|
51
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$6.69M
|
+$461K
|
+17,561
|
+7%
|
|
|
52
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.68M
|
+$262K
|
+9,980
|
+4%
|
|
|
53
|
Claris Advisors
St. Louis,
Missouri
|
$6.57M
|
+$3.06M
|
+116,637
|
+81%
|
|
|
54
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$6.33M
|
+$239K
|
+9,110
|
+4%
|
|
|
55
|
AE Wealth Management
Topeka,
Kansas
|
$6.31M
|
+$685K
|
+26,087
|
+12%
|
|
|
56
|
Mills Wealth Advisors
Southlake,
Texas
|
$6.26M
|
+$295K
|
+11,233
|
+5%
|
|
|
57
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$5.66M
|
+$5.89M
|
+224,170
|
New
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.62M
|
+$2.07M
|
+78,648
|
+55%
|
|
|
59
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$5.33M
|
+$5.55M
|
+211,281
|
New
|
|
|
60
|
Fiduciary Financial Group
San Rafael,
California
|
$5.18M
|
+$302K
|
+11,510
|
+6%
|
|
|
61
|
MB Generational Wealth
Spokane,
Washington
|
$5.11M
|
+$58.7K
|
+2,234
|
+1%
|
|
|
62
|
Financial Engines Advisors
Santa Clara,
California
|
$5.03M
|
+$1.43M
|
+54,278
|
+37%
|
|
|
63
|
BetterWealth
San Jose,
California
|
$4.7M
|
-$6.81M
|
-259,111
|
-58%
|
|
|
64
|
Timonier Family Office
Winston Salem,
North Carolina
|
$4.46M
|
+$4.64M
|
+176,696
|
New
|
|
|
65
|
Blue Oak Capital
Menlo Park,
California
|
$4.38M
|
+$4.56M
|
+173,460
|
New
|
|
|
66
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.25M
|
+$187K
|
+7,111
|
+4%
|
|
|
67
|
Kaufman Rossin Wealth
Miami,
Florida
|
$4.07M
|
+$4.23M
|
+161,187
|
New
|
|
|
68
|
Wealth Advisors Northwest
Portland,
Oregon
|
$3.95M
|
+$4.12M
|
+156,650
|
New
|
|
|
69
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.94M
|
+$123K
|
+4,665
|
+3%
|
|
|
70
|
Retirement Solution
Redmond,
Washington
|
$3.88M
|
+$6.78K
|
+258
|
+0.2%
|
|
|
71
|
Applied Capital
Little Rock,
Arkansas
|
$3.73M
|
+$346K
|
+13,175
|
+10%
|
|
|
72
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$3.62M
|
+$3.77M
|
+143,593
|
New
|
|
|
73
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.6M
|
+$36.8K
|
+1,400
|
+1%
|
|
|
74
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$3.49M
|
+$3.63M
|
+138,146
|
New
|
|
|
75
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.34M
|
-$135K
|
-5,141
|
-4%
|
|
