|
51
|
Level Financial Advisors
East Amherst,
New York
|
$816K
|
+$378K
|
+15,530
|
+87%
|
|
|
52
|
D.A. Davidson & Co
Great Falls,
Montana
|
$799K
|
+$798K
|
+32,762
|
New
|
|
|
53
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$751K
|
-$2.34K
|
-96
|
-0.3%
|
|
|
54
|
Modera Wealth Management
Westwood,
New Jersey
|
$751K
|
+$251K
|
+10,305
|
+50%
|
|
|
55
|
Forum Private Client Group
Fishers,
Indiana
|
$658K
|
+$145K
|
+5,971
|
+28%
|
|
|
56
|
Adero Partners
Pleasanton,
California
|
$627K
|
-$268
|
-11
|
-0%
|
|
|
57
|
WealthSource Partners
San Luis Obispo,
California
|
$551K
|
+$122K
|
+5,022
|
+29%
|
|
|
58
|
Quantum Financial Advisors
El Segundo,
California
|
$534K
|
-$1.22K
|
-50
|
-0.2%
|
|
|
59
|
Collective Family Office
York,
Pennsylvania
|
$532K
|
+$531K
|
+21,800
|
New
|
|
|
60
|
Cypress Point Wealth Management
Dallas,
Texas
|
$490K
|
+$490K
|
+20,110
|
New
|
|
|
61
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$452K
|
+$452K
|
+18,551
|
New
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$412K
|
+$163K
|
+6,682
|
+65%
|
|
|
63
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$354K
|
+$353K
|
+14,500
|
New
|
|
|
64
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$354K
|
+$353K
|
+14,500
|
New
|
|
|
65
|
Granite Harbor Advisors
Houston,
Texas
|
$284K
|
+$283K
|
+11,634
|
New
|
|
|
66
|
WorthPointe
La Jolla,
California
|
$278K
|
–
|
–
|
–
|
|
|
67
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$260K
|
+$260K
|
+10,663
|
New
|
|
|
68
|
Client 1st Advisory Group
Dunedin,
Florida
|
$258K
|
+$258K
|
+10,578
|
New
|
|
|
69
|
NWAM LLC
Mercer Island,
Washington
|
$258K
|
+$3.39K
|
+139
|
+1%
|
|
|
70
|
SC&H Financial Advisors
Sparks,
Maryland
|
$243K
|
+$243K
|
+9,973
|
New
|
|
|
71
|
NewEdge Advisors
New Orleans,
Louisiana
|
$239K
|
+$239K
|
+9,798
|
New
|
|
|
72
|
Meritas Wealth Management
Larkspur,
California
|
$237K
|
-$50.3K
|
-2,067
|
-18%
|
|
|
73
|
Sutton Place Investors
Katonah,
New York
|
$211K
|
+$211K
|
+8,670
|
New
|
|
|
74
|
Larson Financial Group
St Louis,
Missouri
|
$162K
|
+$98.7K
|
+4,053
|
+158%
|
|
|
75
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$132K
|
+$22.4K
|
+919
|
+20%
|
|
