|
1
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$21.5M
|
+$1.9M
|
+24,845
|
+10%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$19.2M
|
+$7.67M
|
+100,365
|
+67%
|
|
|
3
|
Mills Wealth Advisors
Southlake,
Texas
|
$12.6M
|
-$389K
|
-5,086
|
-3%
|
|
|
4
|
S.A. Mason
Holland,
Michigan
|
$12.6M
|
+$3.43M
|
+44,841
|
+38%
|
|
|
5
|
Opus Capital Group
Cincinnati,
Ohio
|
$11.4M
|
+$1.11M
|
+14,555
|
+11%
|
|
|
6
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$10.9M
|
+$2.3M
|
+30,073
|
+27%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
$10.7M
|
+$10.6M
|
+139,319
|
New
|
|
|
8
|
American Investment Services
Great Barrington,
Massachusetts
|
$9.9M
|
+$936K
|
+12,245
|
+11%
|
|
|
9
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$9.7M
|
+$5.19M
|
+67,973
|
+116%
|
|
|
10
|
CGN Advisors
Manhattan,
Kansas
|
$9.5M
|
+$1.53M
|
+19,997
|
+19%
|
|
|
11
|
Frisch Financial Group
Melville,
New York
|
$7.51M
|
+$7.49M
|
+98,000
|
New
|
|
|
12
|
Quantinno Capital Management
New York
|
$7.51M
|
+$7.49M
|
+98,000
|
New
|
|
|
13
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$6.32M
|
+$5.46M
|
+71,403
|
+645%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.72M
|
+$3.75M
|
+49,051
|
+191%
|
|
|
15
|
RW Investment Management
Eagle,
Idaho
|
$5.39M
|
+$1.55M
|
+20,337
|
+41%
|
|
|
16
|
IRON Financial
Northbrook,
Illinois
|
$5.05M
|
+$1.57M
|
+20,578
|
+45%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.02M
|
+$2.08M
|
+27,269
|
+71%
|
|
|
18
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$4.73M
|
+$686K
|
+8,978
|
+17%
|
|
|
19
|
Rialto Wealth Management
Syracuse,
New York
|
$4.69M
|
+$1.88M
|
+24,654
|
+67%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.87M
|
+$1.89M
|
+24,788
|
+96%
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$3.86M
|
+$749K
|
+9,800
|
+24%
|
|
|
22
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$3.49M
|
-$721K
|
-9,436
|
-17%
|
|
|
23
|
TD Capital Management
Memphis,
Tennessee
|
$3.33M
|
+$3.32M
|
+43,473
|
New
|
|
|
24
|
Bank of New York Mellon
New York
|
$3.2M
|
-$78.2K
|
-1,024
|
-2%
|
|
|
25
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$3.13M
|
+$656K
|
+8,581
|
+27%
|
|
