|
26
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$17.4M
|
+$4.8M
|
+58,639
|
+36%
|
|
|
27
|
Rockport Wealth
Fairview Park,
Ohio
|
$16.6M
|
-$15.7M
|
-191,896
|
-48%
|
|
|
28
|
Equitable Holdings
New York
|
$16.5M
|
-$151K
|
-1,844
|
-0.9%
|
|
|
29
|
Matrix Trust Company
Denver,
Colorado
|
$16.1M
|
+$45.5K
|
+556
|
+0.3%
|
|
|
30
|
Steele Capital Management
Dubuque,
Iowa
|
$16.1M
|
+$45.5K
|
+556
|
+0.3%
|
|
|
31
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$13M
|
+$477K
|
+5,817
|
+4%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
-$1.84M
|
-22,459
|
-12%
|
|
|
33
|
Eagle Strategies
New York
|
$12.7M
|
+$892K
|
+10,884
|
+7%
|
|
|
34
|
PTM Wealth Management
North Wales,
United States
|
$12.7M
|
+$2.41M
|
+29,442
|
+23%
|
|
|
35
|
Creative Financial Designs
Kokomo,
Indiana
|
$12M
|
-$58.2K
|
-711
|
-0.5%
|
|
|
36
|
Granville Capital
Greensboro,
North Carolina
|
$11.5M
|
+$978K
|
+11,937
|
+9%
|
|
|
37
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$11M
|
+$990K
|
+12,089
|
+9%
|
|
|
38
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$10.9M
|
+$729K
|
+8,898
|
+7%
|
|
|
39
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.8M
|
+$889K
|
+10,853
|
+9%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.6M
|
+$779K
|
+9,506
|
+8%
|
|
|
41
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$10.5M
|
+$662K
|
+8,078
|
+6%
|
|
|
42
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.2M
|
+$162K
|
+1,982
|
+2%
|
|
|
43
|
Scott Capital Advisors
Portland,
Oregon
|
$9.54M
|
+$276K
|
+3,373
|
+3%
|
|
|
44
|
OxenFree Capital
Satellite Beach,
Florida
|
$9.43M
|
+$1.53M
|
+18,625
|
+20%
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.17M
|
-$6.54M
|
-79,815
|
-41%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$8.48M
|
+$510K
|
+6,230
|
+6%
|
|
|
47
|
Tandem Financial
Greenwood Village,
Colorado
|
$8.47M
|
+$3.45M
|
+42,078
|
+64%
|
|
|
48
|
Wood Tarver Financial Group
Boise,
Idaho
|
$8.45M
|
+$571K
|
+6,976
|
+7%
|
|
|
49
|
MGO One Seven
Beachwood,
Ohio
|
$8.43M
|
+$68.7K
|
+839
|
+0.8%
|
|
|
50
|
PFS Partners
Mine Hill,
New Jersey
|
$8.03M
|
+$303K
|
+3,695
|
+4%
|
|
