|
1
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$18.2M
|
+$6.06M
|
+79,206
|
+50%
|
|
|
2
|
Opus Capital Group
Cincinnati,
Ohio
|
$8.28M
|
+$1.95M
|
+25,452
|
+31%
|
|
|
3
|
CGN Advisors
Manhattan,
Kansas
|
$7.46M
|
+$1.18M
|
+15,406
|
+19%
|
|
|
4
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$6.84M
|
+$2.37M
|
+30,938
|
+53%
|
|
|
5
|
S.A. Mason
Holland,
Michigan
|
$6.39M
|
+$6.39M
|
+83,578
|
New
|
|
|
6
|
Mills Wealth Advisors
Southlake,
Texas
|
$5.86M
|
+$28.8K
|
+377
|
+0.5%
|
|
|
7
|
|
$5.07M
|
+$4.03M
|
+52,649
|
+386%
|
|
|
8
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$4.05M
|
+$4.03M
|
+52,635
|
New
|
|
|
9
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$3.27M
|
+$3.28M
|
+42,826
|
New
|
|
|
10
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$3.25M
|
+$3.25M
|
+42,505
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$2.78M
|
+$2.78M
|
+36,386
|
New
|
|
|
12
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.75M
|
+$584K
|
+7,639
|
+27%
|
|
|
13
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.65M
|
+$2.65M
|
+34,639
|
New
|
|
|
14
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$2.46M
|
+$26.7K
|
+349
|
+1%
|
|
|
15
|
Rialto Wealth Management
Syracuse,
New York
|
$2.31M
|
+$1.35M
|
+17,648
|
+141%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
+$269K
|
+3,513
|
+14%
|
|
|
17
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.06M
|
+$2.06M
|
+26,945
|
New
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$1.99M
|
–
|
–
|
–
|
|
|
19
|
Platt Wealth Management
San Diego,
California
|
$1.72M
|
+$1.72M
|
+22,555
|
New
|
|
|
20
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$1.63M
|
+$5.96K
|
+78
|
+0.4%
|
|
|
21
|
Verum Partners
Charlotte,
North Carolina
|
$1.47M
|
-$15.7M
|
-205,101
|
-91%
|
|
|
22
|
CRA Financial Services
Northfield,
New Jersey
|
$1.36M
|
–
|
–
|
–
|
|
|
23
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.18M
|
+$283K
|
+3,700
|
+32%
|
|
|
24
|
Boston Family Office
Boston,
Massachusetts
|
$1.15M
|
+$425K
|
+5,563
|
+59%
|
|
|
25
|
MFA Wealth Services
Thousand Oaks,
California
|
$1.12M
|
+$531K
|
+6,939
|
+89%
|
|
