|
51
|
Quotient Wealth Partners
Dallas,
Texas
|
$7.87M
|
+$7.86M
|
+155,107
|
New
|
|
|
52
|
BCGM Wealth Management
Lafayette,
Indiana
|
$7.71M
|
-$215K
|
-4,235
|
-3%
|
|
|
53
|
Opal Wealth Advisors
Jericho,
New York
|
$7.63M
|
+$283K
|
+5,580
|
+4%
|
|
|
54
|
Franklin Resources
San Mateo,
California
|
$7.6M
|
–
|
–
|
–
|
|
|
55
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.38M
|
-$656K
|
-12,953
|
-8%
|
|
|
56
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.15M
|
-$374K
|
-7,387
|
-5%
|
|
|
57
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.15M
|
-$374K
|
-7,387
|
-5%
|
|
|
58
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.89M
|
-$418K
|
-8,258
|
-6%
|
|
|
59
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$6.7M
|
-$432K
|
-8,533
|
-6%
|
|
|
60
|
PDS Planning
Dublin,
Ohio
|
$6.69M
|
-$573K
|
-11,320
|
-8%
|
|
|
61
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$6.54M
|
+$193K
|
+3,811
|
+3%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$6.27M
|
-$697K
|
-13,760
|
-10%
|
|
|
63
|
Mercer Global Advisors
Denver,
Colorado
|
$6.21M
|
-$196K
|
-3,871
|
-3%
|
|
|
64
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6M
|
-$29K
|
-572
|
-0.5%
|
|
|
65
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$5.7M
|
-$19.8K
|
-390
|
-0.3%
|
|
|
66
|
HB Wealth Management
Atlanta,
Georgia
|
$5.7M
|
-$952K
|
-18,798
|
-14%
|
|
|
67
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$5.64M
|
-$4.82M
|
-95,185
|
-46%
|
|
|
68
|
IMZ Advisory
Boca Raton,
Florida
|
$5.53M
|
-$138K
|
-2,723
|
-2%
|
|
|
69
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$5.43M
|
+$4.96M
|
+97,998
|
+1,097%
|
|
|
70
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.08M
|
+$1.03M
|
+20,274
|
+25%
|
|
|
71
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$5.03M
|
-$477K
|
-9,415
|
-9%
|
|
|
72
|
Insight Advisors
Newtown,
Pennsylvania
|
$5M
|
+$3.15M
|
+62,216
|
+171%
|
|
|
73
|
Davidson Investment Advisors
Great Falls,
Montana
|
$5M
|
+$478K
|
+9,445
|
+11%
|
|
|
74
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.94M
|
+$1.89M
|
+37,329
|
+62%
|
|
|
75
|
Perigon Wealth Management
San Francisco,
California
|
$4.8M
|
+$142K
|
+2,813
|
+3%
|
|
