|
51
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.92M
|
-$433K
|
-6,232
|
-7%
|
|
|
52
|
Farther Finance Advisors
San Francisco,
California
|
$5.88M
|
+$130K
|
+1,864
|
+2%
|
|
|
53
|
Copperleaf Capital
Raleigh,
North Carolina
|
$5.47M
|
+$477K
|
+6,860
|
+10%
|
|
|
54
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$5.43M
|
+$230K
|
+3,301
|
+5%
|
|
|
55
|
EntreWealth
Austin,
Texas
|
$5.43M
|
+$5.25M
|
+75,440
|
New
|
|
|
56
|
Austin Wealth Management
Austin,
Texas
|
$5.41M
|
+$5.25M
|
+75,440
|
New
|
|
|
57
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.14M
|
+$1.84M
|
+26,501
|
+59%
|
|
|
58
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.09M
|
+$115K
|
+1,657
|
+2%
|
|
|
59
|
|
$5.08M
|
+$264K
|
+3,802
|
+6%
|
|
|
60
|
Cloud Capital Management
Seattle,
Washington
|
$4.83M
|
-$318K
|
-4,567
|
-6%
|
|
|
61
|
Allworth Financial
Folsom,
California
|
$4.77M
|
–
|
–
|
–
|
|
|
62
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4.54M
|
+$974
|
+14
|
+0%
|
|
|
63
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$4.38M
|
–
|
–
|
–
|
|
|
64
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$3.93M
|
+$15.7K
|
+226
|
+0.4%
|
|
|
65
|
BIP Wealth
Atlanta,
Georgia
|
$3.73M
|
+$598K
|
+8,592
|
+20%
|
|
|
66
|
Investment Advisory Group
Hanover,
Massachusetts
|
$3.6M
|
+$421K
|
+6,060
|
+14%
|
|
|
67
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.53M
|
+$478K
|
+6,878
|
+16%
|
|
|
68
|
Burton Enright Welch
Walnut Creek,
California
|
$3.25M
|
-$21.8K
|
-313
|
-0.7%
|
|
|
69
|
Truist Financial
Charlotte,
North Carolina
|
$3.2M
|
-$63.9K
|
-919
|
-2%
|
|
|
70
|
LPL Financial
San Diego,
California
|
$3.09M
|
+$484K
|
+6,959
|
+19%
|
|
|
71
|
FMB Wealth Management
Westlake Village,
California
|
$3.08M
|
-$20K
|
-288
|
-0.7%
|
|
|
72
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$2.89M
|
+$153K
|
+2,199
|
+6%
|
|
|
73
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.8M
|
+$1M
|
+14,411
|
+59%
|
|
|
74
|
Wealth Advisors Northwest
Portland,
Oregon
|
$2.8M
|
+$1.78M
|
+25,521
|
+190%
|
|
|
75
|
Kestra Advisory Services
Austin,
Texas
|
$2.66M
|
+$268K
|
+3,850
|
+12%
|
|
