|
76
|
Selective Wealth Management
Forest,
Virginia
|
$6.25M
|
+$3.01M
|
+37,920
|
+99%
|
|
|
77
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$6.05M
|
-$228K
|
-2,876
|
-4%
|
|
|
78
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.84M
|
+$328K
|
+4,135
|
+6%
|
|
|
79
|
TCI Wealth Advisors
Tucson,
Arizona
|
$5.83M
|
+$121K
|
+1,521
|
+2%
|
|
|
80
|
Wealth Advisors Northwest
Portland,
Oregon
|
$5.8M
|
+$1.17M
|
+14,782
|
+26%
|
|
|
81
|
|
$5.79M
|
-$75K
|
-945
|
-1%
|
|
|
82
|
Allworth Financial
Folsom,
California
|
$5.5M
|
+$396K
|
+4,993
|
+8%
|
|
|
83
|
Asset One Wealth Management
Bellevue,
Washington
|
$5.41M
|
+$63.8K
|
+804
|
+1%
|
|
|
84
|
Hutchinson Capital Management
San Rafael,
California
|
$5.4M
|
+$1.2M
|
+15,102
|
+30%
|
|
|
85
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.32M
|
+$5.15M
|
+64,941
|
New
|
|
|
86
|
Wealthspire Advisors (New York)
New York
|
$5.29M
|
-$145K
|
-1,825
|
-3%
|
|
|
87
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.22M
|
+$1.74M
|
+21,891
|
+52%
|
|
|
88
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5M
|
+$165K
|
+2,085
|
+4%
|
|
|
89
|
Simplicity Wealth
Summit,
New Jersey
|
$4.91M
|
+$3.35M
|
+42,203
|
+239%
|
|
|
90
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$4.7M
|
–
|
–
|
–
|
|
|
91
|
FMB Wealth Management
Westlake Village,
California
|
$4.62M
|
+$774K
|
+9,759
|
+21%
|
|
|
92
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.5M
|
+$663K
|
+8,360
|
+18%
|
|
|
93
|
Global Retirement Partners
San Rafael,
California
|
$4.26M
|
+$4.12M
|
+51,976
|
New
|
|
|
94
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$4.02M
|
+$222K
|
+2,799
|
+6%
|
|
|
95
|
Burton Enright Welch
Walnut Creek,
California
|
$3.88M
|
-$186K
|
-2,344
|
-5%
|
|
|
96
|
GeoWealth Management
Chicago,
Illinois
|
$3.84M
|
-$20.2K
|
-255
|
-0.5%
|
|
|
97
|
Truist Financial
Charlotte,
North Carolina
|
$3.8M
|
+$6.9K
|
+87
|
+0.2%
|
|
|
98
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.47M
|
+$531K
|
+6,699
|
+19%
|
|
|
99
|
Outbound Financial Inc
Boulder,
Colorado
|
$3.43M
|
-$88.9K
|
-1,121
|
-3%
|
|
|
100
|
Gould Asset Management
Claremont,
California
|
$3.35M
|
+$196K
|
+2,476
|
+6%
|
|
