|
51
|
Allworth Financial
Folsom,
California
|
$6.28M
|
+$2.37M
|
+49,133
|
+60%
|
|
|
52
|
United Wealth Management
Charlottesville,
Virginia
|
$6.2M
|
+$206K
|
+4,285
|
+3%
|
|
|
53
|
Collective Family Office
York,
Pennsylvania
|
$5.75M
|
+$22.1K
|
+458
|
+0.4%
|
|
|
54
|
|
$5.06M
|
+$1.79M
|
+37,147
|
+55%
|
|
|
55
|
55 North Private Wealth
Winter Park,
Florida
|
$4.97M
|
+$4.97M
|
+103,094
|
New
|
|
|
56
|
Sentinel Wealth Management
Reston,
Virginia
|
$4.95M
|
–
|
–
|
–
|
|
|
57
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$4.95M
|
+$852K
|
+17,682
|
+21%
|
|
|
58
|
Mainsail Asset Management
Birmingham,
Alabama
|
$4.86M
|
+$4.86M
|
+100,881
|
New
|
|
|
59
|
|
$4.78M
|
+$4.78M
|
+99,224
|
+99,224%
|
|
|
60
|
Forza Wealth Management
Sarasota,
Florida
|
$4.7M
|
-$81.9K
|
-1,700
|
-2%
|
|
|
61
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$4.68M
|
+$4.68M
|
+97,114
|
New
|
|
|
62
|
Verus Financial Partners
Richmond,
Virginia
|
$4.53M
|
+$127K
|
+2,645
|
+3%
|
|
|
63
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$4.46M
|
+$312K
|
+6,465
|
+8%
|
|
|
64
|
Tillman Hartley LLC
Denver,
Colorado
|
$4.3M
|
+$745K
|
+15,470
|
+21%
|
|
|
65
|
Penney Financial
Houston,
Texas
|
$4.25M
|
+$2.73M
|
+56,568
|
+178%
|
|
|
66
|
Corient Private Wealth
Miami,
Florida
|
$4.17M
|
+$1.38M
|
+28,728
|
+50%
|
|
|
67
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.05M
|
-$475K
|
-9,853
|
-10%
|
|
|
68
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$3.87M
|
-$52K
|
-1,079
|
-1%
|
|
|
69
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$3.86M
|
+$287K
|
+5,962
|
+8%
|
|
|
70
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$3.82M
|
+$2.55K
|
+53
|
+0.1%
|
|
|
71
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.8M
|
+$713K
|
+14,789
|
+23%
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
$3.77M
|
+$4.63K
|
+96
|
+0.1%
|
|
|
73
|
Helen Stephens Group
Fort Worth,
Texas
|
$3.52M
|
+$217K
|
+4,494
|
+7%
|
|
|
74
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.41M
|
+$132K
|
+2,749
|
+4%
|
|
|
75
|
Aurelius Family Office
Bedford,
New Hampshire
|
$3.35M
|
+$25.2K
|
+524
|
+0.8%
|
|
