|
26
|
Owen LaRue
Elizabethtown,
Kentucky
|
$4.25M
|
+$194K
|
+6,053
|
+5%
|
|
|
27
|
Oxford Wealth Group
Orlando,
Florida
|
$4.18M
|
+$4.2M
|
+130,969
|
New
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.96M
|
+$932K
|
+29,059
|
+31%
|
|
|
29
|
Creekside Partners
Petaluma,
California
|
$3.9M
|
+$186K
|
+5,789
|
+5%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.74M
|
+$145K
|
+4,526
|
+4%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.68M
|
+$415K
|
+12,930
|
+13%
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$3.62M
|
+$13.7K
|
+427
|
+0.4%
|
|
|
33
|
SMART Wealth
Omaha,
Nebraska
|
$3.58M
|
-$378K
|
-11,786
|
-10%
|
|
|
34
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$3.36M
|
+$59K
|
+1,838
|
+2%
|
|
|
35
|
Trueblood Wealth Management
Lima,
Ohio
|
$3.21M
|
+$206K
|
+6,425
|
+7%
|
|
|
36
|
Compass Financial Services
West Des Moines,
Iowa
|
$3.11M
|
+$3.13M
|
+97,466
|
New
|
|
|
37
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$2.98M
|
-$59.8K
|
-1,864
|
-2%
|
|
|
38
|
Hobart Private Capital
Charlotte,
North Carolina
|
$2.89M
|
+$2.9M
|
+90,480
|
New
|
|
|
39
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.79M
|
+$188K
|
+5,873
|
+7%
|
|
|
40
|
WealthBridge Capital Management
Westerville,
Ohio
|
$2.75M
|
+$317K
|
+9,875
|
+13%
|
|
|
41
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.74M
|
+$2.75M
|
+85,816
|
New
|
|
|
42
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.73M
|
+$2.74M
|
+85,457
|
New
|
|
|
43
|
Equitable Holdings
New York
|
$2.65M
|
+$393K
|
+12,238
|
+16%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.49M
|
+$575K
|
+17,938
|
+30%
|
|
|
45
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.47M
|
-$898
|
-28
|
-0%
|
|
|
46
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.13M
|
+$277K
|
+8,645
|
+15%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$2.04M
|
+$376K
|
+11,713
|
+22%
|
|
|
48
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.01M
|
+$414K
|
+12,921
|
+26%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$1.89M
|
+$339K
|
+10,569
|
+22%
|
|
|
50
|
Moors & Cabot
Boston,
Massachusetts
|
$1.82M
|
+$745K
|
+23,217
|
+69%
|
|
