|
51
|
Corient Private Wealth
Miami,
Florida
|
$16M
|
+$2.03M
|
+49,612
|
+15%
|
|
|
52
|
|
$15.2M
|
+$6.75M
|
+165,027
|
+86%
|
|
|
53
|
BetterWealth
San Jose,
California
|
$14.9M
|
+$283K
|
+6,923
|
+2%
|
|
|
54
|
Tillman Hartley LLC
Denver,
Colorado
|
$13.7M
|
+$781K
|
+19,093
|
+6%
|
|
|
55
|
AssetMark Inc
Concord,
California
|
$13.3M
|
-$161K
|
-3,938
|
-1%
|
|
|
56
|
Divergent Planning
Bethesda,
Maryland
|
$13.2M
|
+$311K
|
+7,593
|
+2%
|
|
|
57
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$13.2M
|
+$8.24M
|
+201,402
|
+183%
|
|
|
58
|
Liberty Wealth Management
Oakland,
California
|
$12.4M
|
+$11.9M
|
+292,006
|
New
|
|
|
59
|
Krilogy Financial
St. Louis,
Missouri
|
$12.3M
|
+$1.19M
|
+29,121
|
+11%
|
|
|
60
|
Client 1st Advisory Group
Dunedin,
Florida
|
$12M
|
+$4M
|
+97,905
|
+53%
|
|
|
61
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$11.9M
|
+$4.29M
|
+105,000
|
+60%
|
|
|
62
|
|
$11.2M
|
+$2.03M
|
+49,730
|
+23%
|
|
|
63
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$10.4M
|
+$4.48M
|
+109,610
|
+80%
|
|
|
64
|
FirstPurpose Wealth
Orem,
Utah
|
$10.1M
|
+$2.19M
|
+53,492
|
+29%
|
|
|
65
|
New Capital Management
Houston,
Texas
|
$9.82M
|
+$9.47M
|
+231,572
|
New
|
|
|
66
|
WMS Partners
Towson,
Maryland
|
$9.68M
|
+$9.33M
|
+228,229
|
New
|
|
|
67
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.94M
|
-$18.4K
|
-451
|
-0.2%
|
|
|
68
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.59M
|
-$40.8M
|
-996,379
|
-83%
|
|
|
69
|
Austin Wealth Management
Austin,
Texas
|
$8.21M
|
-$556K
|
-13,589
|
-6%
|
|
|
70
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$8.01M
|
+$528K
|
+12,903
|
+7%
|
|
|
71
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$7.95M
|
+$1.43M
|
+35,045
|
+23%
|
|
|
72
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$7.81M
|
+$7.53M
|
+184,188
|
New
|
|
|
73
|
Essential Planning
Portsmouth,
New Hampshire
|
$7.7M
|
+$1.43M
|
+35,057
|
+24%
|
|
|
74
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$7.27M
|
+$1.75M
|
+42,799
|
+33%
|
|
|
75
|
WealthSource Partners
San Luis Obispo,
California
|
$7.19M
|
-$996K
|
-24,357
|
-13%
|
|
