|
51
|
United Wealth Management
Charlottesville,
Virginia
|
$11.8M
|
+$174K
|
+5,135
|
+2%
|
|
|
52
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$11.8M
|
+$563K
|
+16,632
|
+5%
|
|
|
53
|
Concurrent Investment Advisors
Tampa,
Florida
|
$11.2M
|
+$236K
|
+6,962
|
+2%
|
|
|
54
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$11.1M
|
-$351K
|
-10,380
|
-3%
|
|
|
55
|
Timonier Family Office
Winston Salem,
North Carolina
|
$10.9M
|
+$10.8M
|
+318,388
|
New
|
|
|
56
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$10.8M
|
-$379K
|
-11,180
|
-3%
|
|
|
57
|
Claris Advisors
St. Louis,
Missouri
|
$10.8M
|
+$933K
|
+27,561
|
+10%
|
|
|
58
|
Integrity Advisory Solutions
Dallas,
Texas
|
$10.7M
|
+$820K
|
+24,232
|
+8%
|
|
|
59
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$10.1M
|
+$329K
|
+9,704
|
+3%
|
|
|
60
|
AE Wealth Management
Topeka,
Kansas
|
$9.81M
|
+$329K
|
+9,713
|
+3%
|
|
|
61
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.56M
|
-$1.87M
|
-55,256
|
-16%
|
|
|
62
|
Navigoe Wealth Management
Redondo Beach,
California
|
$9.49M
|
+$446K
|
+13,186
|
+5%
|
|
|
63
|
Kaufman Rossin Wealth
Miami,
Florida
|
$9.3M
|
+$1.17M
|
+34,425
|
+14%
|
|
|
64
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$9.2M
|
+$234K
|
+6,917
|
+3%
|
|
|
65
|
Meritas Wealth Management
Larkspur,
California
|
$9.06M
|
+$1.08M
|
+31,903
|
+14%
|
|
|
66
|
Savvy Advisors Inc
New York
|
$8.32M
|
+$395K
|
+11,657
|
+5%
|
|
|
67
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$8.27M
|
+$1.11M
|
+32,928
|
+16%
|
|
|
68
|
Liberty Wealth Management
Oakland,
California
|
$8.01M
|
–
|
–
|
–
|
|
|
69
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.91M
|
-$174K
|
-5,142
|
-2%
|
|
|
70
|
Integrity Alliance
Urbandale,
Iowa
|
$7.87M
|
-$32.3K
|
-953
|
-0.4%
|
|
|
71
|
Emprise Bank
Wichita,
Kansas
|
$7.85M
|
+$1.83M
|
+54,115
|
+31%
|
|
|
72
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$7.72M
|
+$1.09M
|
+32,140
|
+17%
|
|
|
73
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$7.27M
|
-$359K
|
-10,614
|
-5%
|
|
|
74
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.25M
|
+$7.19M
|
+212,499
|
New
|
|
|
75
|
Kestra Advisory Services
Austin,
Texas
|
$7.07M
|
+$510K
|
+15,073
|
+8%
|
|
