|
26
|
Vestment Financial
Chanhassen,
Minnesota
|
$5.7M
|
+$400K
|
+9,244
|
+8%
|
|
|
27
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$5.57M
|
+$948K
|
+21,909
|
+21%
|
|
|
28
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.5M
|
-$6.28K
|
-145
|
-0.1%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$5.41M
|
+$4.32M
|
+99,727
|
+438%
|
|
|
30
|
Austin Wealth Management
Austin,
Texas
|
$5.29M
|
+$2.05M
|
+47,375
|
+64%
|
|
|
31
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$5.12M
|
+$80.7K
|
+1,865
|
+2%
|
|
|
32
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4.55M
|
+$13K
|
+301
|
+0.3%
|
|
|
33
|
Collective Family Office
York,
Pennsylvania
|
$4.49M
|
-$371K
|
-8,578
|
-8%
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.36M
|
-$800K
|
-18,491
|
-16%
|
|
|
35
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.24M
|
-$4.11K
|
-95
|
-0.1%
|
|
|
36
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$4.17M
|
-$126K
|
-2,915
|
-3%
|
|
|
37
|
LAM Group
Lake Oswego,
Oregon
|
$3.94M
|
-$696K
|
-16,095
|
-15%
|
|
|
38
|
Park Avenue Securities
New York
|
$3.89M
|
+$450K
|
+10,395
|
+13%
|
|
|
39
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.65M
|
-$49K
|
-1,132
|
-1%
|
|
|
40
|
Valued Wealth Advisors
Holladay,
Utah
|
$3.53M
|
+$152K
|
+3,518
|
+5%
|
|
|
41
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.2M
|
-$588K
|
-13,585
|
-16%
|
|
|
42
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$2.93M
|
+$217K
|
+5,016
|
+8%
|
|
|
43
|
Burk Holdings
Tulsa,
Oklahoma
|
$2.75M
|
-$55.3K
|
-1,277
|
-2%
|
|
|
44
|
Red Lighthouse Investment Management
New York
|
$2.74M
|
-$730K
|
-16,876
|
-21%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$2.71M
|
+$313K
|
+7,226
|
+13%
|
|
|
46
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.69M
|
-$406K
|
-9,388
|
-13%
|
|
|
47
|
Sentinel Wealth Management
Reston,
Virginia
|
$2.69M
|
+$2.63M
|
+60,836
|
New
|
|
|
48
|
Parkshore Wealth Management
Granite Bay,
California
|
$2.59M
|
-$494K
|
-11,414
|
-16%
|
|
|
49
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$2.35M
|
-$30.4K
|
-702
|
-1%
|
|
|
50
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$2.32M
|
+$71.6K
|
+1,655
|
+3%
|
|
