|
26
|
Steele Capital Management
Dubuque,
Iowa
|
$8.41M
|
+$1.79M
|
+34,185
|
+27%
|
|
|
27
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$8.12M
|
+$8.11M
|
+154,528
|
New
|
|
|
28
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$8.12M
|
+$2.84M
|
+54,021
|
+54%
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.73M
|
+$2.85M
|
+54,358
|
+59%
|
|
|
30
|
MGO One Seven
Beachwood,
Ohio
|
$7.35M
|
+$7.08M
|
+134,826
|
+2,629%
|
|
|
31
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$7.11M
|
+$284K
|
+5,408
|
+4%
|
|
|
32
|
Brown Financial Advisors
Milford,
Ohio
|
$6.33M
|
-$16.1K
|
-307
|
-0.3%
|
|
|
33
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$6.28M
|
+$1.11M
|
+21,230
|
+22%
|
|
|
34
|
Foguth Wealth Management
Brighton,
Michigan
|
$6.22M
|
+$6.2M
|
+118,184
|
New
|
|
|
35
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$6.02M
|
+$3.46M
|
+65,935
|
+135%
|
|
|
36
|
Mattson Financial Services
Kentwood,
Michigan
|
$5.96M
|
-$267K
|
-5,076
|
-4%
|
|
|
37
|
RiverTree Advisors
Winter Park,
Florida
|
$5.85M
|
-$168K
|
-3,204
|
-3%
|
|
|
38
|
Indivisible Partners
Clearwater,
Florida
|
$5.83M
|
+$5.83M
|
+110,951
|
New
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.81M
|
+$388K
|
+7,392
|
+7%
|
|
|
40
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$5.4M
|
+$5.4M
|
+102,789
|
New
|
|
|
41
|
Delta Investment Management
San Francisco,
California
|
$5.36M
|
-$1.1M
|
-20,954
|
-17%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.25M
|
+$730K
|
+13,910
|
+16%
|
|
|
43
|
Renaissance Technologies
New York
|
$5.11M
|
-$471K
|
-8,971
|
-8%
|
|
|
44
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.86M
|
+$1.84M
|
+35,123
|
+61%
|
|
|
45
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$4.86M
|
+$578K
|
+11,000
|
+13%
|
|
|
46
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$4.47M
|
+$4.18M
|
+79,545
|
+1,436%
|
|
|
47
|
Belpointe Asset Management
Reno,
Nevada
|
$4.32M
|
+$1.19M
|
+22,673
|
+38%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$4.3M
|
+$2.15M
|
+40,914
|
+100%
|
|
|
49
|
HBW Advisory Services
Simi Valley,
California
|
$4.22M
|
+$1.27M
|
+24,190
|
+43%
|
|
|
50
|
High Net Worth Advisory Group
Naples,
Florida
|
$4.19M
|
+$1.14M
|
+21,775
|
+38%
|
|
