|
51
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.41M
|
+$1.27M
|
+23,417
|
+39%
|
|
|
52
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.23M
|
+$904K
|
+16,680
|
+22%
|
|
|
53
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$4.11M
|
+$1.15M
|
+21,205
|
+37%
|
|
|
54
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.01M
|
+$8.29K
|
+153
|
+0.2%
|
|
|
55
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.94M
|
+$432K
|
+7,966
|
+12%
|
|
|
56
|
SOL Capital Management
Rockville,
Maryland
|
$3.88M
|
+$744K
|
+13,733
|
+23%
|
|
|
57
|
Collective Family Office
York,
Pennsylvania
|
$3.77M
|
+$335K
|
+6,187
|
+9%
|
|
|
58
|
ML&R Wealth Management
Austin,
Texas
|
$3.74M
|
+$139K
|
+2,569
|
+4%
|
|
|
59
|
Corient Private Wealth
Miami,
Florida
|
$3.47M
|
+$396K
|
+7,312
|
+12%
|
|
|
60
|
Rockefeller Capital Management
New York
|
$3.29M
|
+$230K
|
+4,250
|
+7%
|
|
|
61
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.16M
|
+$48.3K
|
+892
|
+2%
|
|
|
62
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.06M
|
+$269K
|
+4,967
|
+9%
|
|
|
63
|
Bridge Advisory
Pasadena,
California
|
$2.74M
|
+$71.7K
|
+1,323
|
+3%
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.52M
|
+$117K
|
+2,160
|
+5%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$2.34M
|
+$22.4K
|
+413
|
+0.9%
|
|
|
66
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.04M
|
+$1.05M
|
+19,375
|
+100%
|
|
|
67
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.01M
|
+$73.2K
|
+1,350
|
+4%
|
|
|
68
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$2M
|
+$2.05M
|
+37,901
|
New
|
|
|
69
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.87M
|
+$101K
|
+1,872
|
+6%
|
|
|
70
|
Mattern Capital Management
Lakewood,
Colorado
|
$1.71M
|
-$179K
|
-3,294
|
-9%
|
|
|
71
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.7M
|
–
|
–
|
–
|
|
|
72
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.69M
|
+$7.97K
|
+147
|
+0.5%
|
|
|
73
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.63M
|
-$109K
|
-2,006
|
-6%
|
|
|
74
|
Perigon Wealth Management
San Francisco,
California
|
$1.57M
|
+$141K
|
+2,610
|
+10%
|
|
|
75
|
Stone Summit Wealth
Miami,
Florida
|
$1.52M
|
+$486K
|
+8,963
|
+45%
|
|
