|
26
|
Richmond Investment Services
Mequon,
Wisconsin
|
$13.7M
|
+$14.3M
|
+274,642
|
New
|
|
|
27
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$12.7M
|
+$4.27M
|
+81,901
|
+48%
|
|
|
28
|
Mason & Associates (California)
Los Angeles,
California
|
$11.2M
|
+$201K
|
+3,851
|
+2%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$11.1M
|
+$1.91M
|
+36,547
|
+20%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$10.9M
|
+$4.15M
|
+79,689
|
+58%
|
|
|
31
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$10.4M
|
+$252K
|
+4,841
|
+2%
|
|
|
32
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$10.3M
|
+$339K
|
+6,499
|
+3%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$9.49M
|
-$1.3M
|
-24,989
|
-12%
|
|
|
34
|
Investors Portfolio Services
Puyallup,
Washington
|
$9.46M
|
-$399K
|
-7,648
|
-4%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.29M
|
+$3.95M
|
+75,712
|
+84%
|
|
|
36
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.33M
|
+$478K
|
+9,172
|
+7%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$6.72M
|
+$1.72M
|
+32,959
|
+33%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$6.47M
|
+$2.43M
|
+46,570
|
+56%
|
|
|
39
|
Elmwood Wealth Management
Berkeley,
California
|
$6.34M
|
+$2.55M
|
+48,851
|
+63%
|
|
|
40
|
Delta Investment Management
San Francisco,
California
|
$6.01M
|
+$458K
|
+8,791
|
+8%
|
|
|
41
|
Focused Alpha LLC
Denver,
Colorado
|
$5.75M
|
+$3.27M
|
+62,810
|
+120%
|
|
|
42
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.68M
|
+$3.04M
|
+58,331
|
+106%
|
|
|
43
|
Horizon Investments
Charlotte,
North Carolina
|
$5.5M
|
+$3M
|
+57,630
|
+107%
|
|
|
44
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$5.41M
|
-$407K
|
-7,808
|
-7%
|
|
|
45
|
American Alpha Advisors
New York
|
$5.28M
|
+$120K
|
+2,301
|
+2%
|
|
|
46
|
Prota Financial
Houston,
Texas
|
$5.15M
|
+$5.37M
|
+102,941
|
New
|
|
|
47
|
Bridgewealth Advisory Group
Fresno,
California
|
$5.11M
|
+$1.97M
|
+37,718
|
+59%
|
|
|
48
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$4.89M
|
+$1.41M
|
+27,042
|
+38%
|
|
|
49
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$4.72M
|
+$2.63M
|
+50,468
|
+115%
|
|
|
50
|
Choreo LLC
Rockford,
Illinois
|
$4.68M
|
+$4.87M
|
+93,498
|
New
|
|
