|
26
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$14.2M
|
+$672K
|
+14,057
|
+5%
|
|
|
27
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$14.1M
|
+$350K
|
+7,322
|
+3%
|
|
|
28
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$13.2M
|
+$8.94M
|
+187,180
|
+267%
|
|
|
29
|
|
$12.8M
|
+$11.9M
|
+250,000
|
New
|
|
|
30
|
High Note Wealth
Deephaven,
Minnesota
|
$11.6M
|
+$716K
|
+14,976
|
+7%
|
|
|
31
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$11.3M
|
-$744K
|
-15,571
|
-7%
|
|
|
32
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.2M
|
-$46.1K
|
-964
|
-0.4%
|
|
|
33
|
MGO One Seven
Beachwood,
Ohio
|
$11.2M
|
+$4.69M
|
+98,087
|
+82%
|
|
|
34
|
Rossby Financial
Melbourne,
Florida
|
$10.6M
|
+$113K
|
+2,375
|
+1%
|
|
|
35
|
Watchman Group
Plano,
Texas
|
$9.55M
|
+$55.6K
|
+1,164
|
+0.6%
|
|
|
36
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.48M
|
+$142K
|
+2,967
|
+2%
|
|
|
37
|
Pearl Planning
Dexter,
Michigan
|
$9.4M
|
+$8.76M
|
+183,437
|
New
|
|
|
38
|
Longview Financial Advisors
Huntsville,
Alabama
|
$8.82M
|
+$59.4K
|
+1,244
|
+0.7%
|
|
|
39
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$7.84M
|
-$69.8K
|
-1,460
|
-0.9%
|
|
|
40
|
TrueWealth Advisors
Birmingham,
Alabama
|
$7.21M
|
+$147K
|
+3,074
|
+2%
|
|
|
41
|
Jones Financial Companies
Des Peres,
Missouri
|
$7M
|
+$3.75M
|
+78,489
|
+135%
|
|
|
42
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.83M
|
-$219K
|
-4,583
|
-3%
|
|
|
43
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.73M
|
+$1.73M
|
+36,110
|
+38%
|
|
|
44
|
Signal Advisors Wealth
Detroit,
Michigan
|
$6.72M
|
+$911K
|
+19,066
|
+17%
|
|
|
45
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$6.63M
|
-$171K
|
-3,576
|
-3%
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.52M
|
-$6.97M
|
-145,872
|
-53%
|
|
|
47
|
Wright Wealth
Atlanta,
Georgia
|
$6.5M
|
+$6.05M
|
+126,685
|
New
|
|
|
48
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6.15M
|
+$447K
|
+9,358
|
+8%
|
|
|
49
|
Tidal Investments
Milwaukee,
Wisconsin
|
$6.07M
|
+$2.19M
|
+45,852
|
+63%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.07M
|
+$2.26M
|
+47,400
|
+67%
|
|
