|
51
|
Ridgeline Wealth
Mesa,
Arizona
|
$5.53M
|
+$200K
|
+2,930
|
+4%
|
|
|
52
|
Cardiff Park Advisors
Carlsbad,
California
|
$5.4M
|
+$672K
|
+9,856
|
+15%
|
|
|
53
|
Mendota Financial Group
Madison,
Wisconsin
|
$5.11M
|
+$870K
|
+12,753
|
+22%
|
|
|
54
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$4.66M
|
-$269K
|
-3,942
|
-6%
|
|
|
55
|
SeedSafe Financial
Austin,
Texas
|
$4.26M
|
–
|
–
|
–
|
|
|
56
|
Cypress Point Wealth Management
Dallas,
Texas
|
$4.19M
|
+$58.3K
|
+854
|
+2%
|
|
|
57
|
Haven Private
Orlando,
Florida
|
$4.15M
|
-$196K
|
-2,880
|
-5%
|
|
|
58
|
Wells Fargo
San Francisco,
California
|
$4.09M
|
+$180K
|
+2,642
|
+5%
|
|
|
59
|
CoreCap Advisors
Southfield,
Michigan
|
$4.09M
|
+$508K
|
+7,447
|
+15%
|
|
|
60
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.93M
|
-$8.46K
|
-124
|
-0.2%
|
|
|
61
|
|
$3.85M
|
+$24.6K
|
+360
|
+0.7%
|
|
|
62
|
Passive Capital Management
Baltimore,
Maryland
|
$3.67M
|
–
|
–
|
–
|
|
|
63
|
Acropolis Investment Management
St. Louis,
Missouri
|
$3.61M
|
+$239K
|
+3,500
|
+8%
|
|
|
64
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.58M
|
+$147K
|
+2,160
|
+5%
|
|
|
65
|
Aire Advisors
Beverly Hills,
California
|
$3.58M
|
-$128K
|
-1,879
|
-4%
|
|
|
66
|
Atlas Wealth
Cincinnati,
Ohio
|
$3.17M
|
+$430K
|
+6,306
|
+17%
|
|
|
67
|
Rockefeller Capital Management
New York
|
$3.16M
|
+$60.4K
|
+885
|
+2%
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$3.11M
|
+$71.5K
|
+1,048
|
+3%
|
|
|
69
|
Family Office Research
Bethesda,
Maryland
|
$3.09M
|
+$2.12K
|
+31
|
+0.1%
|
|
|
70
|
Endeavor Private Wealth
Topeka,
Kansas
|
$3.09M
|
+$213K
|
+3,116
|
+8%
|
|
|
71
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$2.96M
|
+$267K
|
+3,911
|
+11%
|
|
|
72
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.69M
|
+$571K
|
+8,372
|
+30%
|
|
|
73
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$2.65M
|
-$2.73K
|
-40
|
-0.1%
|
|
|
74
|
Cresset Asset Management
Chicago,
Illinois
|
$2.61M
|
+$917K
|
+13,447
|
+61%
|
|
|
75
|
Burk Holdings
Tulsa,
Oklahoma
|
$2.58M
|
-$43.5K
|
-637
|
-2%
|
|
