|
51
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.8M
|
+$7.52M
|
+152,260
|
+3,516%
|
|
|
52
|
PDS Planning
Dublin,
Ohio
|
$7.67M
|
+$2.22M
|
+44,995
|
+41%
|
|
|
53
|
BIP Wealth
Atlanta,
Georgia
|
$7.63M
|
+$121K
|
+2,441
|
+2%
|
|
|
54
|
Rockefeller Capital Management
New York
|
$7.61M
|
+$6.67M
|
+135,004
|
+762%
|
|
|
55
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$7.57M
|
-$2.26M
|
-45,651
|
-23%
|
|
|
56
|
Penobscot Wealth Management
Portland,
Maine
|
$7.53M
|
+$201K
|
+4,064
|
+3%
|
|
|
57
|
Acima Private Wealth
Richmond,
Virginia
|
$7.34M
|
+$7.29M
|
+147,464
|
New
|
|
|
58
|
Occidental Asset Management
Burlingame,
California
|
$7.34M
|
+$465K
|
+9,420
|
+7%
|
|
|
59
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.06M
|
-$36.2K
|
-733
|
-0.5%
|
|
|
60
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$7.01M
|
+$2.64M
|
+53,437
|
+61%
|
|
|
61
|
Aspect Partners
Fairfax,
Virginia
|
$6.87M
|
+$6.81M
|
+137,872
|
New
|
|
|
62
|
Strategic Advocates
Logan,
Utah
|
$6.39M
|
+$4.54M
|
+91,930
|
+253%
|
|
|
63
|
Securian Asset Management
St Paul,
Minnesota
|
$5.93M
|
+$336K
|
+6,800
|
+6%
|
|
|
64
|
Appleton Partners
Boston,
Massachusetts
|
$5.55M
|
+$73.5K
|
+1,487
|
+1%
|
|
|
65
|
Tectonic Advisors
Frisco,
Texas
|
$5.4M
|
–
|
–
|
–
|
|
|
66
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$5.36M
|
+$1.74M
|
+35,221
|
+49%
|
|
|
67
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.34M
|
+$5.3M
|
+107,216
|
New
|
|
|
68
|
GeoWealth Management
Chicago,
Illinois
|
$5.21M
|
-$26.2K
|
-530
|
-0.5%
|
|
|
69
|
Pure Financial Advisors
San Diego,
California
|
$5.15M
|
-$227K
|
-4,599
|
-4%
|
|
|
70
|
|
$5.11M
|
+$2.83M
|
+57,328
|
+126%
|
|
|
71
|
Lodestar Private Asset Management
Alamo,
California
|
$5.11M
|
+$778K
|
+15,743
|
+18%
|
|
|
72
|
Robinswood Financial
Kirkland,
Washington
|
$4.91M
|
+$161K
|
+3,262
|
+3%
|
|
|
73
|
Paragon Advisors
College Station,
Texas
|
$4.74M
|
+$494K
|
+10,003
|
+12%
|
|
|
74
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$4.24M
|
-$731K
|
-14,786
|
-15%
|
|
|
75
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$4.22M
|
+$144K
|
+2,912
|
+4%
|
|
