|
26
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$14.9M
|
+$1.99M
|
+42,423
|
+15%
|
|
|
27
|
SJS Investment Consulting
Sylvania,
Ohio
|
$13.9M
|
+$1.33M
|
+28,397
|
+11%
|
|
|
28
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$13.3M
|
+$1.7M
|
+36,080
|
+15%
|
|
|
29
|
Park Avenue Securities
New York
|
$12.6M
|
+$63.1K
|
+1,342
|
+0.5%
|
|
|
30
|
Root Financial Partners
Encinitas,
California
|
$12.2M
|
+$4M
|
+85,107
|
+49%
|
|
|
31
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$11.6M
|
+$3.4M
|
+72,390
|
+42%
|
|
|
32
|
RCS Financial Planning
Annapolis,
Maryland
|
$11.4M
|
+$867K
|
+18,451
|
+8%
|
|
|
33
|
Ruedi Wealth Management
Champaign,
Illinois
|
$11.1M
|
+$4.32M
|
+92,000
|
+64%
|
|
|
34
|
Signature Resources Capital Management
Newport Beach,
California
|
$10.8M
|
-$433K
|
-9,221
|
-4%
|
|
|
35
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.8M
|
+$167K
|
+3,548
|
+2%
|
|
|
36
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$10.7M
|
-$15.3M
|
-326,359
|
-59%
|
|
|
37
|
Client 1st Advisory Group
Dunedin,
Florida
|
$10.5M
|
+$618K
|
+13,150
|
+6%
|
|
|
38
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$10.2M
|
+$1.73M
|
+36,906
|
+21%
|
|
|
39
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$9.77M
|
-$167K
|
-3,550
|
-2%
|
|
|
40
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$9.18M
|
+$8.59M
|
+182,792
|
+1,485%
|
|
|
41
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.86M
|
+$549K
|
+11,684
|
+7%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$8.83M
|
+$228K
|
+4,843
|
+3%
|
|
|
43
|
Peirce Capital Management
The Woodlands,
Texas
|
$7.75M
|
+$1.48M
|
+31,590
|
+24%
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
$7.69M
|
-$6.2M
|
-131,879
|
-45%
|
|
|
45
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$7.67M
|
+$1.33M
|
+28,300
|
+21%
|
|
|
46
|
|
$7.54M
|
+$3.89M
|
+82,857
|
+107%
|
|
|
47
|
Concord Wealth Partners
Abingdon,
Virginia
|
$7.53M
|
+$353K
|
+7,515
|
+5%
|
|
|
48
|
Tortoise Investment Management
White Plains,
New York
|
$7.31M
|
+$1.75M
|
+37,294
|
+32%
|
|
|
49
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$7.23M
|
-$301K
|
-6,397
|
-4%
|
|
|
50
|
Corient Private Wealth
Miami,
Florida
|
$6.9M
|
+$157K
|
+3,346
|
+2%
|
|
