|
51
|
Truepoint Inc
Cincinnati,
Ohio
|
$8.21M
|
+$659K
|
+9,061
|
+9%
|
|
|
52
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.92M
|
+$119K
|
+1,631
|
+2%
|
|
|
53
|
Aspen Capital Management
Boise,
Idaho
|
$7.75M
|
+$311K
|
+4,274
|
+4%
|
|
|
54
|
HB Wealth Management
Atlanta,
Georgia
|
$7.53M
|
+$680K
|
+9,353
|
+10%
|
|
|
55
|
Essential Planning
Portsmouth,
New Hampshire
|
$7.47M
|
+$2.18M
|
+30,000
|
+42%
|
|
|
56
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$7.12M
|
+$7.03M
|
+96,647
|
New
|
|
|
57
|
XY Planning Network
Bozeman,
Montana
|
$7.07M
|
+$6.03M
|
+82,881
|
+629%
|
|
|
58
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$7.07M
|
+$1.49M
|
+20,508
|
+27%
|
|
|
59
|
Cloud Capital Management
Seattle,
Washington
|
$6.75M
|
+$1.79M
|
+24,625
|
+37%
|
|
|
60
|
WorthPointe
La Jolla,
California
|
$6.36M
|
+$4.42M
|
+60,769
|
+237%
|
|
|
61
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.33M
|
–
|
–
|
–
|
|
|
62
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.97M
|
-$84.1K
|
-1,156
|
-1%
|
|
|
63
|
EntreWealth
Austin,
Texas
|
$5.77M
|
–
|
–
|
–
|
|
|
64
|
Austin Wealth Management
Austin,
Texas
|
$5.66M
|
–
|
–
|
–
|
|
|
65
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$5.48M
|
+$5.41M
|
+74,436
|
New
|
|
|
66
|
|
$5.2M
|
–
|
–
|
–
|
|
|
67
|
Kestra Advisory Services
Austin,
Texas
|
$4.98M
|
+$2.22M
|
+30,545
|
+82%
|
|
|
68
|
Wealthspire Advisors (New York)
New York
|
$4.89M
|
-$1.24M
|
-17,002
|
-20%
|
|
|
69
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.78M
|
-$431K
|
-5,929
|
-8%
|
|
|
70
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$4.66M
|
+$628K
|
+8,635
|
+16%
|
|
|
71
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4.64M
|
-$873
|
-12
|
-0%
|
|
|
72
|
Allworth Financial
Folsom,
California
|
$4.61M
|
-$273K
|
-3,758
|
-6%
|
|
|
73
|
BIP Wealth
Atlanta,
Georgia
|
$4.48M
|
+$661K
|
+9,091
|
+18%
|
|
|
74
|
Raymond James Financial
St Petersburg,
Florida
|
$4.42M
|
+$3.64M
|
+50,075
|
+505%
|
|
|
75
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$4.22M
|
-$254K
|
-3,498
|
-6%
|
|
