|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$274M
|
+$14.5M
|
+190,855
|
+6%
|
|
|
2
|
Verum Partners
Charlotte,
North Carolina
|
$64.3M
|
+$18.1M
|
+238,753
|
+40%
|
|
|
3
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$47M
|
+$17.5M
|
+231,019
|
+60%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$46.9M
|
+$1.79M
|
+23,571
|
+4%
|
|
|
5
|
Aprio Wealth Management
Atlanta,
Georgia
|
$43.7M
|
-$4.5M
|
-59,409
|
-9%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$38.2M
|
+$19.3M
|
+255,063
|
+104%
|
|
|
7
|
Mills Wealth Advisors
Southlake,
Texas
|
$34.4M
|
+$3.91M
|
+51,597
|
+13%
|
|
|
8
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$25.2M
|
+$4.58M
|
+60,472
|
+22%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22M
|
-$1.48M
|
-19,553
|
-6%
|
|
|
10
|
Opus Capital Group
Cincinnati,
Ohio
|
$19M
|
-$82.3K
|
-1,087
|
-0.4%
|
|
|
11
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$16.4M
|
-$1.24M
|
-16,347
|
-7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$15.8M
|
+$8.7M
|
+114,804
|
+124%
|
|
|
13
|
Elite Life Management
Sarasota,
Florida
|
$14.5M
|
+$1.51M
|
+19,920
|
+11%
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$14M
|
+$75.9K
|
+1,002
|
+0.6%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
$13.2M
|
+$58.5K
|
+772
|
+0.4%
|
|
|
16
|
Alaethes Wealth
Glenbrook,
Nevada
|
$12.3M
|
+$12.2M
|
+160,419
|
New
|
|
|
17
|
Tradewinds Capital Management
Bellingham,
Washington
|
$11.8M
|
+$11.7M
|
+153,988
|
New
|
|
|
18
|
|
$11.7M
|
+$10M
|
+132,200
|
+614%
|
|
|
19
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$10.1M
|
+$9.98M
|
+131,776
|
New
|
|
|
20
|
Verus Financial Partners
Richmond,
Virginia
|
$9.09M
|
+$1.62M
|
+21,441
|
+22%
|
|
|
21
|
TFO Wealth Partners
Maumee,
Ohio
|
$8.79M
|
+$2.46M
|
+32,505
|
+39%
|
|
|
22
|
Penney Financial
Houston,
Texas
|
$8.67M
|
+$8.59M
|
+113,444
|
New
|
|
|
23
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$8.34M
|
+$3.75M
|
+49,443
|
+83%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$7.61M
|
+$3.31M
|
+43,723
|
+78%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.45M
|
+$6.13M
|
+80,934
|
+490%
|
|
