|
51
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.24M
|
+$188K
|
+4,469
|
+9%
|
|
|
52
|
NWAM LLC
Mercer Island,
Washington
|
$2.08M
|
+$287K
|
+6,827
|
+16%
|
|
|
53
|
Amicus Financial Advisors
Lubbock,
Texas
|
$2M
|
+$2.02M
|
+48,084
|
New
|
|
|
54
|
MB Generational Wealth
Spokane,
Washington
|
$1.99M
|
+$1.65M
|
+39,248
|
+459%
|
|
|
55
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.85M
|
+$74K
|
+1,758
|
+4%
|
|
|
56
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$1.77M
|
+$150K
|
+3,574
|
+9%
|
|
|
57
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
-$138K
|
-3,290
|
-7%
|
|
|
58
|
Shearwater Capital
Denver,
Colorado
|
$1.75M
|
+$66.9K
|
+1,589
|
+4%
|
|
|
59
|
TCP Asset Management
Columbus,
Ohio
|
$1.73M
|
+$73.5K
|
+1,746
|
+4%
|
|
|
60
|
Equitable Holdings
New York
|
$1.7M
|
-$34.1K
|
-811
|
-2%
|
|
|
61
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.68M
|
-$1.09M
|
-25,800
|
-39%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$1.66M
|
+$1.28M
|
+30,496
|
+326%
|
|
|
63
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.63M
|
+$598K
|
+14,223
|
+57%
|
|
|
64
|
SageView Advisory Group
Newport Beach,
California
|
$1.61M
|
+$45.2K
|
+1,074
|
+3%
|
|
|
65
|
City State Bank
Norwalk,
Iowa
|
$1.6M
|
+$1.1M
|
+26,250
|
+216%
|
|
|
66
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$1.41M
|
+$1.42M
|
+33,840
|
New
|
|
|
67
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.38M
|
+$23.5K
|
+559
|
+2%
|
|
|
68
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.38M
|
+$1.4M
|
+33,194
|
New
|
|
|
69
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.36M
|
-$2.66M
|
-63,104
|
-66%
|
|
|
70
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.32M
|
+$325K
|
+7,713
|
+32%
|
|
|
71
|
FMB Wealth Management
Westlake Village,
California
|
$1.31M
|
-$842
|
-20
|
-0.1%
|
|
|
72
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.26M
|
+$28.4K
|
+675
|
+2%
|
|
|
73
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.24M
|
-$9.21K
|
-219
|
-0.7%
|
|
|
74
|
Tortoise Investment Management
White Plains,
New York
|
$1.12M
|
+$799
|
+19
|
+0.1%
|
|
|
75
|
Klingman & Associates
New York
|
$1.12M
|
-$105K
|
-2,507
|
-9%
|
|
