|
1
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$19.5M
|
+$1.41M
|
+18,353
|
+8%
|
|
|
2
|
Mills Wealth Advisors
Southlake,
Texas
|
$13M
|
+$7.17M
|
+93,311
|
+122%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$11.5M
|
+$8.79M
|
+114,354
|
+314%
|
|
|
4
|
Opus Capital Group
Cincinnati,
Ohio
|
$10.3M
|
+$2.01M
|
+26,119
|
+24%
|
|
|
5
|
S.A. Mason
Holland,
Michigan
|
$9.08M
|
+$2.73M
|
+35,469
|
+42%
|
|
|
6
|
American Investment Services
Great Barrington,
Massachusetts
|
$8.89M
|
+$8.63M
|
+112,315
|
+2,707%
|
|
|
7
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$8.55M
|
+$1.74M
|
+22,691
|
+25%
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$7.95M
|
+$504K
|
+6,555
|
+7%
|
|
|
9
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$4.47M
|
+$1.24M
|
+16,109
|
+38%
|
|
|
10
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$4.19M
|
+$177K
|
+2,302
|
+4%
|
|
|
11
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$4.02M
|
+$760K
|
+9,885
|
+23%
|
|
|
12
|
RW Investment Management
Eagle,
Idaho
|
$3.81M
|
+$3.84M
|
+49,972
|
New
|
|
|
13
|
IRON Financial
Northbrook,
Illinois
|
$3.45M
|
+$3.48M
|
+45,262
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$3.26M
|
+$3.29M
|
+42,748
|
New
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$3.1M
|
+$3.12M
|
+40,621
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.92M
|
+$675K
|
+8,784
|
+30%
|
|
|
17
|
Rialto Wealth Management
Syracuse,
New York
|
$2.79M
|
+$492K
|
+6,399
|
+21%
|
|
|
18
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.49M
|
-$151K
|
-1,965
|
-6%
|
|
|
19
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.48M
|
+$2.5M
|
+32,565
|
New
|
|
|
20
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$2.46M
|
+$9.69K
|
+126
|
+0.4%
|
|
|
21
|
Harbor Group
Bedford,
New Hampshire
|
$2.4M
|
+$1.37M
|
+17,819
|
+131%
|
|
|
22
|
Platt Wealth Management
San Diego,
California
|
$2.06M
|
+$339K
|
+4,405
|
+20%
|
|
|
23
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.06M
|
–
|
–
|
–
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.96M
|
+$1.86M
|
+24,184
|
+1,587%
|
|
|
25
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.96M
|
+$1.97M
|
+25,641
|
New
|
|
