|
51
|
True Wealth Design
Akron,
Ohio
|
$2.95M
|
+$2.94M
|
+70,982
|
New
|
|
|
52
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.93M
|
+$2.92M
|
+70,549
|
New
|
|
|
53
|
Beta Wealth Group
San Diego,
California
|
$2.9M
|
+$12.2K
|
+294
|
+0.4%
|
|
|
54
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$2.86M
|
-$1.05M
|
-25,333
|
-27%
|
|
|
55
|
Pinion Investment Advisors
Wichita,
Kansas
|
$2.83M
|
+$2.82M
|
+68,248
|
New
|
|
|
56
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$2.78M
|
+$2.77M
|
+66,996
|
New
|
|
|
57
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$2.56M
|
+$2.55M
|
+61,598
|
New
|
|
|
58
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.4M
|
+$2.39M
|
+57,868
|
New
|
|
|
59
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.38M
|
+$2.28M
|
+55,080
|
New
|
|
|
60
|
Quantum Financial Advisors
El Segundo,
California
|
$2.31M
|
+$2.3M
|
+55,719
|
New
|
|
|
61
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.11M
|
+$2.1M
|
+50,867
|
New
|
|
|
62
|
CGN Advisors
Manhattan,
Kansas
|
$2.08M
|
+$759K
|
+18,359
|
+58%
|
|
|
63
|
Collective Family Office
York,
Pennsylvania
|
$2.03M
|
+$1.41M
|
+34,191
|
+233%
|
|
|
64
|
Relative Value Partners Group
|
$2.01M
|
+$2M
|
+48,435
|
New
|
|
|
65
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.98M
|
+$1.97M
|
+47,652
|
New
|
|
|
66
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$1.96M
|
+$152K
|
+3,686
|
+8%
|
|
|
67
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.87M
|
+$1.87M
|
+45,113
|
New
|
|
|
68
|
Applied Capital
Little Rock,
Arkansas
|
$1.86M
|
+$234K
|
+5,665
|
+14%
|
|
|
69
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.77M
|
+$1.76M
|
+42,607
|
New
|
|
|
70
|
Drive Wealth Management
Lehi,
Utah
|
$1.77M
|
+$530K
|
+12,820
|
+43%
|
|
|
71
|
|
$1.74M
|
+$1.33M
|
+32,269
|
+334%
|
|
|
72
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.65M
|
-$947K
|
-22,900
|
-37%
|
|
|
73
|
B&D White Capital Company
Lakeway,
Texas
|
$1.64M
|
+$1.63M
|
+39,487
|
New
|
|
|
74
|
Triune Financial Partners
Overland Park,
Kansas
|
$1.59M
|
+$1.58M
|
+38,288
|
New
|
|
|
75
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.58M
|
+$1.57M
|
+37,985
|
New
|
|
