|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.32M
|
-$83.4K
|
-3,536
|
-0.9%
|
|
|
27
|
Satovsky Asset Management
New York
|
$9.25M
|
+$26.2K
|
+1,109
|
+0.3%
|
|
|
28
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.21M
|
+$291K
|
+12,345
|
+3%
|
|
|
29
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.05M
|
-$1.49M
|
-63,160
|
-14%
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$8.51M
|
+$1.69M
|
+71,816
|
+25%
|
|
|
31
|
Helen Stephens Group
Fort Worth,
Texas
|
$8.16M
|
+$338K
|
+14,337
|
+4%
|
|
|
32
|
Crestmont Private Wealth
Houston,
Texas
|
$8.03M
|
-$611K
|
-25,915
|
-7%
|
|
|
33
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$7.6M
|
+$612K
|
+25,950
|
+9%
|
|
|
34
|
Timonier Family Office
Winston Salem,
North Carolina
|
$7.34M
|
+$1.42M
|
+60,050
|
+24%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$7.28M
|
+$196K
|
+8,305
|
+3%
|
|
|
36
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$7.19M
|
+$536K
|
+22,729
|
+8%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.49M
|
-$18.8K
|
-797
|
-0.3%
|
|
|
38
|
Diversify Wealth Management
Sandy,
Utah
|
$6.45M
|
-$1.08M
|
-45,863
|
-14%
|
|
|
39
|
|
$6.38M
|
+$964K
|
+40,865
|
+18%
|
|
|
40
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$6.11M
|
+$693K
|
+29,381
|
+13%
|
|
|
41
|
Stokes Family Office
New Orleans,
Louisiana
|
$6M
|
+$5.96M
|
+252,496
|
New
|
|
|
42
|
Vannoy Advisory Group
Austin,
Texas
|
$5.91M
|
+$81.4K
|
+3,453
|
+1%
|
|
|
43
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$5.68M
|
-$18K
|
-763
|
-0.3%
|
|
|
44
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$5.28M
|
+$386K
|
+16,356
|
+8%
|
|
|
45
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$5.15M
|
-$170K
|
-7,191
|
-3%
|
|
|
46
|
Austin Wealth Management
Austin,
Texas
|
$5.01M
|
-$362K
|
-15,369
|
-7%
|
|
|
47
|
Curio Wealth
Annapolis,
Maryland
|
$4.93M
|
-$4.88M
|
-207,105
|
-100%
|
|
|
48
|
Straight Path Wealth Management
Jenison,
Michigan
|
$4.91M
|
+$485K
|
+20,554
|
+11%
|
|
|
49
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.76M
|
-$591K
|
-25,073
|
-11%
|
|
|
50
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$4.74M
|
+$292K
|
+12,378
|
+7%
|
|
