|
26
|
Journey Strategic Wealth
Summit,
New Jersey
|
$14.8M
|
+$2.35M
|
+49,927
|
+19%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
+$3.28M
|
+69,540
|
+29%
|
|
|
28
|
Acima Private Wealth
Richmond,
Virginia
|
$13M
|
+$1.12M
|
+23,810
|
+9%
|
|
|
29
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$12.6M
|
+$500K
|
+10,605
|
+4%
|
|
|
30
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$11.8M
|
+$12.1M
|
+256,547
|
New
|
|
|
31
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$11.2M
|
-$714K
|
-15,147
|
-6%
|
|
|
32
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$10.9M
|
+$247K
|
+5,249
|
+2%
|
|
|
33
|
Petix & Botte Financial
La Mesa,
California
|
$9.75M
|
+$9.9M
|
+210,096
|
New
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$9.6M
|
-$22.7K
|
-482
|
-0.2%
|
|
|
35
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.33M
|
+$1.29M
|
+27,325
|
+16%
|
|
|
36
|
Channel Wealth
Santa Barbara,
California
|
$9.26M
|
+$394K
|
+8,362
|
+4%
|
|
|
37
|
Snowden Capital Advisors
New York
|
$9.25M
|
+$153K
|
+3,255
|
+2%
|
|
|
38
|
World Investment Advisors
Santa Barbara,
California
|
$8.74M
|
+$1.12M
|
+23,840
|
+14%
|
|
|
39
|
Good Life Advisors
Reading,
Pennsylvania
|
$8.62M
|
-$6.64M
|
-140,823
|
-43%
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.18M
|
+$2.67M
|
+56,695
|
+47%
|
|
|
41
|
Kestra Advisory Services
Austin,
Texas
|
$8.02M
|
+$1.96M
|
+41,571
|
+32%
|
|
|
42
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.34M
|
+$68.4K
|
+1,452
|
+0.9%
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.17M
|
+$2.97M
|
+63,094
|
+69%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$7M
|
+$664K
|
+14,084
|
+10%
|
|
|
45
|
Financial Designs
Claremont,
California
|
$7M
|
+$93.1K
|
+1,976
|
+1%
|
|
|
46
|
PFG Advisors
Phoenix,
Arizona
|
$6.88M
|
+$554K
|
+11,755
|
+9%
|
|
|
47
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.85M
|
+$359K
|
+7,608
|
+5%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.51M
|
+$322K
|
+6,833
|
+5%
|
|
|
49
|
American Capital Advisory
Ketchum,
Idaho
|
$6.46M
|
+$1.69M
|
+35,767
|
+35%
|
|
|
50
|
Fjell Capital
Fargo,
North Dakota
|
$5.65M
|
+$5.74M
|
+121,795
|
New
|
|
