|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$51.8M
|
-$4.42M
|
-95,327
|
-8%
|
|
|
52
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$51.1M
|
+$1.3M
|
+28,089
|
+3%
|
|
|
53
|
Harbor Group
Bedford,
New Hampshire
|
$47.5M
|
+$1.01M
|
+21,839
|
+2%
|
|
|
54
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$46.8M
|
+$1.45M
|
+31,304
|
+3%
|
|
|
55
|
Crane Advisory
Fullerton,
California
|
$46.6M
|
+$22.3M
|
+479,519
|
+90%
|
|
|
56
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$46.3M
|
+$12.2M
|
+263,355
|
+35%
|
|
|
57
|
Navalign LLC
Encino,
California
|
$45.6M
|
+$2.39M
|
+51,469
|
+5%
|
|
|
58
|
Huntington National Bank
Columbus,
Ohio
|
$45M
|
–
|
–
|
–
|
|
|
59
|
OLIO Financial Planning
Mclean,
Virginia
|
$44.9M
|
+$2.47M
|
+53,318
|
+6%
|
|
|
60
|
Triad Wealth Partners
Lawrence,
Kansas
|
$44.4M
|
+$8.31M
|
+179,005
|
+23%
|
|
|
61
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$42.9M
|
-$2.62M
|
-56,378
|
-6%
|
|
|
62
|
Drake & Associates
Waukesha,
Wisconsin
|
$42.3M
|
+$3.76M
|
+80,943
|
+10%
|
|
|
63
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$41.3M
|
+$780K
|
+16,820
|
+2%
|
|
|
64
|
Corient Private Wealth
Miami,
Florida
|
$41.2M
|
-$2.84M
|
-61,102
|
-6%
|
|
|
65
|
Weatherly Asset Management
Del Mar,
California
|
$40.8M
|
+$1.96M
|
+42,252
|
+5%
|
|
|
66
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$40.3M
|
+$9.19M
|
+198,040
|
+29%
|
|
|
67
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$40.3M
|
+$3.51M
|
+75,700
|
+9%
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$39.4M
|
-$14.2M
|
-305,810
|
-26%
|
|
|
69
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$39.4M
|
+$1.84M
|
+39,614
|
+5%
|
|
|
70
|
WestHill Financial Advisors
San Rafael,
California
|
$38.6M
|
+$1.47M
|
+31,673
|
+4%
|
|
|
71
|
Power Wealth Management
Alpharetta,
Georgia
|
$37.6M
|
+$1.66M
|
+35,761
|
+5%
|
|
|
72
|
Brookstone Capital Management
Wheaton,
Illinois
|
$37.1M
|
+$4.06M
|
+87,421
|
+12%
|
|
|
73
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$36.9M
|
+$25.8M
|
+556,508
|
+228%
|
|
|
74
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$36.7M
|
+$1.52M
|
+32,854
|
+4%
|
|
|
75
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$36M
|
+$1.62M
|
+34,872
|
+5%
|
|
