|
51
|
LPL Financial
San Diego,
California
|
$12.2M
|
-$1.72M
|
-66,418
|
-12%
|
|
|
52
|
FAS Wealth Partners
Leawood,
Kansas
|
$12M
|
-$283K
|
-10,910
|
-2%
|
|
|
53
|
Bangor Savings Bank
Bangor,
Maine
|
$11.7M
|
-$1.08M
|
-41,484
|
-8%
|
|
|
54
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.7M
|
+$5.54M
|
+213,264
|
+85%
|
|
|
55
|
West Wealth Group
Irvine,
California
|
$11.5M
|
+$11.8M
|
+456,160
|
New
|
|
|
56
|
TAP Consulting
Kirkwood,
Missouri
|
$11.4M
|
-$4.19M
|
-161,478
|
-26%
|
|
|
57
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$11.4M
|
+$897K
|
+34,528
|
+8%
|
|
|
58
|
|
$11.3M
|
+$11.6M
|
+446,604
|
New
|
|
|
59
|
Mutual Advisors
Omaha,
Nebraska
|
$10.9M
|
+$3.32M
|
+127,904
|
+42%
|
|
|
60
|
Friedenthal Financial
Marlton,
New Jersey
|
$10.8M
|
+$687K
|
+26,444
|
+7%
|
|
|
61
|
One Wealth Advisors
San Francisco,
California
|
$10.6M
|
+$10.9M
|
+418,668
|
New
|
|
|
62
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$10.6M
|
+$10.8M
|
+417,230
|
New
|
|
|
63
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.93M
|
+$8.5M
|
+327,312
|
+501%
|
|
|
64
|
Mission Creek Capital Partners
San Francisco,
California
|
$9.66M
|
-$174K
|
-6,682
|
-2%
|
|
|
65
|
Procyon Advisors
Shelton,
Connecticut
|
$9.23M
|
+$1.12M
|
+43,186
|
+13%
|
|
|
66
|
ProVise Management Group
Clearwater,
Florida
|
$9.15M
|
-$1.11M
|
-42,708
|
-11%
|
|
|
67
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$9.13M
|
-$331K
|
-12,760
|
-3%
|
|
|
68
|
Austin Private Wealth
Austin,
Texas
|
$8.63M
|
+$8.86M
|
+341,102
|
New
|
|
|
69
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.61M
|
-$428K
|
-16,486
|
-5%
|
|
|
70
|
Clearview Wealth Advisors
Salem,
Oregon
|
$8.58M
|
+$8.81M
|
+339,238
|
New
|
|
|
71
|
Atria Wealth Solutions
New York
|
$8.32M
|
+$8.55M
|
+329,234
|
New
|
|
|
72
|
Cooper/Haims Advisors
Victor,
New York
|
$8.18M
|
-$1.82M
|
-70,068
|
-18%
|
|
|
73
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.12M
|
-$6.26M
|
-241,076
|
-43%
|
|
|
74
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$7.71M
|
-$47.7K
|
-1,838
|
-0.6%
|
|
|
75
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$7.43M
|
+$383K
|
+14,730
|
+5%
|
|
