|
51
|
|
$29.7M
|
+$4.17M
|
+23,601
|
+17%
|
|
|
52
|
IEQ Capital
Foster City,
California
|
$29.5M
|
-$7.1M
|
-40,241
|
-20%
|
|
|
53
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$29.4M
|
–
|
–
|
–
|
|
|
54
|
Cetera Advisors
Denver,
Colorado
|
$29.3M
|
+$11.8M
|
+66,622
|
+71%
|
|
|
55
|
Tobias Financial Advisors
Plantation,
Florida
|
$28.5M
|
-$14.6K
|
-83
|
-0.1%
|
|
|
56
|
Marmo Financial Group
Johnson City,
Tennessee
|
$28.4M
|
+$10.1M
|
+57,021
|
+58%
|
|
|
57
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$28M
|
+$27M
|
+153,000
|
New
|
|
|
58
|
Verde Capital Management
Clarkston,
Michigan
|
$26.7M
|
-$1.38M
|
-7,791
|
-5%
|
|
|
59
|
EdgeRock Capital
Denver,
Colorado
|
$26.4M
|
+$492K
|
+2,786
|
+2%
|
|
|
60
|
Denver Wealth Management
Denver,
Colorado
|
$25.7M
|
+$2.13M
|
+12,073
|
+9%
|
|
|
61
|
Western Wealth Management
Golden,
Colorado
|
$25.4M
|
+$939K
|
+5,321
|
+4%
|
|
|
62
|
Fusion Family Wealth
Woodbury,
New York
|
$25.3M
|
+$13.1M
|
+74,239
|
+116%
|
|
|
63
|
Truist Financial
Charlotte,
North Carolina
|
$24.8M
|
+$1.48M
|
+8,403
|
+7%
|
|
|
64
|
Equitable Holdings
New York
|
$24.1M
|
+$6.26M
|
+35,489
|
+37%
|
|
|
65
|
SMI Advisory Services
Columbus,
Indiana
|
$23.7M
|
+$23M
|
+130,309
|
New
|
|
|
66
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$23.4M
|
+$1.94M
|
+10,978
|
+9%
|
|
|
67
|
SVB Wealth
Boston,
Massachusetts
|
$23.3M
|
+$16.8M
|
+95,176
|
+294%
|
|
|
68
|
B&D White Capital Company
Lakeway,
Texas
|
$22.9M
|
-$670K
|
-3,796
|
-3%
|
|
|
69
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$22.6M
|
-$98.3K
|
-557
|
-0.4%
|
|
|
70
|
Horizon Wealth Management
La Grange,
Illinois
|
$22.3M
|
+$1.6M
|
+9,058
|
+8%
|
|
|
71
|
Lodestar Private Asset Management
Alamo,
California
|
$21.9M
|
+$41.1K
|
+233
|
+0.2%
|
|
|
72
|
Dechtman Wealth Management
Centennial,
Colorado
|
$20.8M
|
+$5.17M
|
+29,319
|
+35%
|
|
|
73
|
Parkside Advisors
Berkeley,
California
|
$20.6M
|
-$217K
|
-1,231
|
-1%
|
|
|
74
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$20.5M
|
+$1.89M
|
+10,721
|
+11%
|
|
|
75
|
D'Orazio & Associates
Falls Church,
Virginia
|
$20.5M
|
+$1.86M
|
+10,534
|
+10%
|
|
