|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.6M
|
+$6.85M
|
+146,209
|
+70%
|
|
|
27
|
Envision Financial
Brookfield,
Wisconsin
|
$16.2M
|
+$3.32M
|
+70,881
|
+26%
|
|
|
28
|
SouthState Corp
Winter Haven,
Florida
|
$16M
|
-$1.52M
|
-32,471
|
-9%
|
|
|
29
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$15.9M
|
-$6.33M
|
-135,082
|
-29%
|
|
|
30
|
Oath Planning
Tulsa,
Oklahoma
|
$15.8M
|
+$3.04M
|
+64,913
|
+24%
|
|
|
31
|
Creative Financial Designs
Kokomo,
Indiana
|
$15.8M
|
-$1.12M
|
-23,968
|
-7%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
+$531K
|
+11,333
|
+4%
|
|
|
33
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$15.4M
|
-$374K
|
-7,995
|
-2%
|
|
|
34
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$15.1M
|
+$94.6K
|
+2,019
|
+0.6%
|
|
|
35
|
Planning Directions
Glen Mills,
Pennsylvania
|
$14.2M
|
+$243K
|
+5,195
|
+2%
|
|
|
36
|
Cyr Financial
Hennepin,
Illinois
|
$14M
|
+$971K
|
+20,733
|
+7%
|
|
|
37
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.9M
|
+$6.96M
|
+148,652
|
+101%
|
|
|
38
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$11.1M
|
-$7.95M
|
-169,752
|
-39%
|
|
|
39
|
IMA Advisory Services
Denver,
Colorado
|
$10.7M
|
+$344K
|
+7,346
|
+3%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
-$177K
|
-3,783
|
-2%
|
|
|
41
|
Toth Financial Advisory
Leesburg,
Virginia
|
$9.71M
|
+$531K
|
+11,343
|
+6%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.09M
|
-$260K
|
-5,544
|
-3%
|
|
|
43
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$9.01M
|
+$722K
|
+15,410
|
+9%
|
|
|
44
|
|
$8.54M
|
+$350K
|
+7,472
|
+4%
|
|
|
45
|
Fjell Capital
Fargo,
North Dakota
|
$8.5M
|
+$382K
|
+8,148
|
+5%
|
|
|
46
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.44M
|
+$1.73M
|
+36,920
|
+26%
|
|
|
47
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$8.11M
|
+$406K
|
+8,677
|
+5%
|
|
|
48
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$7.29M
|
+$42.6K
|
+910
|
+0.6%
|
|
|
49
|
Simplicity Wealth
Summit,
New Jersey
|
$7.26M
|
+$7.26M
|
+155,031
|
New
|
|
|
50
|
Insight Wealth Partners
Plano,
Texas
|
$7.12M
|
+$733K
|
+15,656
|
+11%
|
|
