|
26
|
Heritage Family Offices
Scottsdale,
Arizona
|
$5.33M
|
+$2.42M
|
+76,289
|
+59%
|
|
|
27
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$5.33M
|
+$6.52M
|
+205,477
|
New
|
|
|
28
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$4.83M
|
+$174K
|
+5,469
|
+3%
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$4.51M
|
+$573K
|
+18,061
|
+12%
|
|
|
30
|
|
$4.43M
|
+$187K
|
+5,890
|
+4%
|
|
|
31
|
VVR Holdings
Bellingham,
Washington
|
$4.38M
|
+$1.05M
|
+33,008
|
+24%
|
|
|
32
|
Cresset Asset Management
Chicago,
Illinois
|
$4.37M
|
-$79.1K
|
-2,491
|
-1%
|
|
|
33
|
|
$4.28M
|
+$5.24M
|
+165,079
|
New
|
|
|
34
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$4.2M
|
+$852K
|
+26,824
|
+20%
|
|
|
35
|
Kestra Advisory Services
Austin,
Texas
|
$4.19M
|
+$835K
|
+26,289
|
+19%
|
|
|
36
|
Moors & Cabot
Boston,
Massachusetts
|
$4.18M
|
-$249K
|
-7,839
|
-5%
|
|
|
37
|
Stonebrook Private
Northville,
Michigan
|
$4M
|
+$141K
|
+4,428
|
+3%
|
|
|
38
|
|
$3.89M
|
+$1.82M
|
+57,441
|
+65%
|
|
|
39
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$3.79M
|
+$1.82M
|
+57,381
|
+65%
|
|
|
40
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.76M
|
-$59.2K
|
-1,866
|
-1%
|
|
|
41
|
Ascension Capital Advisors
Houston,
Texas
|
$3.75M
|
+$239K
|
+7,536
|
+5%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.72M
|
+$146K
|
+4,607
|
+3%
|
|
|
43
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$3.71M
|
+$408K
|
+12,851
|
+10%
|
|
|
44
|
Riversedge Advisors
Wilmington,
Delaware
|
$3.68M
|
-$7.25M
|
-228,399
|
-62%
|
|
|
45
|
Meitav Investment House
Bene-Beraq,
Israel
|
$3.66M
|
+$1.09M
|
+34,436
|
+32%
|
|
|
46
|
Franklin Resources
San Mateo,
California
|
$3.31M
|
+$1.32M
|
+41,721
|
+49%
|
|
|
47
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$3.2M
|
-$22.8K
|
-719
|
-0.6%
|
|
|
48
|
Renaissance Technologies
New York
|
$3.17M
|
+$2.57M
|
+81,000
|
+197%
|
|
|
49
|
HFG Wealth Management
The Woodlands,
Texas
|
$3.08M
|
-$2.38M
|
-74,846
|
-39%
|
|
|
50
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.84M
|
+$3.47M
|
+109,411
|
New
|
|
