|
51
|
Corient Private Wealth
Miami,
Florida
|
$30.1M
|
+$28.8M
|
+579,076
|
New
|
|
|
52
|
Rockefeller Capital Management
New York
|
$30M
|
+$8.42M
|
+169,504
|
+42%
|
|
|
53
|
Provident Wealth Management
Brentwood,
Tennessee
|
$29.8M
|
+$469K
|
+9,439
|
+2%
|
|
|
54
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$27.5M
|
-$89.3K
|
-1,796
|
-0.3%
|
|
|
55
|
Venture Visionary Partners
Sylvania,
Ohio
|
$27.3M
|
+$2.72M
|
+54,789
|
+12%
|
|
|
56
|
Unique Wealth
Clearwater,
Florida
|
$26.9M
|
-$2.53M
|
-50,851
|
-9%
|
|
|
57
|
Brio Consultants
San Francisco,
California
|
$26.9M
|
+$119K
|
+2,398
|
+0.5%
|
|
|
58
|
|
$26M
|
+$1.51M
|
+30,369
|
+6%
|
|
|
59
|
AlphaCore Capital
La Jolla,
California
|
$25.6M
|
+$4.58M
|
+92,148
|
+23%
|
|
|
60
|
Hollencrest Capital Management
Newport Beach,
California
|
$25.3M
|
+$54.5K
|
+1,097
|
+0.2%
|
|
|
61
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$25.1M
|
+$7.22M
|
+145,261
|
+43%
|
|
|
62
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$24.1M
|
+$5.29M
|
+106,365
|
+30%
|
|
|
63
|
Affinity Wealth Management
Wilmington,
Delaware
|
$24M
|
+$1.69M
|
+34,081
|
+8%
|
|
|
64
|
Wiser Wealth Management
Marietta,
Georgia
|
$23M
|
+$3.31M
|
+66,574
|
+18%
|
|
|
65
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$22.2M
|
+$1.27M
|
+25,455
|
+6%
|
|
|
66
|
Goldstein Advisors
Madison,
Wisconsin
|
$22.2M
|
+$20.6M
|
+414,487
|
+3,435%
|
|
|
67
|
WealthPLAN Partners
Omaha,
Nebraska
|
$22.2M
|
+$470K
|
+9,460
|
+2%
|
|
|
68
|
WR Wealth Planners
Columbia,
Missouri
|
$22.1M
|
+$72.1K
|
+1,450
|
+0.3%
|
|
|
69
|
Cooper Financial Group
Irvine,
California
|
$21.3M
|
+$13.7M
|
+276,072
|
+206%
|
|
|
70
|
Modern Wealth Management
Lenexa,
Kansas
|
$21.2M
|
+$20.3M
|
+407,643
|
New
|
|
|
71
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$21M
|
-$11M
|
-220,479
|
-35%
|
|
|
72
|
The Wealth Group
Eden Prairie,
Minnesota
|
$20.9M
|
+$20M
|
+402,782
|
New
|
|
|
73
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$20.5M
|
+$5.38M
|
+108,207
|
+38%
|
|
|
74
|
AE Wealth Management
Topeka,
Kansas
|
$20.3M
|
+$2.92M
|
+58,846
|
+18%
|
|
|
75
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$20M
|
+$1.14M
|
+22,885
|
+6%
|
|
