|
26
|
Wayfinding Financial
Lynnwood,
Washington
|
$1.29M
|
+$72.3K
|
+1,184
|
+6%
|
|
|
27
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.22M
|
+$451K
|
+7,388
|
+56%
|
|
|
28
|
Ascent Group
Virginia Beach,
Virginia
|
$1.21M
|
-$7.39K
|
-121
|
-0.6%
|
|
|
29
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.17M
|
+$81.4K
|
+1,333
|
+7%
|
|
|
30
|
Lockerman Financial Group
Newport Beach,
California
|
$1.14M
|
+$195K
|
+3,195
|
+20%
|
|
|
31
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.13M
|
+$1.17M
|
+19,127
|
New
|
|
|
32
|
TFB Advisors
Overland Park,
Kansas
|
$1.09M
|
-$57.2K
|
-937
|
-5%
|
|
|
33
|
Advisor Resource Council
Dallas,
Texas
|
$1.05M
|
+$1.09M
|
+17,795
|
New
|
|
|
34
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$983K
|
-$30.7K
|
-503
|
-3%
|
|
|
35
|
Fort Point Capital Partners
San Francisco,
California
|
$766K
|
+$79.4K
|
+1,300
|
+11%
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$696K
|
+$11.6K
|
+190
|
+2%
|
|
|
37
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$692K
|
+$216K
|
+3,539
|
+43%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$666K
|
+$294K
|
+4,818
|
+74%
|
|
|
39
|
GeoWealth Management
Chicago,
Illinois
|
$539K
|
-$24.7K
|
-404
|
-4%
|
|
|
40
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$516K
|
+$33.7K
|
+552
|
+7%
|
|
|
41
|
Richardson Financial Services
Medway,
Massachusetts
|
$470K
|
+$87.2K
|
+1,429
|
+22%
|
|
|
42
|
Farther Finance Advisors
San Francisco,
California
|
$452K
|
+$67.7K
|
+1,109
|
+17%
|
|
|
43
|
Advisornet Financial
Minnetonka,
Minnesota
|
$423K
|
+$16.6K
|
+272
|
+4%
|
|
|
44
|
Principle Wealth Partners
Madison,
Connecticut
|
$421K
|
-$12.4K
|
-203
|
-3%
|
|
|
45
|
NWAM LLC
Mercer Island,
Washington
|
$418K
|
-$40.7K
|
-667
|
-9%
|
|
|
46
|
Private Trust Company
Cleveland,
Ohio
|
$361K
|
+$5.8K
|
+95
|
+2%
|
|
|
47
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$325K
|
+$9.64K
|
+158
|
+3%
|
|
|
48
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$284K
|
+$294K
|
+4,820
|
New
|
|
|
49
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$277K
|
-$2.26M
|
-37,081
|
-89%
|
|
|
50
|
Advisory Services Network
Atlanta,
Georgia
|
$261K
|
+$53.5K
|
+876
|
+25%
|
|
