|
51
|
TownSquare Capital
Provo,
Utah
|
$3.19M
|
+$526K
|
+8,161
|
+19%
|
|
|
52
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.17M
|
+$575K
|
+8,918
|
+21%
|
|
|
53
|
|
$3.08M
|
+$3.23M
|
+50,164
|
New
|
|
|
54
|
Wealthspire Advisors (New York)
New York
|
$3.05M
|
+$554K
|
+8,604
|
+21%
|
|
|
55
|
Stratos Investment Management
Beachwood,
Ohio
|
$3.04M
|
+$796K
|
+12,356
|
+33%
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.89M
|
-$4.36M
|
-67,636
|
-59%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$2.84M
|
-$133K
|
-2,062
|
-4%
|
|
|
58
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.81M
|
+$332K
|
+5,146
|
+13%
|
|
|
59
|
FMB Wealth Management
Westlake Village,
California
|
$2.61M
|
+$99.4K
|
+1,543
|
+4%
|
|
|
60
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.41M
|
+$727K
|
+11,278
|
+40%
|
|
|
61
|
BIP Wealth
Atlanta,
Georgia
|
$2.36M
|
+$681K
|
+10,573
|
+38%
|
|
|
62
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$2.32M
|
+$2.44M
|
+37,812
|
New
|
|
|
63
|
Investment Advisory Group
Hanover,
Massachusetts
|
$2.16M
|
+$168K
|
+2,602
|
+8%
|
|
|
64
|
Millstone Evans Group
Boulder,
Colorado
|
$2.14M
|
+$83.7K
|
+1,299
|
+4%
|
|
|
65
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.91M
|
-$44.2M
|
-686,491
|
-96%
|
|
|
66
|
Perigon Wealth Management
San Francisco,
California
|
$1.84M
|
+$1.93M
|
+29,945
|
New
|
|
|
67
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.55M
|
+$163K
|
+2,532
|
+11%
|
|
|
68
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.5M
|
+$1.57M
|
+24,402
|
New
|
|
|
69
|
LPL Financial
San Diego,
California
|
$1.48M
|
+$723K
|
+11,226
|
+87%
|
|
|
70
|
Goodman Financial
Houston,
Texas
|
$1.45M
|
-$224K
|
-3,470
|
-13%
|
|
|
71
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$1.39M
|
+$376K
|
+5,831
|
+35%
|
|
|
72
|
DecisionPoint Financial
Mesa,
Arizona
|
$1.35M
|
+$1.29M
|
+19,990
|
+973%
|
|
|
73
|
Michael A Dubis Financial Planning
Middleton,
Wisconsin
|
$1.32M
|
+$79.6K
|
+1,235
|
+6%
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
$1.32M
|
-$1.29K
|
-20
|
-0.1%
|
|
|
75
|
IFP Advisors
Tampa,
Florida
|
$1.29M
|
+$52.8K
|
+820
|
+4%
|
|
