|
51
|
Forza Wealth Management
Sarasota,
Florida
|
$8.42M
|
+$3.7M
|
+76,700
|
+79%
|
|
|
52
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$7.95M
|
-$42.2K
|
-876
|
-0.5%
|
|
|
53
|
RW Investment Management
Eagle,
Idaho
|
$7.94M
|
-$79.9K
|
-1,657
|
-1%
|
|
|
54
|
Mills Wealth Advisors
Southlake,
Texas
|
$7.93M
|
+$1.65M
|
+34,211
|
+26%
|
|
|
55
|
Concurrent Investment Advisors
Tampa,
Florida
|
$7.86M
|
-$1.43M
|
-29,556
|
-15%
|
|
|
56
|
|
$7.41M
|
+$858K
|
+17,789
|
+13%
|
|
|
57
|
Optimus Capital Advisors
Coppel,
Texas
|
$7.36M
|
+$49.4K
|
+1,024
|
+0.7%
|
|
|
58
|
Core Wealth Management
Jupiter,
Florida
|
$7.28M
|
+$591K
|
+12,262
|
+9%
|
|
|
59
|
Maryland Capital Advisors
Chester,
Maryland
|
$7.21M
|
+$7.2M
|
+149,261
|
New
|
|
|
60
|
United Wealth Management
Charlottesville,
Virginia
|
$6.69M
|
+$244K
|
+5,052
|
+4%
|
|
|
61
|
Collective Family Office
York,
Pennsylvania
|
$5.89M
|
+$260K
|
+5,396
|
+5%
|
|
|
62
|
Mercer Global Advisors
Denver,
Colorado
|
$5.76M
|
+$1.49M
|
+30,888
|
+35%
|
|
|
63
|
Kings Path Partners
Sugar Land,
Texas
|
$5.72M
|
+$4.47M
|
+92,640
|
+361%
|
|
|
64
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$5.64M
|
+$61.7K
|
+1,280
|
+1%
|
|
|
65
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$5.42M
|
+$186K
|
+3,857
|
+4%
|
|
|
66
|
Verus Financial Partners
Richmond,
Virginia
|
$5.24M
|
+$604K
|
+12,525
|
+13%
|
|
|
67
|
Root Financial Partners
Encinitas,
California
|
$5.18M
|
+$1.48M
|
+30,666
|
+40%
|
|
|
68
|
Tillman Hartley LLC
Denver,
Colorado
|
$5.12M
|
+$201K
|
+4,169
|
+4%
|
|
|
69
|
Sentinel Wealth Management
Reston,
Virginia
|
$4.96M
|
-$9.26K
|
-192
|
-0.2%
|
|
|
70
|
Mainsail Asset Management
Birmingham,
Alabama
|
$4.91M
|
+$34.8K
|
+721
|
+0.7%
|
|
|
71
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.76M
|
+$25.2K
|
+523
|
+0.5%
|
|
|
72
|
|
$4.42M
|
+$4.41M
|
+91,480
|
New
|
|
|
73
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$4.27M
|
+$104K
|
+2,154
|
+3%
|
|
|
74
|
Corient Private Wealth
Miami,
Florida
|
$3.96M
|
+$3.28K
|
+68
|
+0.1%
|
|
|
75
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$3.91M
|
-$59K
|
-1,223
|
-1%
|
|
