|
101
|
Truist Financial
Charlotte,
North Carolina
|
$17.5M
|
+$4.93M
|
+94,687
|
+38%
|
|
|
102
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$17.1M
|
+$4.53M
|
+87,141
|
+35%
|
|
|
103
|
Destiny Capital
Golden,
Colorado
|
$16.5M
|
+$15.9M
|
+305,843
|
New
|
|
|
104
|
One Capital Management
Westlake Village,
California
|
$16.1M
|
-$39.6M
|
-760,990
|
-71%
|
|
|
105
|
Ackerman Capital Advisors
Dallas,
Texas
|
$15.7M
|
-$1.51M
|
-28,932
|
-9%
|
|
|
106
|
Concord Wealth Partners
Abingdon,
Virginia
|
$14.9M
|
+$3.02M
|
+57,968
|
+25%
|
|
|
107
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$14.8M
|
+$239K
|
+4,584
|
+2%
|
|
|
108
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$14.2M
|
-$10.1M
|
-194,043
|
-41%
|
|
|
109
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$14.2M
|
+$14.5M
|
+279,566
|
New
|
|
|
110
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$13.9M
|
+$73.1K
|
+1,405
|
+0.5%
|
|
|
111
|
Convergence Financial
Columbia,
Missouri
|
$13.8M
|
+$947K
|
+18,208
|
+7%
|
|
|
112
|
Choice Wealth Advisors
Waterville,
Maine
|
$13.4M
|
+$258K
|
+4,957
|
+2%
|
|
|
113
|
Navalign LLC
Encino,
California
|
$13.2M
|
+$2.27M
|
+43,597
|
+20%
|
|
|
114
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$13M
|
+$9.33M
|
+179,256
|
New
|
|
|
115
|
Diligent Investors
Redlands,
California
|
$12.8M
|
-$38.8K
|
-745
|
-0.3%
|
|
|
116
|
CCG Wealth Management
San Diego,
California
|
$12.8M
|
+$94K
|
+1,807
|
+0.7%
|
|
|
117
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12.8M
|
+$632K
|
+12,147
|
+5%
|
|
|
118
|
Echo Wealth Management
Plymouth,
Minnesota
|
$12.5M
|
-$419K
|
-8,059
|
-3%
|
|
|
119
|
IFP Advisors
Tampa,
Florida
|
$12.3M
|
-$3.58M
|
-68,753
|
-17%
|
|
|
120
|
PFG Private Wealth Management
Lutz,
Florida
|
$12M
|
+$540K
|
+10,375
|
+5%
|
|
|
121
|
Verus Capital Partners
Scottsdale,
Arizona
|
$11.9M
|
+$824K
|
+15,831
|
+7%
|
|
|
122
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$11.9M
|
+$130K
|
+2,493
|
+1%
|
|
|
123
|
Courier Capital
Buffalo,
New York
|
$11.9M
|
+$1.35M
|
+26,017
|
+13%
|
|
|
124
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.7M
|
-$7.93M
|
-152,489
|
-40%
|
|
|
125
|
Prudential Financial
Newark,
New Jersey
|
$11.6M
|
+$144K
|
+2,775
|
+1%
|
|
