|
1
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$10.6M
|
+$10.5M
|
+408,263
|
New
|
|
|
2
|
|
$2.02M
|
+$1.35M
|
+52,575
|
+208%
|
|
|
3
|
Quantum Financial Advisors
El Segundo,
California
|
$1.08M
|
+$1.07M
|
+41,662
|
New
|
|
|
4
|
Helen Stephens Group
Fort Worth,
Texas
|
$902K
|
+$893K
|
+34,865
|
New
|
|
|
5
|
Leavell Investment Management
Mobile,
Alabama
|
$766K
|
+$299K
|
+11,685
|
+65%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$757K
|
+$749K
|
+29,249
|
New
|
|
|
7
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$713K
|
+$157K
|
+6,124
|
+29%
|
|
|
8
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$530K
|
+$407K
|
+15,877
|
+347%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$413K
|
–
|
–
|
–
|
|
|
10
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$405K
|
+$401K
|
+15,640
|
New
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
$285K
|
+$282K
|
+11,021
|
New
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$263K
|
+$261K
|
+10,174
|
New
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$179K
|
+$152K
|
+5,940
|
+603%
|
|
|
14
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$117K
|
+$116K
|
+4,537
|
New
|
|
|
15
|
Crews Bank & Trust
Wauchula,
Florida
|
$110K
|
+$109K
|
+4,250
|
New
|
|
|
16
|
Addison Advisors
Middlebury,
Vermont
|
$83K
|
+$56.3K
|
+2,200
|
+219%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$76.5K
|
+$75.7K
|
+2,956
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.4K
|
–
|
–
|
–
|
|
|
19
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$31.6K
|
+$31.2K
|
+1,220
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$26.1K
|
+$25.8K
|
+1,007
|
New
|
|
|
21
|
Barrett & Company
Providence,
Rhode Island
|
$25.9K
|
–
|
–
|
–
|
|
|
22
|
10Elms LLP
Tulsa,
Oklahoma
|
$2.59K
|
+$2.56K
|
+100
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.2K
|
+$2.18K
|
+85
|
New
|
|
|
24
|
|
$1.68K
|
–
|
–
|
–
|
|
