|
51
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$6.85M
|
+$1,000K
|
+10,967
|
+17%
|
|
|
52
|
Wayfinding Financial
Lynnwood,
Washington
|
$6.46M
|
-$61.3K
|
-672
|
-0.9%
|
|
|
53
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.37M
|
+$1.4M
|
+15,309
|
+28%
|
|
|
54
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$6.34M
|
+$730K
|
+8,010
|
+13%
|
|
|
55
|
WESPAC Advisors SoCal
Pasadena,
California
|
$6.33M
|
+$232K
|
+2,540
|
+4%
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.19M
|
+$6.14M
|
+67,325
|
New
|
|
|
57
|
TKG Advisors
Valparaiso,
Indiana
|
$6.09M
|
+$230K
|
+2,521
|
+4%
|
|
|
58
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.57M
|
+$3.17M
|
+34,825
|
+135%
|
|
|
59
|
MGO One Seven
Beachwood,
Ohio
|
$5.32M
|
+$2.24M
|
+24,527
|
+74%
|
|
|
60
|
|
$5.1M
|
–
|
–
|
–
|
|
|
61
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$4.82M
|
+$50.9K
|
+558
|
+1%
|
|
|
62
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$4.66M
|
+$4.62M
|
+50,625
|
New
|
|
|
63
|
Equitable Holdings
New York
|
$4.62M
|
-$3.37M
|
-36,981
|
-42%
|
|
|
64
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.55M
|
+$771K
|
+8,458
|
+21%
|
|
|
65
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.5M
|
+$2.11M
|
+23,167
|
+90%
|
|
|
66
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.46M
|
+$305K
|
+3,342
|
+8%
|
|
|
67
|
WESPAC Advisors
Orinda,
California
|
$4.28M
|
-$738K
|
-8,093
|
-15%
|
|
|
68
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.15M
|
+$9.3K
|
+102
|
+0.2%
|
|
|
69
|
G&S Capital
Denver,
Colorado
|
$4.14M
|
+$85.8K
|
+941
|
+2%
|
|
|
70
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.06M
|
+$4.02M
|
+44,113
|
New
|
|
|
71
|
Retirement Guys Formula
Maumee,
Ohio
|
$4.03M
|
+$70.2K
|
+770
|
+2%
|
|
|
72
|
Nikulski Financial
Bettendorf,
Iowa
|
$4.02M
|
+$248K
|
+2,724
|
+7%
|
|
|
73
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$3.98M
|
+$36.4K
|
+399
|
+0.9%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$3.95M
|
+$1.59M
|
+17,483
|
+69%
|
|
|
75
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.76M
|
+$3.34M
|
+36,685
|
+879%
|
|
