|
51
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$796K
|
+$507K
|
+8,015
|
+161%
|
|
|
52
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$772K
|
+$525K
|
+8,297
|
+193%
|
|
|
53
|
Fiduciary Financial Group
San Rafael,
California
|
$734K
|
-$386K
|
-6,091
|
-32%
|
|
|
54
|
Aspen Capital Management
Boise,
Idaho
|
$734K
|
+$758K
|
+11,979
|
New
|
|
|
55
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$724K
|
+$233K
|
+3,681
|
+45%
|
|
|
56
|
Falcon Wealth Planning
Ontario,
California
|
$699K
|
-$5.19K
|
-82
|
-0.7%
|
|
|
57
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$696K
|
+$113K
|
+1,777
|
+19%
|
|
|
58
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$688K
|
+$711K
|
+11,235
|
New
|
|
|
59
|
Total Wealth Planning
Cincinnati,
Ohio
|
$673K
|
+$114K
|
+1,796
|
+20%
|
|
|
60
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$661K
|
-$117K
|
-1,845
|
-15%
|
|
|
61
|
Pacific Asset Management
Gig Harbor,
Washington
|
$652K
|
+$339K
|
+5,354
|
+101%
|
|
|
62
|
|
$578K
|
+$66.9K
|
+1,056
|
+13%
|
|
|
63
|
Austin Asset Management
Austin,
Texas
|
$566K
|
+$3.17K
|
+50
|
+0.5%
|
|
|
64
|
Beacon Pointe Advisors
Newport Beach,
California
|
$562K
|
+$93.4K
|
+1,476
|
+19%
|
|
|
65
|
Blue Trust Inc
Alpharetta,
Georgia
|
$519K
|
-$48.4K
|
-765
|
-8%
|
|
|
66
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$500K
|
+$46.8K
|
+739
|
+10%
|
|
|
67
|
Belpointe Asset Management
Reno,
Nevada
|
$488K
|
–
|
–
|
–
|
|
|
68
|
|
$481K
|
–
|
–
|
–
|
|
|
69
|
Nemes Rush Group
Novi,
Michigan
|
$477K
|
+$222K
|
+3,505
|
+82%
|
|
|
70
|
RS Crum Inc
Newport Beach,
California
|
$477K
|
-$61K
|
-963
|
-11%
|
|
|
71
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$458K
|
+$2.98K
|
+47
|
+0.6%
|
|
|
72
|
Cary Street Partners
Richmond,
Virginia
|
$456K
|
+$471K
|
+7,447
|
New
|
|
|
73
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$456K
|
+$141K
|
+2,225
|
+43%
|
|
|
74
|
Shore Point Advisors
Brielle,
New Jersey
|
$452K
|
+$75.5K
|
+1,193
|
+19%
|
|
|
75
|
Mills Wealth Advisors
Southlake,
Texas
|
$450K
|
+$220K
|
+3,470
|
+90%
|
|
