|
51
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$4.58M
|
+$1.11M
|
+26,455
|
+32%
|
|
|
52
|
Quantum Financial Advisors
El Segundo,
California
|
$4.37M
|
-$50.7K
|
-1,204
|
-1%
|
|
|
53
|
McCartney Wealth Management
Clayton,
Missouri
|
$4.1M
|
+$4.12M
|
+97,874
|
New
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$4.06M
|
+$2.16M
|
+51,311
|
+113%
|
|
|
55
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.87M
|
+$76.4K
|
+1,816
|
+2%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.86M
|
-$56.5K
|
-1,344
|
-1%
|
|
|
57
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.45M
|
+$231K
|
+5,493
|
+7%
|
|
|
58
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$3.44M
|
+$584K
|
+13,877
|
+20%
|
|
|
59
|
Wheels Up Wealth
Benicia,
California
|
$3.24M
|
+$3.25M
|
+77,284
|
New
|
|
|
60
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.11M
|
+$227K
|
+5,391
|
+8%
|
|
|
61
|
EJMK Ventures
Itasca,
Illinois
|
$3.09M
|
+$3.1M
|
+73,715
|
New
|
|
|
62
|
Red Lighthouse Investment Management
New York
|
$2.98M
|
-$8.41K
|
-200
|
-0.3%
|
|
|
63
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.79M
|
-$42.1K
|
-1,001
|
-1%
|
|
|
64
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$2.7M
|
-$39.5K
|
-940
|
-1%
|
|
|
65
|
Marrick Wealth
Irvine,
California
|
$2.68M
|
+$2.69M
|
+63,895
|
New
|
|
|
66
|
Index Fund Advisors
Irvine,
California
|
$2.58M
|
+$65.4K
|
+1,554
|
+3%
|
|
|
67
|
IHT Wealth Management
Chicago,
Illinois
|
$2.41M
|
+$347K
|
+8,259
|
+17%
|
|
|
68
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$2.38M
|
+$2.39M
|
+56,867
|
New
|
|
|
69
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$2.25M
|
-$26.8K
|
-637
|
-1%
|
|
|
70
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.19M
|
+$232K
|
+5,515
|
+12%
|
|
|
71
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.13M
|
+$2.52K
|
+60
|
+0.1%
|
|
|
72
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.12M
|
+$296K
|
+7,045
|
+16%
|
|
|
73
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.99M
|
+$552K
|
+13,129
|
+38%
|
|
|
74
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.62M
|
+$18.8K
|
+448
|
+1%
|
|
|
75
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.55M
|
-$7.99K
|
-190
|
-0.5%
|
|
