|
26
|
WealthSource Partners
San Luis Obispo,
California
|
$10.2M
|
-$145K
|
-4,724
|
-1%
|
|
|
27
|
AE Wealth Management
Topeka,
Kansas
|
$9.27M
|
+$1.99M
|
+64,699
|
+27%
|
|
|
28
|
Kestra Advisory Services
Austin,
Texas
|
$9.12M
|
-$270K
|
-8,780
|
-3%
|
|
|
29
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$9.03M
|
–
|
–
|
–
|
|
|
30
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.75M
|
+$1.26M
|
+40,927
|
+16%
|
|
|
31
|
McMorgan & Co
San Francisco,
California
|
$8.74M
|
-$1.77M
|
-57,481
|
-17%
|
|
|
32
|
Stokes Family Office
New Orleans,
Louisiana
|
$8.48M
|
-$423K
|
-13,758
|
-5%
|
|
|
33
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$7.96M
|
+$253K
|
+8,212
|
+3%
|
|
|
34
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$7.8M
|
-$581K
|
-18,874
|
-7%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$7.78M
|
+$2.88M
|
+93,417
|
+57%
|
|
|
36
|
Atria Investments
Charlotte,
North Carolina
|
$7.75M
|
-$2.19M
|
-71,245
|
-22%
|
|
|
37
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$7.75M
|
+$7.92M
|
+257,304
|
New
|
|
|
38
|
Ironwood Financial
Tucson,
Arizona
|
$7.22M
|
-$382K
|
-12,424
|
-5%
|
|
|
39
|
Spire Wealth Management
Mclean,
Virginia
|
$7.12M
|
+$167K
|
+5,418
|
+2%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.01M
|
+$872K
|
+28,314
|
+14%
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$6.38M
|
-$1.98M
|
-64,204
|
-23%
|
|
|
42
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$5.72M
|
+$771K
|
+25,052
|
+15%
|
|
|
43
|
PAX Financial Group
San Antonio,
Texas
|
$5.57M
|
-$326K
|
-10,603
|
-5%
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$5.35M
|
-$66.7K
|
-2,166
|
-1%
|
|
|
45
|
Oppenheimer & Co
New York
|
$5.12M
|
+$5.23M
|
+169,997
|
New
|
|
|
46
|
High Falls Advisors
Rochester,
New York
|
$4.92M
|
-$702K
|
-22,797
|
-12%
|
|
|
47
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.88M
|
+$473K
|
+15,367
|
+12%
|
|
|
48
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.79M
|
-$61.2K
|
-1,988
|
-1%
|
|
|
49
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$4.56M
|
+$255K
|
+8,288
|
+6%
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.5M
|
+$996K
|
+32,351
|
+28%
|
|
