|
26
|
Curio Wealth
Annapolis,
Maryland
|
$26.1M
|
-$25.9M
|
-548,222
|
-100%
|
|
|
27
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$25M
|
+$1.8M
|
+38,018
|
+8%
|
|
|
28
|
Sterling Wealth Advisors
Plantation,
Florida
|
$24.9M
|
+$777K
|
+16,457
|
+3%
|
|
|
29
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$24.1M
|
+$1.81M
|
+38,426
|
+8%
|
|
|
30
|
Grunden Financial Advisory
Denton,
Texas
|
$23.7M
|
+$627K
|
+13,287
|
+3%
|
|
|
31
|
Park Avenue Securities
New York
|
$21.6M
|
+$683K
|
+14,455
|
+3%
|
|
|
32
|
Integrity Alliance
Urbandale,
Iowa
|
$21.2M
|
+$21.1M
|
+446,583
|
New
|
|
|
33
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$20.9M
|
–
|
–
|
–
|
|
|
34
|
Valued Wealth Advisors
Holladay,
Utah
|
$20.4M
|
+$848K
|
+17,960
|
+4%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$20.3M
|
+$1.29M
|
+27,417
|
+7%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
+$12.6M
|
+267,520
|
+181%
|
|
|
37
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$18.7M
|
+$589K
|
+12,482
|
+3%
|
|
|
38
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$18.7M
|
-$1.67M
|
-35,372
|
-8%
|
|
|
39
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$18.6M
|
+$605K
|
+12,807
|
+3%
|
|
|
40
|
SageOak Financial
Tulsa,
Oklahoma
|
$18M
|
+$3.85M
|
+81,438
|
+27%
|
|
|
41
|
Verisail Partners
Chamblee,
Georgia
|
$17.5M
|
+$341K
|
+7,215
|
+2%
|
|
|
42
|
Renaissance Technologies
New York
|
$17.4M
|
+$4.54M
|
+96,228
|
+36%
|
|
|
43
|
SJS Investment Consulting
Sylvania,
Ohio
|
$17.2M
|
+$483K
|
+10,230
|
+3%
|
|
|
44
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$16.7M
|
+$1.84M
|
+38,879
|
+12%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
+$13.3M
|
+282,199
|
+411%
|
|
|
46
|
Northwest Wealth Management
Spencer,
Iowa
|
$16.6M
|
+$3.06M
|
+64,840
|
+23%
|
|
|
47
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$16.6M
|
+$972K
|
+20,591
|
+6%
|
|
|
48
|
David Wealth Management
Fairfax,
Virginia
|
$16.6M
|
-$187K
|
-3,969
|
-1%
|
|
|
49
|
Signature Resources Capital Management
Newport Beach,
California
|
$15.8M
|
+$1.12M
|
+23,648
|
+8%
|
|
|
50
|
Vestment Financial
Chanhassen,
Minnesota
|
$15.8M
|
+$893K
|
+18,905
|
+6%
|
|
