|
26
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$12.9M
|
+$881K
|
+18,908
|
+7%
|
|
|
27
|
SJS Investment Consulting
Sylvania,
Ohio
|
$12.5M
|
-$1.37M
|
-29,518
|
-10%
|
|
|
28
|
Park Avenue Securities
New York
|
$12.5M
|
-$279K
|
-5,981
|
-2%
|
|
|
29
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$11.6M
|
+$1.3M
|
+27,911
|
+13%
|
|
|
30
|
Signature Resources Capital Management
Newport Beach,
California
|
$11.3M
|
+$11.2M
|
+239,386
|
New
|
|
|
31
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$11.1M
|
+$4.66M
|
+100,109
|
+73%
|
|
|
32
|
Annapolis Financial Services
Annapolis,
Maryland
|
$10.8M
|
+$200K
|
+4,292
|
+2%
|
|
|
33
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.6M
|
-$9.75M
|
-209,253
|
-48%
|
|
|
34
|
RCS Financial Planning
Annapolis,
Maryland
|
$10.6M
|
-$1.87M
|
-40,100
|
-15%
|
|
|
35
|
WPWealth
Fort Worth,
Texas
|
$9.97M
|
+$9.47M
|
+203,217
|
+2,307%
|
|
|
36
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$9.93M
|
+$9.84M
|
+211,271
|
New
|
|
|
37
|
Client 1st Advisory Group
Dunedin,
Florida
|
$9.84M
|
+$3.45M
|
+74,136
|
+55%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$8.6M
|
+$267K
|
+5,735
|
+3%
|
|
|
39
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$8.42M
|
+$861K
|
+18,479
|
+12%
|
|
|
40
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.27M
|
+$1.53M
|
+32,908
|
+23%
|
|
|
41
|
AE Wealth Management
Topeka,
Kansas
|
$8.27M
|
+$4.89M
|
+104,941
|
+148%
|
|
|
42
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$8.17M
|
+$8.1M
|
+173,832
|
New
|
|
|
43
|
Root Financial Partners
Encinitas,
California
|
$8.17M
|
+$1.96M
|
+42,105
|
+32%
|
|
|
44
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$7.53M
|
+$229K
|
+4,921
|
+3%
|
|
|
45
|
Concord Wealth Partners
Abingdon,
Virginia
|
$7.18M
|
+$7.11M
|
+152,646
|
New
|
|
|
46
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$6.81M
|
+$1.58M
|
+33,970
|
+31%
|
|
|
47
|
Ruedi Wealth Management
Champaign,
Illinois
|
$6.76M
|
+$2.87M
|
+61,540
|
+75%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$6.74M
|
+$6.15M
|
+132,000
|
+1,157%
|
|
|
49
|
Tillman Hartley LLC
Denver,
Colorado
|
$6.74M
|
+$332K
|
+7,118
|
+5%
|
|
|
50
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.47M
|
+$528K
|
+11,338
|
+9%
|
|
