|
51
|
BetterWealth
San Jose,
California
|
$24.5M
|
-$79.9K
|
-2,570
|
-0.3%
|
|
|
52
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$23.7M
|
+$989K
|
+31,800
|
+5%
|
|
|
53
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
+$5.1M
|
+164,190
|
+29%
|
|
|
54
|
Retirement Solution
Redmond,
Washington
|
$22.6M
|
-$118K
|
-3,787
|
-0.5%
|
|
|
55
|
|
$22.5M
|
+$2.52M
|
+81,200
|
+13%
|
|
|
56
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$21.4M
|
+$1.94M
|
+62,287
|
+10%
|
|
|
57
|
Meredith Wealth Planning
Maryville,
Illinois
|
$21.2M
|
+$2.64M
|
+85,047
|
+15%
|
|
|
58
|
Allworth Financial
Folsom,
California
|
$20.7M
|
+$387K
|
+12,438
|
+2%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$20.4M
|
+$1.43M
|
+45,865
|
+8%
|
|
|
60
|
MB Generational Wealth
Spokane,
Washington
|
$17.5M
|
+$283K
|
+9,108
|
+2%
|
|
|
61
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$16.8M
|
+$170K
|
+5,454
|
+1%
|
|
|
62
|
Fischer Investment Strategies
Westlake Village,
California
|
$16.7M
|
-$323K
|
-10,381
|
-2%
|
|
|
63
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.6M
|
+$306K
|
+9,837
|
+2%
|
|
|
64
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.5M
|
+$5.44M
|
+174,877
|
+51%
|
|
|
65
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$16.4M
|
+$339K
|
+10,910
|
+2%
|
|
|
66
|
Stifel Financial
St. Louis,
Missouri
|
$16.2M
|
-$110K
|
-3,541
|
-0.7%
|
|
|
67
|
AE Wealth Management
Topeka,
Kansas
|
$16.1M
|
+$864K
|
+27,804
|
+6%
|
|
|
68
|
TCI Wealth Advisors
Tucson,
Arizona
|
$15.7M
|
+$4.24M
|
+136,401
|
+38%
|
|
|
69
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$15.3M
|
+$14.6M
|
+469,015
|
New
|
|
|
70
|
Opus Capital Group
Cincinnati,
Ohio
|
$15.2M
|
+$1.73M
|
+55,703
|
+13%
|
|
|
71
|
Fortress Wealth Management
Culver City,
California
|
$15.1M
|
-$59.5K
|
-1,914
|
-0.4%
|
|
|
72
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.7M
|
+$531K
|
+17,072
|
+4%
|
|
|
73
|
Arlington Financial Advisors
Santa Barbara,
California
|
$14.4M
|
+$121K
|
+3,877
|
+0.9%
|
|
|
74
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.3M
|
+$1.05M
|
+33,806
|
+8%
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$14M
|
+$2.63M
|
+84,641
|
+24%
|
|
