|
76
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$8.63M
|
+$814K
|
+19,635
|
+10%
|
|
|
77
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$8.47M
|
+$2.76M
|
+66,670
|
+49%
|
|
|
78
|
Park Avenue Securities
New York
|
$8.39M
|
+$5.02M
|
+121,152
|
+150%
|
|
|
79
|
Blume Capital Management
Berkeley,
California
|
$8.37M
|
+$3.13M
|
+75,555
|
+60%
|
|
|
80
|
Essential Planning
Portsmouth,
New Hampshire
|
$8.2M
|
+$571K
|
+13,773
|
+8%
|
|
|
81
|
Kings Path Partners
Sugar Land,
Texas
|
$7.96M
|
+$7.94M
|
+191,700
|
New
|
|
|
82
|
Meredith Wealth Planning
Maryville,
Illinois
|
$7.89M
|
+$603K
|
+14,565
|
+8%
|
|
|
83
|
Sutton Place Investors
Katonah,
New York
|
$7.81M
|
+$49.9K
|
+1,205
|
+0.6%
|
|
|
84
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$7.72M
|
+$7.7M
|
+185,952
|
New
|
|
|
85
|
SJS Investment Consulting
Sylvania,
Ohio
|
$7.72M
|
+$262K
|
+6,330
|
+4%
|
|
|
86
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$7.46M
|
-$720K
|
-17,380
|
-9%
|
|
|
87
|
Collective Family Office
York,
Pennsylvania
|
$7.44M
|
+$641K
|
+15,463
|
+9%
|
|
|
88
|
Summit X LLC
Chesterfield,
Missouri
|
$7.32M
|
-$2.18M
|
-52,696
|
-23%
|
|
|
89
|
GeoWealth Management
Chicago,
Illinois
|
$7.19M
|
+$222K
|
+5,353
|
+3%
|
|
|
90
|
SageView Advisory Group
Newport Beach,
California
|
$6.89M
|
-$6.85M
|
-165,399
|
Closed
|
|
|
91
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$6.82M
|
-$176K
|
-4,249
|
-3%
|
|
|
92
|
Concord Wealth Partners
Abingdon,
Virginia
|
$6.72M
|
-$249K
|
-6,007
|
-4%
|
|
|
93
|
Annapolis Financial Services
Annapolis,
Maryland
|
$6.53M
|
+$2.07M
|
+49,857
|
+46%
|
|
|
94
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$6.47M
|
+$1.34M
|
+32,393
|
+26%
|
|
|
95
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$6.45M
|
+$1M
|
+24,155
|
+18%
|
|
|
96
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.35M
|
-$2.76M
|
-66,577
|
-30%
|
|
|
97
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$6.23M
|
+$133K
|
+3,214
|
+2%
|
|
|
98
|
Wealthspan Partners
Davenport,
Iowa
|
$5.88M
|
+$496K
|
+11,962
|
+9%
|
|
|
99
|
Truist Financial
Charlotte,
North Carolina
|
$5.64M
|
+$772K
|
+18,621
|
+16%
|
|
|
100
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.58M
|
-$1.28M
|
-30,818
|
-19%
|
|
