|
51
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$10.7M
|
+$41.1K
|
+452
|
+0.4%
|
|
|
52
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.5M
|
-$3.67M
|
-40,337
|
-26%
|
|
|
53
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.91M
|
+$3.78M
|
+41,526
|
+60%
|
|
|
54
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$9.67M
|
-$51.5K
|
-566
|
-0.5%
|
|
|
55
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$9.45M
|
+$544K
|
+5,989
|
+6%
|
|
|
56
|
Equitable Holdings
New York
|
$9.35M
|
+$1.24M
|
+13,640
|
+15%
|
|
|
57
|
CX Institutional
Auburn,
Indiana
|
$9.21M
|
-$67K
|
-737
|
-0.7%
|
|
|
58
|
Key Financial Inc
West Chester,
Pennsylvania
|
$8.53M
|
+$82.5K
|
+908
|
+1%
|
|
|
59
|
Aspiriant LLC
Los Angeles,
California
|
$8.37M
|
+$439K
|
+4,826
|
+5%
|
|
|
60
|
|
$8.22M
|
+$287K
|
+3,159
|
+4%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$8.14M
|
-$104K
|
-1,149
|
-1%
|
|
|
62
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$6.95M
|
-$145K
|
-1,593
|
-2%
|
|
|
63
|
First American Trust
Santa Ana,
California
|
$6.45M
|
-$4.54M
|
-49,901
|
-41%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$6.08M
|
-$151K
|
-1,659
|
-2%
|
|
|
65
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$5.97M
|
+$1.11M
|
+12,172
|
+22%
|
|
|
66
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.91M
|
+$45.4K
|
+499
|
+0.8%
|
|
|
67
|
Brown Brothers Harriman & Co
New York
|
$5.77M
|
-$25.5K
|
-281
|
-0.4%
|
|
|
68
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.74M
|
-$11.2K
|
-123
|
-0.2%
|
|
|
69
|
1900 Wealth Management
San Antonio,
Texas
|
$5.59M
|
+$1.09K
|
+12
|
+0%
|
|
|
70
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$5.56M
|
+$3.07M
|
+33,797
|
+119%
|
|
|
71
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$5.49M
|
-$38.2K
|
-420
|
-0.7%
|
|
|
72
|
Tobias Financial Advisors
Plantation,
Florida
|
$5.49M
|
-$497K
|
-5,471
|
-8%
|
|
|
73
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.34M
|
+$23K
|
+253
|
+0.4%
|
|
|
74
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.25M
|
+$256K
|
+2,817
|
+5%
|
|
|
75
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.25M
|
+$94.2K
|
+1,036
|
+2%
|
|
