|
51
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$2.04M
|
+$2.18M
|
+48,724
|
New
|
|
|
52
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
53
|
Haven Private
Orlando,
Florida
|
$1.47M
|
+$1.57M
|
+35,169
|
New
|
|
|
54
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.21M
|
+$588K
|
+13,141
|
+84%
|
|
|
55
|
GeoWealth Management
Chicago,
Illinois
|
$1.21M
|
+$92.9K
|
+2,078
|
+8%
|
|
|
56
|
Apella Capital
West Hartford,
Connecticut
|
$1.2M
|
+$16.4K
|
+366
|
+1%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$1.19M
|
+$19.9K
|
+444
|
+2%
|
|
|
58
|
Life Planning Partners
Jacksonville,
Florida
|
$1.13M
|
+$78.1K
|
+1,746
|
+7%
|
|
|
59
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.04M
|
+$120K
|
+2,692
|
+12%
|
|
|
60
|
SC&H Financial Advisors
Sparks,
Maryland
|
$993K
|
-$19.7K
|
-441
|
-2%
|
|
|
61
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$943K
|
+$132K
|
+2,961
|
+15%
|
|
|
62
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$925K
|
+$986K
|
+22,065
|
New
|
|
|
63
|
Satovsky Asset Management
New York
|
$908K
|
+$7.73K
|
+173
|
+0.8%
|
|
|
64
|
AQR Capital Management
Greenwich,
Connecticut
|
$893K
|
+$673K
|
+15,049
|
+240%
|
|
|
65
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$857K
|
+$31.1K
|
+696
|
+4%
|
|
|
66
|
Parkworth Wealth Management
Los Gatos,
California
|
$827K
|
+$882K
|
+19,720
|
New
|
|
|
67
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$785K
|
+$41.4K
|
+926
|
+5%
|
|
|
68
|
MB Generational Wealth
Spokane,
Washington
|
$762K
|
+$244K
|
+5,450
|
+43%
|
|
|
69
|
Axxcess Wealth Management
Carlsbad,
California
|
$727K
|
+$71.2K
|
+1,592
|
+10%
|
|
|
70
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$627K
|
+$668K
|
+14,949
|
New
|
|
|
71
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$599K
|
-$261K
|
-5,831
|
-29%
|
|
|
72
|
Garrison Point Advisors
Walnut Creek,
California
|
$574K
|
+$613K
|
+13,704
|
New
|
|
|
73
|
Financial Engines Advisors
Santa Clara,
California
|
$547K
|
+$18.6K
|
+417
|
+3%
|
|
|
74
|
BWM Planning
The Woodlands,
Texas
|
$532K
|
–
|
–
|
–
|
|
|
75
|
Avant Financial Advisors
Austin,
Texas
|
$527K
|
+$562K
|
+12,574
|
New
|
|
