|
1
|
Victory Capital Management
San Antonio,
Texas
|
$500M
|
+$57.4M
|
+2,608,764
|
+13%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$385M
|
+$15.5M
|
+704,134
|
+4%
|
|
|
3
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$178M
|
+$6.96M
|
+316,424
|
+4%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$160M
|
+$18.8M
|
+853,671
|
+13%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$139M
|
+$12.5M
|
+567,558
|
+10%
|
|
|
6
|
1900 Wealth Management
San Antonio,
Texas
|
$95.4M
|
+$2M
|
+90,707
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.7M
|
+$1.98M
|
+89,813
|
+5%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.3M
|
+$38.7M
|
+1,760,311
|
New
|
|
|
9
|
Goldstein Advisors
Madison,
Wisconsin
|
$36.9M
|
+$6.15M
|
+279,496
|
+20%
|
|
|
10
|
Madison Wealth Partners
Madison,
Wisconsin
|
$34.9M
|
+$27M
|
+1,229,384
|
+328%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$33.6M
|
+$33.8M
|
+1,537,657
|
New
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$26.3M
|
+$5.67M
|
+257,657
|
+27%
|
|
|
13
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$25.4M
|
+$549K
|
+24,971
|
+2%
|
|
|
14
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$10.2M
|
+$4.47M
|
+203,299
|
+77%
|
|
|
15
|
Elk River Wealth Management
Denver,
Colorado
|
$7.87M
|
-$567K
|
-25,758
|
-7%
|
|
|
16
|
Huntleigh Advisors
St. Louis,
Missouri
|
$7.7M
|
+$447K
|
+20,309
|
+6%
|
|
|
17
|
Impact Investors
San Francisco,
California
|
$5.62M
|
+$424K
|
+19,264
|
+8%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.84M
|
+$97.5K
|
+4,435
|
+3%
|
|
|
19
|
|
$3.3M
|
+$725K
|
+32,940
|
+28%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.3M
|
+$3.33M
|
+151,315
|
New
|
|
|
21
|
Tandem Financial
Greenwood Village,
Colorado
|
$1.82M
|
+$1.84M
|
+83,732
|
New
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$1.49M
|
+$462K
|
+21,004
|
+44%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$968K
|
+$632K
|
+28,735
|
+183%
|
|
|
24
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$862K
|
–
|
–
|
–
|
|
|
25
|
Trademark Financial Management
Bloomington,
Minnesota
|
$841K
|
+$850K
|
+38,635
|
New
|
|
