|
51
|
Straight Path Wealth Management
Jenison,
Michigan
|
$3.14M
|
+$396K
|
+8,509
|
+14%
|
|
|
52
|
AE Wealth Management
Topeka,
Kansas
|
$3.13M
|
+$1.14M
|
+24,455
|
+57%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$3.1M
|
+$853K
|
+18,307
|
+38%
|
|
|
54
|
FirstPurpose Wealth
Orem,
Utah
|
$3.06M
|
+$1.5M
|
+32,112
|
+95%
|
|
|
55
|
Shira Ridge Wealth Management
Larkspur,
California
|
$2.91M
|
-$136K
|
-2,922
|
-4%
|
|
|
56
|
Client 1st Advisory Group
Dunedin,
Florida
|
$2.73M
|
+$2.75M
|
+58,954
|
New
|
|
|
57
|
Planning Center Inc
Moline,
Illinois
|
$2.71M
|
+$2.72M
|
+58,428
|
New
|
|
|
58
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.71M
|
+$605
|
+13
|
+0%
|
|
|
59
|
SageView Advisory Group
Newport Beach,
California
|
$2.65M
|
+$28.9K
|
+621
|
+1%
|
|
|
60
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$2.62M
|
-$284K
|
-6,090
|
-10%
|
|
|
61
|
Bridge Advisory
Pasadena,
California
|
$2.49M
|
+$19.6K
|
+420
|
+0.8%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.35M
|
+$288K
|
+6,178
|
+14%
|
|
|
63
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$2.34M
|
+$1.06M
|
+22,844
|
+82%
|
|
|
64
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.22M
|
+$328K
|
+7,044
|
+17%
|
|
|
65
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$2.2M
|
+$599K
|
+12,870
|
+37%
|
|
|
66
|
|
$2.08M
|
+$895K
|
+19,216
|
+75%
|
|
|
67
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.98M
|
+$135K
|
+2,894
|
+7%
|
|
|
68
|
WealthSource Partners
San Luis Obispo,
California
|
$1.92M
|
+$150K
|
+3,227
|
+8%
|
|
|
69
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.91M
|
-$557K
|
-11,949
|
-23%
|
|
|
70
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.9M
|
+$138K
|
+2,953
|
+8%
|
|
|
71
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$1.89M
|
+$295K
|
+6,326
|
+18%
|
|
|
72
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.86M
|
+$78K
|
+1,675
|
+4%
|
|
|
73
|
Apella Capital
West Hartford,
Connecticut
|
$1.8M
|
+$1.81M
|
+38,876
|
New
|
|
|
74
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.75M
|
-$143K
|
-3,072
|
-8%
|
|
|
75
|
Applied Capital
Little Rock,
Arkansas
|
$1.72M
|
-$56.1K
|
-1,204
|
-3%
|
|
