|
51
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$25.5M
|
+$4.29M
|
+175,494
|
+21%
|
|
|
52
|
LRI Investments
Palm Beach Gardens,
Florida
|
$25.4M
|
+$24.4M
|
+997,310
|
New
|
|
|
53
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$25.1M
|
+$24.2M
|
+987,830
|
New
|
|
|
54
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$25.1M
|
+$2.13M
|
+86,890
|
+10%
|
|
|
55
|
HighTower Advisors
Chicago,
Illinois
|
$25M
|
-$1.56M
|
-63,783
|
-6%
|
|
|
56
|
BetterWealth
San Jose,
California
|
$24M
|
+$343K
|
+14,010
|
+2%
|
|
|
57
|
Sensible Money
Scottsdale,
Arizona
|
$23.5M
|
+$1.63M
|
+66,640
|
+8%
|
|
|
58
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23.2M
|
-$262K
|
-10,698
|
-1%
|
|
|
59
|
Apella Capital
West Hartford,
Connecticut
|
$22.7M
|
-$829K
|
-33,900
|
-4%
|
|
|
60
|
Symmetry Partners
Glastonbury,
Connecticut
|
$21M
|
-$3.17M
|
-129,747
|
-14%
|
|
|
61
|
Financial Engines Advisors
Santa Clara,
California
|
$20.2M
|
+$6.46M
|
+263,971
|
+50%
|
|
|
62
|
Corient Private Wealth
Miami,
Florida
|
$19.7M
|
-$29.6K
|
-1,208
|
-0.2%
|
|
|
63
|
Shearwater Capital
Denver,
Colorado
|
$19.6M
|
+$842K
|
+34,436
|
+5%
|
|
|
64
|
Destiny Wealth Partners
Tavares,
Florida
|
$19.3M
|
-$1.75M
|
-71,607
|
-9%
|
|
|
65
|
TCI Wealth Advisors
Tucson,
Arizona
|
$19.3M
|
+$1.44M
|
+58,710
|
+8%
|
|
|
66
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.7M
|
-$3.3M
|
-134,877
|
-16%
|
|
|
67
|
Kestra Advisory Services
Austin,
Texas
|
$17.3M
|
+$1.43M
|
+58,470
|
+9%
|
|
|
68
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$16.9M
|
-$451K
|
-18,453
|
-3%
|
|
|
69
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$16.7M
|
+$11.4M
|
+464,670
|
+240%
|
|
|
70
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$16.1M
|
+$1.1M
|
+45,020
|
+8%
|
|
|
71
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$16.1M
|
+$633K
|
+25,875
|
+4%
|
|
|
72
|
Prosperity Planning
Kansas City,
Missouri
|
$16M
|
-$137K
|
-5,617
|
-0.9%
|
|
|
73
|
|
$15.4M
|
-$24.6M
|
-1,005,490
|
-62%
|
|
|
74
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$15M
|
-$1.13M
|
-46,291
|
-7%
|
|
|
75
|
Cahill Financial Advisors
Edina,
Minnesota
|
$14.8M
|
+$1.4M
|
+57,271
|
+11%
|
|
