|
51
|
Occidental Asset Management
Burlingame,
California
|
$11.9M
|
+$11.9M
|
+259,215
|
New
|
|
|
52
|
Founders Financial Securities
Towson,
Maryland
|
$11.8M
|
+$2.71M
|
+59,039
|
+30%
|
|
|
53
|
Atria Wealth Solutions
New York
|
$11.7M
|
+$1.87M
|
+40,762
|
+19%
|
|
|
54
|
Allen Capital Group
Grand Island,
Nebraska
|
$11.6M
|
+$11.6M
|
+252,837
|
New
|
|
|
55
|
Horizon Investments
Charlotte,
North Carolina
|
$11.6M
|
+$2.52M
|
+54,927
|
+28%
|
|
|
56
|
Beta Wealth Group
San Diego,
California
|
$11.2M
|
+$11.2M
|
+244,227
|
New
|
|
|
57
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$11.2M
|
-$674K
|
-14,713
|
-6%
|
|
|
58
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$11M
|
+$4.69M
|
+102,250
|
+75%
|
|
|
59
|
Linscomb Wealth
Houston,
Texas
|
$11M
|
-$351K
|
-7,657
|
-3%
|
|
|
60
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.6M
|
+$228K
|
+4,983
|
+2%
|
|
|
61
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$10.5M
|
-$1.32M
|
-28,760
|
-11%
|
|
|
62
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$10.4M
|
+$10.1M
|
+220,644
|
+4,484%
|
|
|
63
|
DeDora Capital
Napa,
California
|
$10M
|
+$4.25M
|
+92,626
|
+74%
|
|
|
64
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.78M
|
-$187K
|
-4,075
|
-2%
|
|
|
65
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.67M
|
-$48M
|
-1,047,318
|
-83%
|
|
|
66
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$9.53M
|
-$66.1K
|
-1,442
|
-0.7%
|
|
|
67
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$9.29M
|
+$122K
|
+2,659
|
+1%
|
|
|
68
|
Cetera Advisors
Denver,
Colorado
|
$9.22M
|
+$1.18M
|
+25,783
|
+15%
|
|
|
69
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.17M
|
+$116K
|
+2,522
|
+1%
|
|
|
70
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$8.7M
|
+$2.81M
|
+61,402
|
+48%
|
|
|
71
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.53M
|
+$589K
|
+12,861
|
+7%
|
|
|
72
|
Mutual Advisors
Omaha,
Nebraska
|
$8.18M
|
+$1.65M
|
+36,027
|
+25%
|
|
|
73
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.07M
|
+$2.21M
|
+48,145
|
+38%
|
|
|
74
|
Rockland Trust
Hanover,
Massachusetts
|
$7.98M
|
-$3.12M
|
-68,115
|
-28%
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.76M
|
+$4.03M
|
+88,024
|
+109%
|
|
