|
51
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$7.08M
|
+$521K
|
+10,748
|
+8%
|
|
|
52
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.64M
|
+$2.65M
|
+54,610
|
+65%
|
|
|
53
|
Core Wealth Management
Jupiter,
Florida
|
$6.63M
|
+$28.4K
|
+587
|
+0.4%
|
|
|
54
|
|
$6.49M
|
+$1.48M
|
+30,496
|
+29%
|
|
|
55
|
United Wealth Management
Charlottesville,
Virginia
|
$6.39M
|
+$218K
|
+4,491
|
+3%
|
|
|
56
|
Mills Wealth Advisors
Southlake,
Texas
|
$6.22M
|
+$4.62M
|
+95,401
|
+277%
|
|
|
57
|
55 North Private Wealth
Winter Park,
Florida
|
$5.69M
|
+$756K
|
+15,611
|
+15%
|
|
|
58
|
Collective Family Office
York,
Pennsylvania
|
$5.58M
|
-$138K
|
-2,847
|
-2%
|
|
|
59
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$5.53M
|
+$1.11M
|
+22,810
|
+25%
|
|
|
60
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$5.19M
|
+$270K
|
+5,565
|
+5%
|
|
|
61
|
Helen Stephens Group
Fort Worth,
Texas
|
$5.01M
|
+$1.52M
|
+31,447
|
+43%
|
|
|
62
|
Sentinel Wealth Management
Reston,
Virginia
|
$4.93M
|
–
|
–
|
–
|
|
|
63
|
Tillman Hartley LLC
Denver,
Colorado
|
$4.88M
|
+$605K
|
+12,492
|
+14%
|
|
|
64
|
Mainsail Asset Management
Birmingham,
Alabama
|
$4.86M
|
+$28.5K
|
+588
|
+0.6%
|
|
|
65
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.7M
|
+$926K
|
+19,119
|
+24%
|
|
|
66
|
Forza Wealth Management
Sarasota,
Florida
|
$4.67M
|
–
|
–
|
–
|
|
|
67
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$4.67M
|
+$13.7K
|
+282
|
+0.3%
|
|
|
68
|
Penney Financial
Houston,
Texas
|
$4.65M
|
+$423K
|
+8,723
|
+10%
|
|
|
69
|
Verus Financial Partners
Richmond,
Virginia
|
$4.63M
|
+$110K
|
+2,279
|
+2%
|
|
|
70
|
Mercer Global Advisors
Denver,
Colorado
|
$4.23M
|
+$2.52M
|
+52,073
|
+144%
|
|
|
71
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$4.13M
|
+$292K
|
+6,025
|
+8%
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
$3.98M
|
+$227K
|
+4,682
|
+6%
|
|
|
73
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$3.93M
|
+$81.8K
|
+1,689
|
+2%
|
|
|
74
|
Corient Private Wealth
Miami,
Florida
|
$3.93M
|
-$230K
|
-4,748
|
-5%
|
|
|
75
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$3.85M
|
+$52.8K
|
+1,089
|
+1%
|
|
