|
51
|
Estate Counselors
Thiensville,
Wisconsin
|
$7.47M
|
-$343K
|
-8,385
|
-5%
|
|
|
52
|
Sterling Financial Planning
Sparta,
New Jersey
|
$7.39M
|
-$153K
|
-3,746
|
-2%
|
|
|
53
|
United Wealth Management
Charlottesville,
Virginia
|
$6.88M
|
-$52.2K
|
-1,276
|
-0.8%
|
|
|
54
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.49M
|
-$253K
|
-6,176
|
-4%
|
|
|
55
|
Breakwater Capital Group
Paramus,
New Jersey
|
$6.39M
|
-$183K
|
-4,481
|
-3%
|
|
|
56
|
Timonier Family Office
Winston Salem,
North Carolina
|
$6.35M
|
+$6.09M
|
+148,895
|
New
|
|
|
57
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$6.32M
|
+$2.23M
|
+54,590
|
+45%
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$6.22M
|
+$1.41M
|
+34,357
|
+31%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$6.11M
|
+$133K
|
+3,254
|
+2%
|
|
|
60
|
Integrity Advisory Solutions
Dallas,
Texas
|
$6.07M
|
+$198K
|
+4,849
|
+4%
|
|
|
61
|
Versant Capital Management
Phoenix,
Arizona
|
$5.93M
|
+$2.47M
|
+60,401
|
+77%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$5.85M
|
+$638K
|
+15,598
|
+13%
|
|
|
63
|
Farther Finance Advisors
San Francisco,
California
|
$5.6M
|
+$232K
|
+5,665
|
+5%
|
|
|
64
|
Mission Wealth Management
Santa Barbara,
California
|
$5.42M
|
+$5.2M
|
+127,114
|
New
|
|
|
65
|
Maryland Capital Advisors
Chester,
Maryland
|
$5.34M
|
+$5.12M
|
+125,110
|
New
|
|
|
66
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.33M
|
+$3.97M
|
+97,097
|
+348%
|
|
|
67
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.19M
|
+$2.24M
|
+54,684
|
+82%
|
|
|
68
|
McCartney Wealth Management
Clayton,
Missouri
|
$5.09M
|
+$110K
|
+2,678
|
+2%
|
|
|
69
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$5.09M
|
+$263K
|
+6,443
|
+6%
|
|
|
70
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.97M
|
+$186K
|
+4,536
|
+4%
|
|
|
71
|
EQ Wealth Advisors
Dallas,
Texas
|
$4.91M
|
-$76.7K
|
-1,876
|
-2%
|
|
|
72
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.77M
|
+$408K
|
+9,979
|
+10%
|
|
|
73
|
United Asset Strategies
Garden City,
New York
|
$4.62M
|
+$1.63M
|
+39,957
|
+58%
|
|
|
74
|
Corient Private Wealth
Miami,
Florida
|
$4.46M
|
-$314K
|
-7,671
|
-7%
|
|
|
75
|
Integrity Alliance
Urbandale,
Iowa
|
$4.35M
|
-$364K
|
-8,902
|
-8%
|
|
