|
26
|
Summit Financial Strategies
Columbus,
Ohio
|
$74.3M
|
+$13.6M
|
+294,272
|
+23%
|
|
|
27
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$64.8M
|
+$4.14M
|
+89,533
|
+7%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$63.4M
|
+$7.77M
|
+168,180
|
+14%
|
|
|
29
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$63.4M
|
+$45.1M
|
+975,262
|
+257%
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59.5M
|
+$12.6M
|
+272,917
|
+27%
|
|
|
31
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$56.8M
|
+$5.53M
|
+119,670
|
+11%
|
|
|
32
|
TruWealth Advisors
Metairie,
Louisiana
|
$56.3M
|
+$2.26M
|
+49,001
|
+4%
|
|
|
33
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$54.3M
|
+$24.6M
|
+531,374
|
+81%
|
|
|
34
|
Falcon Wealth Planning
Ontario,
California
|
$50.8M
|
+$2.92M
|
+63,239
|
+6%
|
|
|
35
|
Crane Advisory
Fullerton,
California
|
$50.4M
|
+$50.4M
|
+1,090,108
|
New
|
|
|
36
|
Fermata Advisors
Sonoma,
California
|
$48.9M
|
+$42.8M
|
+926,557
|
+771%
|
|
|
37
|
Quotient Wealth Partners
Dallas,
Texas
|
$47.9M
|
+$1.84M
|
+39,729
|
+4%
|
|
|
38
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$47.9M
|
+$9.98M
|
+216,045
|
+27%
|
|
|
39
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$44.7M
|
+$1.45M
|
+31,357
|
+3%
|
|
|
40
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$44M
|
+$22M
|
+475,180
|
+102%
|
|
|
41
|
HUB Investment Partners
Austin,
Texas
|
$42.7M
|
+$4.16M
|
+89,981
|
+11%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$42M
|
+$5.72M
|
+123,765
|
+16%
|
|
|
43
|
Harbor Group
Bedford,
New Hampshire
|
$41.3M
|
+$2.36M
|
+50,959
|
+6%
|
|
|
44
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$40.7M
|
+$40.3M
|
+871,158
|
New
|
|
|
45
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$40.7M
|
-$477K
|
-10,319
|
-1%
|
|
|
46
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$37M
|
+$455K
|
+9,842
|
+1%
|
|
|
47
|
Creative Financial Designs
Kokomo,
Indiana
|
$35.3M
|
-$481K
|
-10,406
|
-1%
|
|
|
48
|
|
$35.2M
|
+$15M
|
+323,939
|
+75%
|
|
|
49
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$34.7M
|
+$2.11M
|
+45,742
|
+7%
|
|
|
50
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$33.6M
|
+$14M
|
+303,364
|
+73%
|
|
