|
51
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$4.41M
|
+$4.24M
|
+83,895
|
New
|
|
|
52
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$4.01M
|
+$169K
|
+3,353
|
+5%
|
|
|
53
|
Gimbal Financial
Carmel,
Indiana
|
$3.69M
|
+$263K
|
+5,213
|
+8%
|
|
|
54
|
Aft Forsyth & Sober
Valrico,
Florida
|
$3.52M
|
-$37.9K
|
-750
|
-1%
|
|
|
55
|
Holland Advisory Services
Ormond Beach,
Florida
|
$3.21M
|
+$969K
|
+19,170
|
+46%
|
|
|
56
|
|
$3.13M
|
-$58.3K
|
-1,153
|
-2%
|
|
|
57
|
Vienna Asset Management
Saratoga,
California
|
$3.04M
|
+$1.33M
|
+26,293
|
+83%
|
|
|
58
|
Global Retirement Partners
San Rafael,
California
|
$2.97M
|
+$42.5K
|
+840
|
+2%
|
|
|
59
|
Soltis Investment Advisors
St. George,
Utah
|
$2.92M
|
+$213K
|
+4,216
|
+8%
|
|
|
60
|
WealthShield Partners
Cary,
North Carolina
|
$2.58M
|
+$562K
|
+11,119
|
+29%
|
|
|
61
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.51M
|
+$2.42M
|
+47,844
|
New
|
|
|
62
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.44M
|
+$9.96K
|
+197
|
+0.4%
|
|
|
63
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.4M
|
+$445K
|
+8,809
|
+24%
|
|
|
64
|
Optivise Advisory Services
Franklin,
Tennessee
|
$2.31M
|
-$170K
|
-3,368
|
-7%
|
|
|
65
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$2.28M
|
+$2.19M
|
+43,308
|
New
|
|
|
66
|
Oder Investment Management
Woodland Hills,
California
|
$2.11M
|
–
|
–
|
–
|
|
|
67
|
Beam Wealth Advisors
Covington,
Louisiana
|
$2.09M
|
+$77.9K
|
+1,542
|
+4%
|
|
|
68
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2M
|
-$117K
|
-2,310
|
-6%
|
|
|
69
|
Lunt Capital Management
Holladay,
Utah
|
$1.95M
|
+$122K
|
+2,413
|
+7%
|
|
|
70
|
Western Wealth Management
Golden,
Colorado
|
$1.94M
|
+$1.05M
|
+20,723
|
+128%
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$1.91M
|
+$104K
|
+2,049
|
+6%
|
|
|
72
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.9M
|
-$216K
|
-4,268
|
-11%
|
|
|
73
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.87M
|
+$38.9K
|
+769
|
+2%
|
|
|
74
|
ADE LLC
Baltimore,
Maryland
|
$1.84M
|
–
|
–
|
–
|
|
|
75
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.83M
|
+$844K
|
+16,691
|
+92%
|
|
