|
51
|
Occidental Asset Management
Burlingame,
California
|
$5.82M
|
+$1.36M
|
+27,145
|
+29%
|
|
|
52
|
Veridan Wealth
West Linn,
Oregon
|
$5.47M
|
+$153K
|
+3,044
|
+3%
|
|
|
53
|
Tacita Capital
Toronto,
Ontario, Canada
|
$5.26M
|
+$24.2K
|
+483
|
+0.4%
|
|
|
54
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$5.01M
|
+$747K
|
+14,908
|
+17%
|
|
|
55
|
Atria Investments
Charlotte,
North Carolina
|
$4.91M
|
-$449K
|
-8,956
|
-8%
|
|
|
56
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.87M
|
+$4.54M
|
+90,576
|
+828%
|
|
|
57
|
Unison Advisors
Washington,
District of Columbia
|
$4.32M
|
+$125K
|
+2,503
|
+3%
|
|
|
58
|
Victory Capital Management
San Antonio,
Texas
|
$4.2M
|
–
|
–
|
–
|
|
|
59
|
Meredith Wealth Planning
Maryville,
Illinois
|
$4.15M
|
-$7.61M
|
-151,838
|
-64%
|
|
|
60
|
Shufro Rose & Co
New York
|
$4.12M
|
+$74.5K
|
+1,486
|
+2%
|
|
|
61
|
FAS Wealth Partners
Leawood,
Kansas
|
$4.06M
|
-$53.1K
|
-1,059
|
-1%
|
|
|
62
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$3.99M
|
+$1.72M
|
+34,388
|
+71%
|
|
|
63
|
1900 Wealth Management
San Antonio,
Texas
|
$3.85M
|
-$6.87K
|
-137
|
-0.2%
|
|
|
64
|
RHS Financial
San Francisco,
California
|
$3.77M
|
+$236K
|
+4,700
|
+6%
|
|
|
65
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.51M
|
+$158K
|
+3,150
|
+5%
|
|
|
66
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.48M
|
+$949K
|
+18,942
|
+35%
|
|
|
67
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.4M
|
+$2.06M
|
+41,010
|
+138%
|
|
|
68
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.24M
|
+$290K
|
+5,780
|
+9%
|
|
|
69
|
|
$3.11M
|
-$6.67K
|
-133
|
-0.2%
|
|
|
70
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.99M
|
-$961K
|
-19,175
|
-24%
|
|
|
71
|
Savvy Advisors Inc
New York
|
$2.93M
|
-$145K
|
-2,884
|
-5%
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.81M
|
+$2.63M
|
+52,560
|
+867%
|
|
|
73
|
Rollins Financial Advisors
New York City,
New York
|
$2.72M
|
+$2.01M
|
+40,155
|
+245%
|
|
|
74
|
Columbia Advisory Partners
Spokane,
Washington
|
$2.7M
|
+$2.82M
|
+56,271
|
New
|
|
|
75
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.65M
|
+$2.31M
|
+46,094
|
+502%
|
|
