|
51
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$46.2M
|
+$1.05M
|
+26,291
|
+2%
|
|
|
52
|
Fulton Bank
Lancaster,
Pennsylvania
|
$45.9M
|
+$816K
|
+20,443
|
+2%
|
|
|
53
|
Timonier Family Office
Winston Salem,
North Carolina
|
$44.7M
|
+$42.8M
|
+1,072,005
|
New
|
|
|
54
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$44.5M
|
+$885K
|
+22,195
|
+2%
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$42.7M
|
-$11.9M
|
-297,265
|
-22%
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$38M
|
+$5.14M
|
+128,860
|
+16%
|
|
|
57
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37.7M
|
-$656K
|
-16,453
|
-2%
|
|
|
58
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.6M
|
-$26.1M
|
-653,471
|
-42%
|
|
|
59
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$37.5M
|
+$14.6M
|
+365,986
|
+69%
|
|
|
60
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$36.1M
|
+$1.57M
|
+39,344
|
+5%
|
|
|
61
|
Integrity Advisory Solutions
Dallas,
Texas
|
$36M
|
+$3.67M
|
+92,086
|
+12%
|
|
|
62
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$35.8M
|
+$34.2M
|
+858,310
|
New
|
|
|
63
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$35.6M
|
-$4.9M
|
-122,932
|
-13%
|
|
|
64
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$35.5M
|
+$632K
|
+15,842
|
+2%
|
|
|
65
|
Sequoia Financial Advisors
Akron,
Ohio
|
$34.4M
|
+$168K
|
+4,221
|
+0.5%
|
|
|
66
|
United Wealth Management
Charlottesville,
Virginia
|
$32.9M
|
+$523K
|
+13,098
|
+2%
|
|
|
67
|
True Wealth Design
Akron,
Ohio
|
$32.7M
|
+$2.54M
|
+63,767
|
+9%
|
|
|
68
|
GeoWealth Management
Chicago,
Illinois
|
$32.7M
|
+$898K
|
+22,499
|
+3%
|
|
|
69
|
AE Wealth Management
Topeka,
Kansas
|
$32.5M
|
+$1.37M
|
+34,241
|
+5%
|
|
|
70
|
von Borstel & Associates
The Dalles,
Oregon
|
$32M
|
+$582K
|
+14,582
|
+2%
|
|
|
71
|
Stolz & Associates
Tacoma,
Washington
|
$31.9M
|
+$1.1M
|
+27,525
|
+4%
|
|
|
72
|
LPL Financial
San Diego,
California
|
$30.2M
|
+$4.41M
|
+110,492
|
+18%
|
|
|
73
|
LVZ Inc
Holland,
Michigan
|
$29.2M
|
+$514K
|
+12,886
|
+2%
|
|
|
74
|
WPWealth
Fort Worth,
Texas
|
$29M
|
+$979K
|
+24,539
|
+4%
|
|
|
75
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$29M
|
-$944K
|
-23,657
|
-3%
|
|
