|
51
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$6.02M
|
+$44.8K
|
+1,632
|
+0.8%
|
|
|
52
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$5.81M
|
+$2.4M
|
+87,595
|
+68%
|
|
|
53
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.73M
|
+$1.52M
|
+55,350
|
+36%
|
|
|
54
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$5.68M
|
+$5.71M
|
+208,061
|
New
|
|
|
55
|
Carmel Capital Partners
San Diego,
California
|
$5.41M
|
+$5.44M
|
+198,166
|
New
|
|
|
56
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.12M
|
-$858K
|
-31,257
|
-14%
|
|
|
57
|
Crumly & Associates
Springfield,
Illinois
|
$5.09M
|
+$171K
|
+6,248
|
+3%
|
|
|
58
|
NWF Advisory Services
Los Angeles,
California
|
$4.88M
|
+$4.91M
|
+178,762
|
New
|
|
|
59
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.84M
|
+$797K
|
+29,037
|
+20%
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.68M
|
+$3.59M
|
+130,953
|
+323%
|
|
|
61
|
KWB Wealth
Redlands,
California
|
$4.62M
|
+$1.97M
|
+71,824
|
+74%
|
|
|
62
|
Silver Oak Securities
Jackson,
Tennessee
|
$4.61M
|
-$42.8K
|
-1,558
|
-0.9%
|
|
|
63
|
Old Mission Capital
Chicago,
Illinois
|
$4.6M
|
-$5.41K
|
-197
|
-0.1%
|
|
|
64
|
Entruity Wealth
Bakersfield,
California
|
$4.52M
|
+$328K
|
+11,947
|
+8%
|
|
|
65
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$4.26M
|
-$92.1K
|
-3,357
|
-2%
|
|
|
66
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.23M
|
-$27.9K
|
-1,017
|
-0.7%
|
|
|
67
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.2M
|
+$749K
|
+27,304
|
+22%
|
|
|
68
|
Blue Investment Partners
Alamo,
California
|
$4.01M
|
+$1.41M
|
+51,461
|
+54%
|
|
|
69
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$3.88M
|
+$1.66M
|
+60,357
|
+74%
|
|
|
70
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$3.75M
|
+$3.77M
|
+137,538
|
New
|
|
|
71
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.68M
|
+$2.68M
|
+97,683
|
+263%
|
|
|
72
|
Turning Point Benefit Group
Frederick,
Maryland
|
$3.54M
|
+$1.99M
|
+72,572
|
+120%
|
|
|
73
|
Midwest Financial Network
Tinley Park,
Illinois
|
$3.52M
|
+$80.6K
|
+2,938
|
+2%
|
|
|
74
|
&Partners
Nashville,
Tennessee
|
$3.5M
|
+$879K
|
+32,020
|
+33%
|
|
|
75
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.45M
|
+$157K
|
+5,720
|
+5%
|
|
