|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$262M
|
+$237M
|
+3,122,939
|
+924%
|
|
|
2
|
Aprio Wealth Management
Atlanta,
Georgia
|
$47.4M
|
+$3.96M
|
+52,153
|
+9%
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$45.3M
|
+$9.29M
|
+122,308
|
+25%
|
|
|
4
|
Karpus Investment Management
Pittsford,
New York
|
$44.3M
|
+$2.73M
|
+35,915
|
+6%
|
|
|
5
|
Mills Wealth Advisors
Southlake,
Texas
|
$30M
|
+$4.69M
|
+61,776
|
+18%
|
|
|
6
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$28.9M
|
+$4.35M
|
+57,303
|
+18%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.1M
|
+$15.9M
|
+209,887
|
+215%
|
|
|
8
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$20.2M
|
+$3.9M
|
+51,289
|
+24%
|
|
|
9
|
Opus Capital Group
Cincinnati,
Ohio
|
$18.8M
|
+$2.02M
|
+26,606
|
+12%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$18.3M
|
+$17.9M
|
+235,605
|
+2,478%
|
|
|
11
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$17.3M
|
-$654K
|
-8,614
|
-4%
|
|
|
12
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$13.7M
|
+$118K
|
+1,554
|
+0.9%
|
|
|
13
|
Elite Life Management
Sarasota,
Florida
|
$13.2M
|
+$13.2M
|
+173,841
|
New
|
|
|
14
|
CGN Advisors
Manhattan,
Kansas
|
$12.9M
|
-$32.7K
|
-430
|
-0.2%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$8.15M
|
+$7.98M
|
+105,089
|
+3,091%
|
|
|
16
|
Verus Financial Partners
Richmond,
Virginia
|
$7.39M
|
+$591K
|
+7,782
|
+9%
|
|
|
17
|
TAGStone Capital
Charlotte,
North Carolina
|
$7.3M
|
-$505K
|
-6,653
|
-6%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$6.96M
|
+$5.17M
|
+68,011
|
+277%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.68M
|
+$5.74M
|
+75,626
|
+567%
|
|
|
20
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.55M
|
+$436K
|
+5,744
|
+7%
|
|
|
21
|
TFO Wealth Partners
Maumee,
Ohio
|
$6.2M
|
+$4.01M
|
+52,827
|
+178%
|
|
|
22
|
Tilson Financial Group
New Providence,
New Jersey
|
$5.54M
|
+$1.31M
|
+17,253
|
+31%
|
|
|
23
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$5.34M
|
-$312K
|
-4,109
|
-5%
|
|
|
24
|
Blume Capital Management
Berkeley,
California
|
$5.31M
|
-$1.02M
|
-13,365
|
-16%
|
|
|
25
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$4.48M
|
+$2.1M
|
+27,671
|
+86%
|
|
