|
51
|
Envision Financial Planning
Memphis,
Tennessee
|
$956K
|
–
|
–
|
–
|
|
|
52
|
WorthPointe
La Jolla,
California
|
$954K
|
+$933K
|
+29,574
|
New
|
|
|
53
|
Sollinda Capital Management
Miami,
Florida
|
$882K
|
+$281K
|
+8,910
|
+48%
|
|
|
54
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$814K
|
+$796K
|
+25,234
|
New
|
|
|
55
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$805K
|
+$308K
|
+9,767
|
+64%
|
|
|
56
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$798K
|
+$268K
|
+8,489
|
+52%
|
|
|
57
|
Forteris Wealth Management
Armonk,
New York
|
$750K
|
+$733K
|
+23,241
|
New
|
|
|
58
|
Sutton Place Investors
Katonah,
New York
|
$657K
|
+$27.9K
|
+886
|
+5%
|
|
|
59
|
Two West Capital Advisors
Overland Park,
Kansas
|
$629K
|
+$4.57K
|
+145
|
+0.7%
|
|
|
60
|
Outbound Financial Inc
Boulder,
Colorado
|
$557K
|
-$72.3K
|
-2,293
|
-12%
|
|
|
61
|
Kane Co Wealth Management
Johnston,
Iowa
|
$511K
|
+$499K
|
+15,834
|
New
|
|
|
62
|
TAGStone Capital
Charlotte,
North Carolina
|
$460K
|
+$131K
|
+4,156
|
+41%
|
|
|
63
|
Austin Private Wealth
Austin,
Texas
|
$455K
|
+$2.21K
|
+70
|
+0.5%
|
|
|
64
|
UBS Group
Zurich,
Switzerland
|
$454K
|
+$22.7K
|
+719
|
+5%
|
|
|
65
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$440K
|
+$184K
|
+5,840
|
+75%
|
|
|
66
|
Maryland Capital Advisors
Chester,
Maryland
|
$430K
|
+$35.2K
|
+1,116
|
+9%
|
|
|
67
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$430K
|
+$9.08K
|
+288
|
+2%
|
|
|
68
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$409K
|
-$13.8K
|
-436
|
-3%
|
|
|
69
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$406K
|
+$40.5K
|
+1,284
|
+11%
|
|
|
70
|
Citadel Advisors
Miami,
Florida
|
$406K
|
-$1.17M
|
-37,180
|
-75%
|
|
|
71
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$405K
|
+$396K
|
+12,570
|
New
|
|
|
72
|
Pacific Asset Management
Gig Harbor,
Washington
|
$400K
|
+$852
|
+27
|
+0.2%
|
|
|
73
|
Truist Financial
Charlotte,
North Carolina
|
$395K
|
-$17.8K
|
-563
|
-4%
|
|
|
74
|
Vantage Point Financial
Lisle,
Illinois
|
$386K
|
+$167K
|
+5,287
|
+79%
|
|
|
75
|
Daner Wealth Management
Alpharetta,
Georgia
|
$378K
|
-$22.9K
|
-725
|
-6%
|
|
