|
51
|
Summit Financial
Parsippany,
New Jersey
|
$14.5M
|
+$6.32M
|
+257,964
|
+79%
|
|
|
52
|
One Degree Advisors
San Diego,
California
|
$13.7M
|
+$6.34M
|
+258,881
|
+89%
|
|
|
53
|
SWS Partners
Columbus,
Ohio
|
$13.1M
|
+$1.4M
|
+57,011
|
+12%
|
|
|
54
|
Tidal Investments
Milwaukee,
Wisconsin
|
$12.7M
|
+$12.5M
|
+512,393
|
New
|
|
|
55
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$12.6M
|
-$116K
|
-4,731
|
-0.9%
|
|
|
56
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$12.4M
|
+$868K
|
+35,435
|
+8%
|
|
|
57
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$11.6M
|
+$6.16M
|
+251,712
|
+117%
|
|
|
58
|
Franklin Resources
San Mateo,
California
|
$11.2M
|
+$250K
|
+10,207
|
+2%
|
|
|
59
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$11.2M
|
+$11M
|
+450,566
|
New
|
|
|
60
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$10.5M
|
+$1.51M
|
+61,706
|
+17%
|
|
|
61
|
Fiduciary Alliance
Greenville,
South Carolina
|
$10.4M
|
+$660K
|
+26,961
|
+7%
|
|
|
62
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$10.2M
|
+$370K
|
+15,126
|
+4%
|
|
|
63
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$9.88M
|
+$791K
|
+32,299
|
+9%
|
|
|
64
|
Empowered Funds
Havertown,
Pennsylvania
|
$9.6M
|
-$8.16M
|
-333,280
|
-46%
|
|
|
65
|
Act Two Investors
Santa Cruz,
California
|
$9.05M
|
+$116K
|
+4,739
|
+1%
|
|
|
66
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.96M
|
+$8.83M
|
+360,558
|
New
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.96M
|
+$106K
|
+4,311
|
+1%
|
|
|
68
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.83M
|
-$120K
|
-4,921
|
-1%
|
|
|
69
|
Darrow Company
Needham,
Massachusetts
|
$8.49M
|
+$229K
|
+9,333
|
+3%
|
|
|
70
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$8.49M
|
-$3.47M
|
-141,777
|
-29%
|
|
|
71
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$8.33M
|
-$77.7K
|
-3,174
|
-0.9%
|
|
|
72
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$8.11M
|
-$363K
|
-14,838
|
-4%
|
|
|
73
|
Oakwell Private Wealth Management
Austin,
Texas
|
$7.92M
|
+$548K
|
+22,370
|
+8%
|
|
|
74
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.9M
|
+$2.25M
|
+91,721
|
+40%
|
|
|
75
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.89M
|
+$219K
|
+8,934
|
+3%
|
|
