|
51
|
Vance Wealth
Santa Clarita,
California
|
$22.9M
|
+$1.13M
|
+49,354
|
+5%
|
|
|
52
|
Comerica Securities
Detroit,
Michigan
|
$22.5M
|
+$216K
|
+9,460
|
+1%
|
|
|
53
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.2M
|
-$3.89M
|
-170,373
|
-15%
|
|
|
54
|
Creative Capital Management Investments
San Diego,
California
|
$21.2M
|
+$3.66M
|
+160,074
|
+21%
|
|
|
55
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$19.1M
|
+$272K
|
+11,923
|
+1%
|
|
|
56
|
BetterWealth
San Jose,
California
|
$19M
|
-$103K
|
-4,499
|
-0.5%
|
|
|
57
|
Destiny Wealth Partners
Tavares,
Florida
|
$17.3M
|
+$17.1M
|
+750,621
|
New
|
|
|
58
|
Corient Private Wealth
Miami,
Florida
|
$17.1M
|
+$154K
|
+6,753
|
+0.9%
|
|
|
59
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$15.3M
|
-$75.3K
|
-3,296
|
-0.5%
|
|
|
60
|
Prosperity Planning
Kansas City,
Missouri
|
$14.9M
|
-$62.3K
|
-2,725
|
-0.4%
|
|
|
61
|
TCI Wealth Advisors
Tucson,
Arizona
|
$14.9M
|
+$604K
|
+26,445
|
+4%
|
|
|
62
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$14.8M
|
-$83.1K
|
-3,637
|
-0.6%
|
|
|
63
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$14.7M
|
-$762K
|
-33,354
|
-5%
|
|
|
64
|
Shearwater Capital
Denver,
Colorado
|
$14M
|
+$600K
|
+26,274
|
+5%
|
|
|
65
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$3.66M
|
+160,028
|
+39%
|
|
|
66
|
IFG Advisory
Atlanta,
Georgia
|
$13M
|
-$2.01M
|
-88,020
|
-14%
|
|
|
67
|
Sensible Money
Scottsdale,
Arizona
|
$13M
|
+$3.73M
|
+163,456
|
+41%
|
|
|
68
|
Savant Capital
Rockford,
Illinois
|
$11.6M
|
-$127K
|
-5,540
|
-1%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$11.3M
|
-$1.79M
|
-78,230
|
-14%
|
|
|
70
|
Financial Engines Advisors
Santa Clara,
California
|
$10.9M
|
+$4.38M
|
+191,760
|
+68%
|
|
|
71
|
Soundmark Wealth Management
Kirkland,
Washington
|
$10.3M
|
+$178K
|
+7,799
|
+2%
|
|
|
72
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$10.3M
|
-$76.9K
|
-3,364
|
-0.7%
|
|
|
73
|
American Investment Services
Great Barrington,
Massachusetts
|
$10.3M
|
–
|
–
|
–
|
|
|
74
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$9.61M
|
+$9.52M
|
+416,791
|
New
|
|
|
75
|
Claris Advisors
St. Louis,
Missouri
|
$9.58M
|
+$1.17M
|
+51,101
|
+14%
|
|
