45,605
|
-5%
|
|
|
32
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$41M
|
+$41.1M
|
+857,876
|
New
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
+$4.6M
|
+96,173
|
+13%
|
|
|
34
|
Signature Resources Capital Management
Newport Beach,
California
|
$38.8M
|
+$1.89M
|
+39,562
|
+5%
|
|
|
35
|
Wealthquest
Cincinnati,
Ohio
|
$38.4M
|
+$1.56M
|
+32,637
|
+4%
|
|
|
36
|
Elser Financial Planning
Indianapolis,
Indiana
|
$38.1M
|
+$1.22M
|
+25,379
|
+3%
|
|
|
37
|
Eclectic Associates
Fullerton,
California
|
$38M
|
+$5.25M
|
+109,607
|
+16%
|
|
|
38
|
MASECO Private Wealth
London,
|
$36.9M
|
+$1.6M
|
+33,518
|
+5%
|
|
|
39
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$36.8M
|
+$7.36M
|
+153,714
|
+25%
|
|
|
40
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$31.6M
|
+$3.26M
|
+68,158
|
+11%
|
|
|
41
|
Northwest Wealth Management
Spencer,
Iowa
|
$30.6M
|
+$4.08M
|
+85,260
|
+15%
|
|
|
42
|
Mattern Wealth Management
Lawrence,
Kansas
|
$28.9M
|
+$55K
|
+1,149
|
+0.2%
|
|
|
43
|
Valued Wealth Advisors
Holladay,
Utah
|
$28.7M
|
+$2.08M
|
+43,499
|
+8%
|
|
|
44
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$27.7M
|
+$3.31M
|
+69,200
|
+14%
|
|
|
45
|
Farther Finance Advisors
San Francisco,
California
|
$27.7M
|
+$556K
|
+11,604
|
+2%
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.8M
|
+$13.3M
|
+277,625
|
+98%
|
|
|
47
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$26.2M
|
+$2.04M
|
+42,680
|
+8%
|
|
|
48
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$25.9M
|
+$2.36M
|
+49,217
|
+10%
|
|
|
49
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$25.7M
|
+$3.43M
|
+71,612
|
+15%
|
|
|
50
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$25.3M
|
+$3.5M
|
+73,004
|
+16%
|
|
