|
51
|
Firestone Capital Management
Coral Gables,
Florida
|
$15.7M
|
+$32.4K
|
+1,683
|
+0.2%
|
|
|
52
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.3M
|
-$65.7K
|
-3,417
|
-0.5%
|
|
|
53
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$14.9M
|
+$1.31M
|
+68,349
|
+10%
|
|
|
54
|
Mariner
Overland Park,
Kansas
|
$14.1M
|
+$1.93M
|
+100,392
|
+17%
|
|
|
55
|
Pasadena Private Wealth
Pasadena,
California
|
$13.7M
|
+$12.7M
|
+661,863
|
New
|
|
|
56
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$13.1M
|
+$76.1K
|
+3,957
|
+0.6%
|
|
|
57
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
-$1.42M
|
-73,665
|
-11%
|
|
|
58
|
Elevation Wealth Partners
Santa Rosa,
California
|
$12.3M
|
-$6.63K
|
-345
|
-0.1%
|
|
|
59
|
AE Wealth Management
Topeka,
Kansas
|
$12.3M
|
+$7.69M
|
+400,011
|
+212%
|
|
|
60
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$12.2M
|
+$372K
|
+19,341
|
+3%
|
|
|
61
|
Systelligence LLC
Bloomington,
Minnesota
|
$12.2M
|
+$1.71M
|
+88,887
|
+18%
|
|
|
62
|
Strata Wealth Advisors
Dallas,
Texas
|
$12.1M
|
+$10.2M
|
+530,514
|
+958%
|
|
|
63
|
White Pine Investment Company
Livonia,
Michigan
|
$11.5M
|
+$229K
|
+11,925
|
+2%
|
|
|
64
|
Opes Wealth Management
Menlo Park,
California
|
$10.8M
|
-$478K
|
-24,831
|
-5%
|
|
|
65
|
Prism Advisors
Studio City,
California
|
$10.6M
|
-$562K
|
-29,217
|
-5%
|
|
|
66
|
|
$10.6M
|
+$8.08M
|
+420,402
|
+445%
|
|
|
67
|
Wealth Forward LLC
Fargo,
North Dakota
|
$10.4M
|
+$9.67M
|
+503,052
|
New
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.3M
|
+$43K
|
+2,235
|
+0.4%
|
|
|
69
|
RHS Financial
San Francisco,
California
|
$10.1M
|
+$214K
|
+11,133
|
+2%
|
|
|
70
|
Cobblestone Capital Advisors
Rochester,
New York
|
$9.62M
|
-$55.7K
|
-2,898
|
-0.6%
|
|
|
71
|
Eagle Strategies
New York
|
$9.32M
|
+$244K
|
+12,672
|
+3%
|
|
|
72
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$9.2M
|
+$713K
|
+37,089
|
+9%
|
|
|
73
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$9.08M
|
+$8.45M
|
+439,602
|
New
|
|
|
74
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$8.95M
|
+$1.58M
|
+82,044
|
+23%
|
|
|
75
|
Sterling Financial Planning
Sparta,
New Jersey
|
$8.61M
|
+$108K
|
+5,637
|
+1%
|
|
