|
51
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$15.6M
|
+$587K
|
+21,947
|
+4%
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$15.4M
|
+$7.54M
|
+282,006
|
+111%
|
|
|
53
|
Meredith Wealth Planning
Maryville,
Illinois
|
$15M
|
+$8.01M
|
+299,470
|
+133%
|
|
|
54
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$14.7M
|
-$308K
|
-11,520
|
-2%
|
|
|
55
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$14.2M
|
+$13.3M
|
+495,346
|
New
|
|
|
56
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$14.1M
|
+$13.2M
|
+491,980
|
New
|
|
|
57
|
Fischer Investment Strategies
Westlake Village,
California
|
$13.7M
|
+$11.2M
|
+420,054
|
+698%
|
|
|
58
|
|
$13.6M
|
+$12.7M
|
+475,150
|
New
|
|
|
59
|
MB Generational Wealth
Spokane,
Washington
|
$13.3M
|
+$12.4M
|
+463,479
|
New
|
|
|
60
|
Fortress Wealth Management
Culver City,
California
|
$13.2M
|
+$8.76M
|
+327,342
|
+245%
|
|
|
61
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$13.1M
|
-$158M
|
-5,915,349
|
-93%
|
|
|
62
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$13M
|
+$3.34M
|
+125,009
|
+38%
|
|
|
63
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.8M
|
+$7.16M
|
+267,753
|
+157%
|
|
|
64
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.2M
|
-$169K
|
-6,327
|
-1%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$11.8M
|
+$464K
|
+17,356
|
+4%
|
|
|
66
|
Satovsky Asset Management
New York
|
$11.5M
|
+$588K
|
+21,990
|
+6%
|
|
|
67
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$11.5M
|
+$5.67M
|
+211,900
|
+112%
|
|
|
68
|
Kooman & Associates
Altoona,
Pennsylvania
|
$11.2M
|
+$186K
|
+6,941
|
+2%
|
|
|
69
|
Pinnacle Associates
New York
|
$11.1M
|
+$82.1K
|
+3,068
|
+0.8%
|
|
|
70
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$11.1M
|
+$82.1K
|
+3,068
|
+0.8%
|
|
|
71
|
West Financial Advisors
Des Moines,
Iowa
|
$10.7M
|
+$1.09M
|
+40,736
|
+12%
|
|
|
72
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$3.67M
|
+137,311
|
+59%
|
|
|
73
|
CPA Asset Management
West Palm Beach,
Florida
|
$10.5M
|
+$674K
|
+25,203
|
+7%
|
|
|
74
|
Aveo Capital Partners
Englewood,
Colorado
|
$10.2M
|
+$418K
|
+15,613
|
+5%
|
|
|
75
|
Lutz Financial Services
Omaha,
Nebraska
|
$10M
|
+$3.81M
|
+142,345
|
+68%
|
|
