|
26
|
Asio Capital
Lexington,
Kentucky
|
$31.5M
|
+$6.46M
|
+130,080
|
+26%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.2M
|
+$2.43M
|
+48,816
|
+10%
|
|
|
28
|
American Trust
Lexington,
Kentucky
|
$24.1M
|
+$23.8M
|
+478,239
|
New
|
|
|
29
|
Tortoise Investment Management
White Plains,
New York
|
$24M
|
+$9.13M
|
+183,841
|
+63%
|
|
|
30
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$23.8M
|
+$23.5M
|
+472,343
|
New
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$21.5M
|
-$8.68M
|
-174,634
|
-29%
|
|
|
32
|
Mather Group
Chicago,
Illinois
|
$21.4M
|
+$2.92M
|
+58,770
|
+16%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$21.2M
|
-$3.97K
|
-80
|
-0%
|
|
|
34
|
Avidian Wealth Enterprises
Houston,
Texas
|
$21.2M
|
+$495K
|
+9,964
|
+2%
|
|
|
35
|
ABLE Financial Group
Scottsdale,
Arizona
|
$21.1M
|
+$5.78M
|
+116,327
|
+39%
|
|
|
36
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$20.7M
|
+$77.5K
|
+1,560
|
+0.4%
|
|
|
37
|
Larson Financial Group
St Louis,
Missouri
|
$20.5M
|
+$1.29M
|
+25,934
|
+7%
|
|
|
38
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$20.3M
|
-$145K
|
-2,909
|
-0.7%
|
|
|
39
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$19.6M
|
+$3.06M
|
+61,664
|
+19%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.5M
|
-$2.39M
|
-48,182
|
-11%
|
|
|
41
|
Stephens Consulting
Flint,
Michigan
|
$18.7M
|
+$929K
|
+18,702
|
+5%
|
|
|
42
|
Huntington National Bank
Columbus,
Ohio
|
$18.3M
|
–
|
–
|
–
|
|
|
43
|
Lido Advisors
Los Angeles,
California
|
$18.1M
|
+$10.9M
|
+220,162
|
+160%
|
|
|
44
|
Jones Financial Companies
Des Peres,
Missouri
|
$17.5M
|
+$8.21M
|
+165,353
|
+91%
|
|
|
45
|
Bridgewater Advisors
New York
|
$17.4M
|
+$11.4M
|
+230,028
|
+204%
|
|
|
46
|
CGN Advisors
Manhattan,
Kansas
|
$17.2M
|
+$2.76M
|
+55,649
|
+20%
|
|
|
47
|
CFO4Life Group
Coppell,
Texas
|
$16.7M
|
+$1.06M
|
+21,245
|
+7%
|
|
|
48
|
Helen Stephens Group
Fort Worth,
Texas
|
$16.2M
|
+$476K
|
+9,572
|
+3%
|
|
|
49
|
|
$15.3M
|
-$13.4M
|
-269,317
|
-47%
|
|
|
50
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$15M
|
+$3.18M
|
+64,042
|
+27%
|
|
