|
26
|
Bank of America
Charlotte,
North Carolina
|
$21.8M
|
+$4.68M
|
+93,186
|
+27%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.6M
|
+$5.93M
|
+118,019
|
+38%
|
|
|
28
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$20.8M
|
+$1.02M
|
+20,372
|
+5%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.7M
|
+$3.14M
|
+62,398
|
+18%
|
|
|
30
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$20.4M
|
-$3.49M
|
-69,381
|
-15%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$19.6M
|
+$3.35M
|
+66,733
|
+20%
|
|
|
32
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$19.3M
|
-$87.9K
|
-1,750
|
-0.5%
|
|
|
33
|
Magnus Financial Group
New York
|
$17.9M
|
+$271K
|
+5,400
|
+2%
|
|
|
34
|
Avidian Wealth Enterprises
Houston,
Texas
|
$17.8M
|
+$17.9M
|
+356,226
|
New
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.4M
|
+$2.44M
|
+48,645
|
+16%
|
|
|
36
|
Marcum Wealth
Cleveland,
Ohio
|
$15.8M
|
-$885K
|
-17,618
|
-5%
|
|
|
37
|
Stephens Consulting
Flint,
Michigan
|
$15.8M
|
+$128K
|
+2,547
|
+0.8%
|
|
|
38
|
CFO4Life Group
Coppell,
Texas
|
$15.7M
|
+$3.4M
|
+67,722
|
+28%
|
|
|
39
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$15.3M
|
+$522K
|
+10,380
|
+4%
|
|
|
40
|
Legacy Financial Advisors
Covington,
Kentucky
|
$15.2M
|
+$555K
|
+11,051
|
+4%
|
|
|
41
|
Hartford Financial Management
Hartford,
Connecticut
|
$14.7M
|
+$1.52M
|
+30,336
|
+12%
|
|
|
42
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$14.3M
|
+$5.49M
|
+109,259
|
+62%
|
|
|
43
|
AllGen Financial Advisors
Orlando,
Florida
|
$14.3M
|
+$382K
|
+7,610
|
+3%
|
|
|
44
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$13M
|
+$13.1M
|
+259,968
|
New
|
|
|
45
|
Condor Capital Management
Martinsville,
New Jersey
|
$13M
|
+$481K
|
+9,572
|
+4%
|
|
|
46
|
|
$13M
|
+$4.29M
|
+85,412
|
+49%
|
|
|
47
|
Helen Stephens Group
Fort Worth,
Texas
|
$12.8M
|
+$280K
|
+5,562
|
+2%
|
|
|
48
|
Huntington National Bank
Columbus,
Ohio
|
$12.7M
|
–
|
–
|
–
|
|
|
49
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$12.6M
|
+$839K
|
+16,688
|
+7%
|
|
|
50
|
CGN Advisors
Manhattan,
Kansas
|
$11.4M
|
-$694K
|
-13,801
|
-6%
|
|
