|
51
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$9.13M
|
+$7.71M
|
+312,822
|
+556%
|
|
|
52
|
MCF Advisors
Covington,
Kentucky
|
$9.06M
|
+$964K
|
+39,097
|
+12%
|
|
|
53
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.93M
|
+$350K
|
+14,184
|
+4%
|
|
|
54
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.86M
|
-$5.31M
|
-215,255
|
-38%
|
|
|
55
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$8.65M
|
+$9.81K
|
+398
|
+0.1%
|
|
|
56
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.42M
|
+$4.64M
|
+188,173
|
+124%
|
|
|
57
|
Venture Visionary Partners
Sylvania,
Ohio
|
$7.93M
|
–
|
–
|
–
|
|
|
58
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.88M
|
-$445K
|
-18,038
|
-5%
|
|
|
59
|
Strid Group
Newtown Square,
Pennsylvania
|
$7.61M
|
+$961K
|
+38,982
|
+15%
|
|
|
60
|
Asset Dedication LLC
San Francisco,
California
|
$7.55M
|
-$100K
|
-4,069
|
-1%
|
|
|
61
|
Global Retirement Partners
San Rafael,
California
|
$7.36M
|
+$181K
|
+7,331
|
+3%
|
|
|
62
|
Lyell Wealth Management
Menlo Park,
California
|
$7.28M
|
+$77K
|
+3,124
|
+1%
|
|
|
63
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$7.28M
|
-$77.7K
|
-3,150
|
-1%
|
|
|
64
|
Kestra Advisory Services
Austin,
Texas
|
$7.26M
|
+$857K
|
+34,772
|
+13%
|
|
|
65
|
|
$7.15M
|
-$2.74M
|
-111,071
|
-28%
|
|
|
66
|
Hamel Associates
Chatham,
New Jersey
|
$7.03M
|
+$187K
|
+7,599
|
+3%
|
|
|
67
|
PFG Private Wealth Management
Lutz,
Florida
|
$7M
|
-$1.07M
|
-43,349
|
-13%
|
|
|
68
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.74M
|
+$5.31M
|
+215,435
|
+377%
|
|
|
69
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$6.71M
|
+$712K
|
+28,865
|
+12%
|
|
|
70
|
EP Wealth Advisors
Torrance,
California
|
$6.64M
|
-$53M
|
-2,150,939
|
-89%
|
|
|
71
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$6.53M
|
+$212K
|
+8,619
|
+3%
|
|
|
72
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$6.23M
|
–
|
–
|
–
|
|
|
73
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$6.22M
|
-$149M
|
-6,045,754
|
-96%
|
|
|
74
|
Atria Wealth Solutions
New York
|
$6.16M
|
+$284K
|
+11,526
|
+5%
|
|
|
75
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$6M
|
–
|
–
|
–
|
|
