|
26
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.2M
|
+$1.21M
|
+25,636
|
New
|
|
|
27
|
Bridge Advisory
Pasadena,
California
|
$1.15M
|
+$1.16M
|
+24,559
|
New
|
|
|
28
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.13M
|
+$1.14M
|
+24,084
|
New
|
|
|
29
|
Drive Wealth Management
Lehi,
Utah
|
$1.08M
|
-$34.9K
|
-738
|
-3%
|
|
|
30
|
Sutton Place Investors
Katonah,
New York
|
$903K
|
-$1.89M
|
-40,050
|
-68%
|
|
|
31
|
FirstPurpose Wealth
Orem,
Utah
|
$854K
|
+$861K
|
+18,217
|
New
|
|
|
32
|
Affinity Capital Advisors
Berkeley,
California
|
$839K
|
+$845K
|
+17,888
|
New
|
|
|
33
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$807K
|
+$813K
|
+17,212
|
New
|
|
|
34
|
LVZ Inc
Holland,
Michigan
|
$787K
|
+$794K
|
+16,797
|
New
|
|
|
35
|
Bridgewater Advisors
New York
|
$782K
|
+$788K
|
+16,675
|
New
|
|
|
36
|
Beta Wealth Group
San Diego,
California
|
$776K
|
-$392K
|
-8,307
|
-33%
|
|
|
37
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$705K
|
+$710K
|
+15,038
|
New
|
|
|
38
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$612K
|
+$617K
|
+13,060
|
New
|
|
|
39
|
NWAM LLC
Mercer Island,
Washington
|
$570K
|
+$570K
|
+12,063
|
New
|
|
|
40
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$556K
|
+$560K
|
+11,860
|
New
|
|
|
41
|
Shearwater Capital
Denver,
Colorado
|
$539K
|
-$11.1K
|
-236
|
-2%
|
|
|
42
|
Pure Financial Advisors
San Diego,
California
|
$533K
|
-$381M
|
-8,063,837
|
-100%
|
|
|
43
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$517K
|
-$63.4K
|
-1,343
|
-11%
|
|
|
44
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$473K
|
+$471K
|
+9,962
|
New
|
|
|
45
|
Avantax Advisory Services
Dallas,
Texas
|
$403K
|
+$406K
|
+8,600
|
New
|
|
|
46
|
Atria Wealth Solutions
New York
|
$387K
|
+$390K
|
+8,262
|
New
|
|
|
47
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$385K
|
-$48.1K
|
-1,018
|
-11%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$377K
|
+$379K
|
+8,032
|
New
|
|
|
49
|
Austin Asset Management
Austin,
Texas
|
$352K
|
–
|
–
|
–
|
|
|
50
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$350K
|
+$302K
|
+6,391
|
+595%
|
|
