|
26
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$19.1M
|
-$9.97M
|
-165,128
|
-35%
|
|
|
27
|
SignatureFD
Atlanta,
Georgia
|
$18.8M
|
-$3.64M
|
-60,357
|
-17%
|
|
|
28
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$16.9M
|
+$7.32M
|
+121,335
|
+81%
|
|
|
29
|
Cary Street Partners
Richmond,
Virginia
|
$16.8M
|
+$870K
|
+14,411
|
+6%
|
|
|
30
|
Leo Wealth LLC
Hurst,
Texas
|
$16.8M
|
+$16.2M
|
+267,931
|
New
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$16.5M
|
+$1.83M
|
+30,305
|
+13%
|
|
|
32
|
|
$16.3M
|
-$7.62M
|
-126,288
|
-33%
|
|
|
33
|
Patten & Patten
Chattanooga,
Tennessee
|
$16.1M
|
-$1.16M
|
-19,190
|
-7%
|
|
|
34
|
Carr Financial Group
Worcester,
Massachusetts
|
$16.1M
|
-$7.08M
|
-117,325
|
-31%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$16M
|
+$1.05M
|
+17,418
|
+7%
|
|
|
36
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$15.2M
|
+$1.27M
|
+21,073
|
+10%
|
|
|
37
|
SK Wealth Management
Providence,
Rhode Island
|
$15.1M
|
-$582K
|
-9,641
|
-4%
|
|
|
38
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.2M
|
+$578K
|
+9,583
|
+4%
|
|
|
39
|
SouthState Corp
Winter Haven,
Florida
|
$14M
|
-$1.32M
|
-21,895
|
-9%
|
|
|
40
|
Central Trust Company
Jefferson City,
Missouri
|
$13.9M
|
-$3.11M
|
-51,583
|
-19%
|
|
|
41
|
Advisory Services Network
Atlanta,
Georgia
|
$13.6M
|
+$5.95M
|
+98,634
|
+84%
|
|
|
42
|
Longview Asset Management (California)
San Rafael,
California
|
$13.1M
|
+$963K
|
+15,958
|
+8%
|
|
|
43
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$13M
|
+$3.68M
|
+61,045
|
+42%
|
|
|
44
|
Investment Planning Advisors
Cumming,
Georgia
|
$12.7M
|
+$12.3M
|
+203,442
|
New
|
|
|
45
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$11.9M
|
+$4.77M
|
+79,080
|
+71%
|
|
|
46
|
Capital Planning Advisors
Roseville,
California
|
$11.9M
|
+$483K
|
+8,000
|
+4%
|
|
|
47
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$11.9M
|
+$451K
|
+7,480
|
+4%
|
|
|
48
|
Aspire Capital Advisors
Seattle,
Washington
|
$11.8M
|
+$501K
|
+8,295
|
+5%
|
|
|
49
|
United Capital Financial Advisors
Irving,
Texas
|
$11.4M
|
+$3.9M
|
+64,666
|
+55%
|
|
|
50
|
Philip James Wealth Mangement
Milton,
Georgia
|
$10.7M
|
+$70K
|
+1,160
|
+0.7%
|
|
