|
26
|
Modern Wealth Management
Lenexa,
Kansas
|
$8.22M
|
+$7.46M
|
+81,210
|
New
|
|
|
27
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.64M
|
-$1.86M
|
-20,222
|
-21%
|
|
|
28
|
Z3 Capital Partners
Richmond,
Virginia
|
$7.46M
|
+$27.1K
|
+295
|
+0.4%
|
|
|
29
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$6.67M
|
+$541K
|
+5,888
|
+10%
|
|
|
30
|
Symphony Financial Services
Akron,
Ohio
|
$6.54M
|
+$903K
|
+9,830
|
+18%
|
|
|
31
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$6.11M
|
+$5.54M
|
+60,332
|
New
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$6.05M
|
+$5.49M
|
+59,807
|
New
|
|
|
33
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$5.24M
|
+$183K
|
+1,994
|
+4%
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.99M
|
+$115K
|
+1,250
|
+3%
|
|
|
35
|
McDonald Partners
Cleveland,
Ohio
|
$4.86M
|
+$1.87M
|
+20,336
|
+74%
|
|
|
36
|
Oppenheimer & Co
New York
|
$4.58M
|
+$928K
|
+10,100
|
+29%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$4.55M
|
+$731K
|
+7,956
|
+22%
|
|
|
38
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$3.96M
|
-$2.44M
|
-26,574
|
-40%
|
|
|
39
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.44M
|
-$163K
|
-1,773
|
-5%
|
|
|
40
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.22M
|
+$2.92M
|
+31,829
|
New
|
|
|
41
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.18M
|
+$3.86K
|
+42
|
+0.1%
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.8M
|
+$8.45K
|
+92
|
+0.3%
|
|
|
43
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.6M
|
-$202K
|
-2,203
|
-8%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$2.5M
|
+$66.3K
|
+722
|
+3%
|
|
|
45
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.43M
|
+$2.2M
|
+23,964
|
New
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
$2.34M
|
-$149K
|
-1,627
|
-7%
|
|
|
47
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$2.3M
|
-$20.2K
|
-220
|
-1%
|
|
|
48
|
Western Wealth Management
Golden,
Colorado
|
$2.28M
|
+$636K
|
+6,922
|
+44%
|
|
|
49
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2.23M
|
+$10K
|
+109
|
+0.5%
|
|
|
50
|
Allied Private Wealth
Boca Raton,
Florida
|
$2.15M
|
+$2.04M
|
+22,193
|
New
|
|
