|
51
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.83M
|
+$5.1M
|
+104,352
|
+266%
|
|
|
52
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$6.7M
|
+$773K
|
+15,833
|
+13%
|
|
|
53
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.99M
|
+$1.17M
|
+23,917
|
+23%
|
|
|
54
|
DOHJ LLC
Seattle,
Washington
|
$5.9M
|
+$1.06M
|
+21,646
|
+21%
|
|
|
55
|
PDS Planning
Dublin,
Ohio
|
$5.75M
|
+$1.22M
|
+24,935
|
+26%
|
|
|
56
|
Pure Financial Advisors
San Diego,
California
|
$5.65M
|
+$880K
|
+18,024
|
+18%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$5.52M
|
+$612K
|
+12,528
|
+12%
|
|
|
58
|
Occidental Asset Management
Burlingame,
California
|
$5.37M
|
-$1.04M
|
-21,398
|
-16%
|
|
|
59
|
Securian Asset Management
St Paul,
Minnesota
|
$4.98M
|
-$159K
|
-3,260
|
-3%
|
|
|
60
|
Appleton Partners
Boston,
Massachusetts
|
$4.83M
|
+$27.7K
|
+568
|
+0.6%
|
|
|
61
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.76M
|
-$6.15M
|
-125,981
|
-56%
|
|
|
62
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$4.74M
|
+$2.21M
|
+45,156
|
+83%
|
|
|
63
|
Greenspring Advisors
Towson,
Maryland
|
$4.59M
|
-$222K
|
-4,553
|
-5%
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.44M
|
+$638K
|
+13,057
|
+16%
|
|
|
65
|
Hardy Reed
Tupelo,
Mississippi
|
$4.37M
|
+$986K
|
+20,192
|
+28%
|
|
|
66
|
GeoWealth Management
Chicago,
Illinois
|
$4.14M
|
+$120K
|
+2,457
|
+3%
|
|
|
67
|
Tectonic Advisors
Frisco,
Texas
|
$3.99M
|
–
|
–
|
–
|
|
|
68
|
Acima Private Wealth
Richmond,
Virginia
|
$3.96M
|
+$4.06M
|
+83,185
|
New
|
|
|
69
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$3.94M
|
+$430K
|
+8,813
|
+12%
|
|
|
70
|
Eclectic Associates
Fullerton,
California
|
$3.89M
|
+$3.65M
|
+74,717
|
+1,039%
|
|
|
71
|
Summit Wealth Group
White River Junction,
Vermont
|
$3.8M
|
+$3.9M
|
+79,826
|
New
|
|
|
72
|
Janus Henderson Group
London,
|
$3.62M
|
+$3.72M
|
+76,155
|
New
|
|
|
73
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.3M
|
-$17.6K
|
-361
|
-0.5%
|
|
|
74
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$3.28M
|
+$149K
|
+3,047
|
+5%
|
|
|
75
|
|
$3.27M
|
-$6.74M
|
-137,987
|
-67%
|
|
