|
51
|
Elevation Wealth Partners
Santa Rosa,
California
|
$12.4M
|
+$677K
|
+36,633
|
+6%
|
|
|
52
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$12.3M
|
+$996K
|
+53,901
|
+9%
|
|
|
53
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$12.1M
|
+$183K
|
+9,915
|
+2%
|
|
|
54
|
Opes Wealth Management
Menlo Park,
California
|
$11.5M
|
+$1.37M
|
+74,040
|
+14%
|
|
|
55
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.1M
|
-$1.16M
|
-62,694
|
-10%
|
|
|
56
|
|
$10.7M
|
+$1.44M
|
+78,153
|
+16%
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.6M
|
+$719K
|
+38,901
|
+8%
|
|
|
58
|
White Pine Investment Company
Livonia,
Michigan
|
$10.4M
|
+$190K
|
+10,260
|
+2%
|
|
|
59
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$10.4M
|
+$824K
|
+44,619
|
+9%
|
|
|
60
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.2M
|
-$8.1M
|
-438,558
|
-45%
|
|
|
61
|
Cobblestone Capital Advisors
Rochester,
New York
|
$9.78M
|
-$465K
|
-25,167
|
-5%
|
|
|
62
|
Northland Capital Management
Virginia,
Minnesota
|
$9.58M
|
-$1.22M
|
-66,117
|
-12%
|
|
|
63
|
RHS Financial
San Francisco,
California
|
$9.32M
|
+$147K
|
+7,950
|
+2%
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.45M
|
-$313K
|
-16,935
|
-4%
|
|
|
65
|
Tiedemann Advisors
New York
|
$8.3M
|
-$528K
|
-28,578
|
-6%
|
|
|
66
|
Sterling Financial Planning
Sparta,
New Jersey
|
$7.91M
|
+$593K
|
+32,067
|
+8%
|
|
|
67
|
Eagle Strategies
New York
|
$7.84M
|
+$2.7M
|
+146,007
|
+56%
|
|
|
68
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.63M
|
-$5.38K
|
-291
|
-0.1%
|
|
|
69
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6.8M
|
+$507K
|
+27,435
|
+8%
|
|
|
70
|
Journey Advisory Group
Covington,
Kentucky
|
$6.01M
|
+$5.79M
|
+313,266
|
New
|
|
|
71
|
GW & Wade
Wellesley,
Massachusetts
|
$5.48M
|
+$222
|
+12
|
+0%
|
|
|
72
|
Prudential Financial
Newark,
New Jersey
|
$5.46M
|
+$686K
|
+37,134
|
+15%
|
|
|
73
|
Foster & Motley
Cincinnati,
Ohio
|
$5.36M
|
+$233K
|
+12,627
|
+5%
|
|
|
74
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.33M
|
-$89.1K
|
-4,821
|
-2%
|
|
|
75
|
Madison Wealth Management
Cincinnati,
Ohio
|
$4.96M
|
+$192K
|
+10,377
|
+4%
|
|
