|
51
|
Forum Private Client Group
Fishers,
Indiana
|
$8.4M
|
+$1.28M
|
+9,883
|
+20%
|
|
|
52
|
Equitable Holdings
New York
|
$8.26M
|
-$323K
|
-2,485
|
-4%
|
|
|
53
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$8.03M
|
+$5.93M
|
+45,656
|
+376%
|
|
|
54
|
WJ Wealth Management
Glendale,
Arizona
|
$7.81M
|
+$7.3M
|
+56,225
|
New
|
|
|
55
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$7.78M
|
+$325K
|
+2,505
|
+5%
|
|
|
56
|
Investors Research Corp
Atlanta,
Georgia
|
$7.21M
|
+$322K
|
+2,477
|
+5%
|
|
|
57
|
Brookstone Capital Management
Wheaton,
Illinois
|
$7.04M
|
+$132K
|
+1,019
|
+2%
|
|
|
58
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.68M
|
-$691K
|
-5,322
|
-10%
|
|
|
59
|
ProVise Management Group
Clearwater,
Florida
|
$6.66M
|
+$1.76M
|
+13,594
|
+40%
|
|
|
60
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$6.43M
|
+$6.01M
|
+46,306
|
New
|
|
|
61
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$6.22M
|
+$5.82M
|
+44,790
|
New
|
|
|
62
|
9258 Wealth Management
Blue Ash,
Ohio
|
$6.07M
|
+$311K
|
+2,392
|
+6%
|
|
|
63
|
SigFig Wealth Management
San Francisco,
California
|
$5.91M
|
+$5.52M
|
+42,554
|
New
|
|
|
64
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$5.71M
|
+$683K
|
+5,260
|
+15%
|
|
|
65
|
Global Retirement Partners
San Rafael,
California
|
$5.71M
|
+$451K
|
+3,475
|
+9%
|
|
|
66
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.66M
|
+$3.87M
|
+29,782
|
+272%
|
|
|
67
|
Cetera Advisors
Denver,
Colorado
|
$5.62M
|
+$386K
|
+2,971
|
+8%
|
|
|
68
|
Atria Wealth Solutions
New York
|
$5.59M
|
+$3.52M
|
+27,149
|
+207%
|
|
|
69
|
Journey Strategic Wealth
Summit,
New Jersey
|
$5.35M
|
-$390K
|
-3,006
|
-7%
|
|
|
70
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$5.21M
|
-$202K
|
-1,557
|
-4%
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$5.12M
|
-$1.5M
|
-11,524
|
-24%
|
|
|
72
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$4.87M
|
-$519
|
-4
|
-0%
|
|
|
73
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.83M
|
-$1.33M
|
-10,223
|
-23%
|
|
|
74
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.79M
|
-$492K
|
-3,786
|
-10%
|
|
|
75
|
One Capital Management
Westlake Village,
California
|
$4.68M
|
–
|
–
|
–
|
|
