|
1
|
Aprio Wealth Management
Atlanta,
Georgia
|
$43.8M
|
+$43.8M
|
+578,963
|
New
|
|
|
2
|
Karpus Investment Management
Pittsford,
New York
|
$41.9M
|
+$1.56M
|
+20,677
|
+4%
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$36.3M
|
+$22.5M
|
+297,513
|
+163%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$25.7M
|
+$14.4M
|
+189,764
|
+128%
|
|
|
5
|
Mills Wealth Advisors
Southlake,
Texas
|
$25.5M
|
+$2.88M
|
+38,126
|
+13%
|
|
|
6
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$24.7M
|
+$9.6M
|
+126,850
|
+63%
|
|
|
7
|
|
$20.1M
|
+$7.11M
|
+93,978
|
+55%
|
|
|
8
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$18.1M
|
+$1.5M
|
+19,873
|
+9%
|
|
|
9
|
Opus Capital Group
Cincinnati,
Ohio
|
$16.9M
|
+$3.56M
|
+47,068
|
+27%
|
|
|
10
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$16.5M
|
+$16.5M
|
+218,146
|
New
|
|
|
11
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$13.6M
|
+$894K
|
+11,823
|
+7%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$13.1M
|
+$847K
|
+11,197
|
+7%
|
|
|
13
|
|
$11.5M
|
-$5.58M
|
-73,720
|
-33%
|
|
|
14
|
TAGStone Capital
Charlotte,
North Carolina
|
$7.85M
|
+$634K
|
+8,375
|
+9%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.39M
|
+$7.4M
|
+97,821
|
New
|
|
|
16
|
Verus Financial Partners
Richmond,
Virginia
|
$6.82M
|
+$916K
|
+12,105
|
+16%
|
|
|
17
|
Blume Capital Management
Berkeley,
California
|
$6.35M
|
-$7.57K
|
-100
|
-0.1%
|
|
|
18
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.16M
|
+$1.15M
|
+15,182
|
+23%
|
|
|
19
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$5.68M
|
+$383K
|
+5,067
|
+7%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$5M
|
+$223K
|
+2,944
|
+5%
|
|
|
21
|
Tilson Financial Group
New Providence,
New Jersey
|
$4.27M
|
+$4.28M
|
+56,518
|
New
|
|
|
22
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.25M
|
+$850K
|
+11,235
|
+25%
|
|
|
23
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$4.14M
|
+$40.5K
|
+536
|
+1%
|
|
|
24
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$3.77M
|
+$1.93M
|
+25,567
|
+105%
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.61M
|
+$291K
|
+3,848
|
+9%
|
|
