|
76
|
Curi Wealth Management
Raleigh,
North Carolina
|
$10.2M
|
-$1.58M
|
-72,062
|
-13%
|
|
|
77
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$10.1M
|
+$656K
|
+29,908
|
+7%
|
|
|
78
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$9.87M
|
+$226K
|
+10,300
|
+2%
|
|
|
79
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.81M
|
+$490K
|
+22,314
|
+5%
|
|
|
80
|
AE Wealth Management
Topeka,
Kansas
|
$9.69M
|
+$1.45M
|
+66,232
|
+16%
|
|
|
81
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.64M
|
+$1.08M
|
+49,344
|
+12%
|
|
|
82
|
Tradition Wealth Management
Edina,
Minnesota
|
$9.47M
|
+$34.4K
|
+1,568
|
+0.3%
|
|
|
83
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.44M
|
-$96.9K
|
-4,418
|
-1%
|
|
|
84
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.39M
|
+$3.94M
|
+179,602
|
+66%
|
|
|
85
|
Meridian Wealth Management
Lexington,
Kentucky
|
$9.39M
|
+$5.28M
|
+240,784
|
+113%
|
|
|
86
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.26M
|
-$44.5K
|
-2,026
|
-0.5%
|
|
|
87
|
North Star Asset Management
Neenah,
Wisconsin
|
$9.23M
|
-$70.3K
|
-3,204
|
-0.7%
|
|
|
88
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.14M
|
-$427K
|
-19,472
|
-4%
|
|
|
89
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$9.05M
|
+$179K
|
+8,174
|
+2%
|
|
|
90
|
Empirical Wealth Management
Seattle,
Washington
|
$8.83M
|
+$29.7K
|
+1,354
|
+0.3%
|
|
|
91
|
St. Johns Investment Management
Jacksonville,
Florida
|
$8.71M
|
-$163K
|
-7,446
|
-2%
|
|
|
92
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$8.69M
|
+$148K
|
+6,734
|
+2%
|
|
|
93
|
Ausdal Financial Partners
Davenport,
Iowa
|
$8.63M
|
+$4.53M
|
+206,284
|
+98%
|
|
|
94
|
Berger Financial Group
Plymouth,
Minnesota
|
$8.31M
|
+$623K
|
+28,374
|
+8%
|
|
|
95
|
HoyleCohen
San Diego,
California
|
$8.23M
|
-$1.59M
|
-72,504
|
-15%
|
|
|
96
|
IMA Advisory Services
Denver,
Colorado
|
$8.19M
|
+$707K
|
+32,238
|
+9%
|
|
|
97
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$8.15M
|
+$317K
|
+14,430
|
+4%
|
|
|
98
|
Truist Financial
Charlotte,
North Carolina
|
$8.11M
|
-$334K
|
-15,212
|
-4%
|
|
|
99
|
Matrix Trust Company
Denver,
Colorado
|
$7.94M
|
+$284K
|
+12,952
|
+3%
|
|
|
100
|
Appleton Partners
Boston,
Massachusetts
|
$7.88M
|
+$34.5K
|
+1,570
|
+0.4%
|
|
