|
51
|
Creative Planning
Overland Park,
Kansas
|
$4.4M
|
+$475K
|
+14,407
|
+12%
|
|
|
52
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.12M
|
+$753K
|
+22,833
|
+23%
|
|
|
53
|
McCartney Wealth Management
Clayton,
Missouri
|
$3.97M
|
+$3.88M
|
+117,736
|
New
|
|
|
54
|
Farther Finance Advisors
San Francisco,
California
|
$3.96M
|
+$1.17M
|
+35,516
|
+43%
|
|
|
55
|
Integrity Alliance
Urbandale,
Iowa
|
$3.74M
|
+$345K
|
+10,453
|
+10%
|
|
|
56
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$3.73M
|
+$206K
|
+6,248
|
+6%
|
|
|
57
|
EQ Wealth Advisors
Dallas,
Texas
|
$3.7M
|
+$145K
|
+4,404
|
+4%
|
|
|
58
|
Corient Private Wealth
Miami,
Florida
|
$3.66M
|
+$375K
|
+11,383
|
+12%
|
|
|
59
|
Family Investment Center
Saint Joseph,
Missouri
|
$3.65M
|
+$21.3K
|
+645
|
+0.6%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$3.54M
|
+$746K
|
+22,611
|
+27%
|
|
|
61
|
White Wing Wealth Management
The Wodlands,
Texas
|
$3.44M
|
+$484K
|
+14,673
|
+17%
|
|
|
62
|
Natixis Advisors
Boston,
Massachusetts
|
$3.37M
|
+$1.11M
|
+33,572
|
+51%
|
|
|
63
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.33M
|
+$271K
|
+8,225
|
+9%
|
|
|
64
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.32M
|
+$179K
|
+5,426
|
+6%
|
|
|
65
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.18M
|
+$59.6K
|
+1,807
|
+2%
|
|
|
66
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.18M
|
-$504K
|
-15,295
|
-14%
|
|
|
67
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.15M
|
-$1.22M
|
-37,003
|
-28%
|
|
|
68
|
Wealth Advisors Northwest
Portland,
Oregon
|
$3.06M
|
+$256K
|
+7,766
|
+9%
|
|
|
69
|
Verum Partners
Charlotte,
North Carolina
|
$3M
|
-$15.6K
|
-474
|
-0.5%
|
|
|
70
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$2.86M
|
+$156K
|
+4,716
|
+6%
|
|
|
71
|
Bank of America
Charlotte,
North Carolina
|
$2.86M
|
-$570K
|
-17,284
|
-17%
|
|
|
72
|
MML Investors Services
Springfield,
Massachusetts
|
$2.85M
|
-$297
|
-9
|
-0%
|
|
|
73
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.79M
|
-$57.7K
|
-1,750
|
-2%
|
|
|
74
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.78M
|
-$65.1K
|
-1,974
|
-2%
|
|
|
75
|
LAM Group
Lake Oswego,
Oregon
|
$2.77M
|
-$33.8K
|
-1,025
|
-1%
|
|
