|
51
|
POM Investment Strategies
Raleigh,
North Carolina
|
$12.1M
|
-$378K
|
-13,397
|
-3%
|
|
|
52
|
Solitude Financial Services
Charlottesville,
Virginia
|
$11.7M
|
+$488K
|
+17,281
|
+4%
|
|
|
53
|
PSI Advisors
Tampa,
Florida
|
$11.4M
|
+$390K
|
+13,830
|
+4%
|
|
|
54
|
Ignite Planners
San Clemente,
California
|
$11.2M
|
+$6.28M
|
+222,530
|
+136%
|
|
|
55
|
SimpliFi Inc
San Diego,
California
|
$11.2M
|
-$101K
|
-3,575
|
-0.9%
|
|
|
56
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$11.1M
|
+$10.6M
|
+376,445
|
+4,592%
|
|
|
57
|
Pitti Group Wealth Management
Victor,
New York
|
$11M
|
-$1.81K
|
-64
|
-0%
|
|
|
58
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$10.7M
|
+$256K
|
+9,075
|
+3%
|
|
|
59
|
Drake & Associates
Waukesha,
Wisconsin
|
$10.7M
|
+$162K
|
+5,757
|
+2%
|
|
|
60
|
Key Financial Inc
West Chester,
Pennsylvania
|
$10.6M
|
+$1.61M
|
+57,066
|
+18%
|
|
|
61
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.4M
|
+$583K
|
+20,662
|
+6%
|
|
|
62
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.4M
|
-$199K
|
-7,057
|
-2%
|
|
|
63
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$10.4M
|
+$2.07M
|
+73,348
|
+26%
|
|
|
64
|
First Horizon Advisors
Memphis,
Tennessee
|
$10.2M
|
-$286K
|
-10,148
|
-3%
|
|
|
65
|
Equitable Holdings
New York
|
$9.63M
|
+$3.19M
|
+113,143
|
+51%
|
|
|
66
|
RiverTree Advisors
Winter Park,
Florida
|
$9.5M
|
-$282K
|
-10,011
|
-3%
|
|
|
67
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$9.48M
|
+$1.35M
|
+47,771
|
+17%
|
|
|
68
|
Chris Bulman
Roseville,
California
|
$9.45M
|
+$9.22M
|
+326,834
|
New
|
|
|
69
|
ABLE Financial Group
Scottsdale,
Arizona
|
$9.42M
|
+$680K
|
+24,107
|
+8%
|
|
|
70
|
IFG Advisory
Atlanta,
Georgia
|
$9.34M
|
+$1.9M
|
+67,451
|
+26%
|
|
|
71
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.29M
|
+$554K
|
+19,624
|
+7%
|
|
|
72
|
Schulz Wealth
Mansfield,
Texas
|
$9.21M
|
-$85.5K
|
-3,029
|
-0.9%
|
|
|
73
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.13M
|
+$1.6M
|
+56,704
|
+22%
|
|
|
74
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.11M
|
+$1.47M
|
+52,178
|
+20%
|
|
|
75
|
Strategic Blueprint
Atlanta,
Georgia
|
$9.11M
|
+$519K
|
+18,398
|
+6%
|
|
