|
51
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$11.4M
|
-$3.01M
|
-124,320
|
-21%
|
|
|
52
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$11M
|
-$3.19M
|
-131,936
|
-22%
|
|
|
53
|
One Wealth Advisors
San Francisco,
California
|
$10.8M
|
+$832K
|
+34,358
|
+8%
|
|
|
54
|
BFSG LLC
Irvine,
California
|
$10.8M
|
-$1.02M
|
-42,324
|
-9%
|
|
|
55
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$10.7M
|
+$2.07M
|
+85,498
|
+24%
|
|
|
56
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.5M
|
-$576K
|
-23,782
|
-5%
|
|
|
57
|
LPL Financial
San Diego,
California
|
$9.84M
|
-$1.77M
|
-73,132
|
-15%
|
|
|
58
|
Mutual Advisors
Omaha,
Nebraska
|
$9.72M
|
-$581K
|
-23,998
|
-6%
|
|
|
59
|
Mission Creek Capital Partners
San Francisco,
California
|
$9.03M
|
-$119K
|
-4,930
|
-1%
|
|
|
60
|
KilterHowling LLC
Boulder,
Colorado
|
$8.89M
|
-$18.7M
|
-774,476
|
-68%
|
|
|
61
|
Procyon Advisors
Shelton,
Connecticut
|
$8.88M
|
+$144K
|
+5,952
|
+2%
|
|
|
62
|
West Wealth Group
Irvine,
California
|
$8.75M
|
-$2.19M
|
-90,678
|
-20%
|
|
|
63
|
OTA Financial Group
Purchase,
New York
|
$8.71M
|
+$8.81M
|
+363,860
|
New
|
|
|
64
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$8.41M
|
-$5.85M
|
-241,802
|
-41%
|
|
|
65
|
Client 1st Advisory Group
Dunedin,
Florida
|
$8.36M
|
+$4.39M
|
+181,290
|
+108%
|
|
|
66
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$8.18M
|
+$2.81M
|
+116,086
|
+51%
|
|
|
67
|
FAS Wealth Partners
Leawood,
Kansas
|
$8.12M
|
-$3.32M
|
-137,120
|
-29%
|
|
|
68
|
Atria Wealth Solutions
New York
|
$7.7M
|
-$183K
|
-7,566
|
-2%
|
|
|
69
|
ProVise Management Group
Clearwater,
Florida
|
$7.37M
|
-$1.31M
|
-54,092
|
-15%
|
|
|
70
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$7.19M
|
+$151K
|
+6,242
|
+2%
|
|
|
71
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.86M
|
-$1.35M
|
-55,574
|
-16%
|
|
|
72
|
Clearview Wealth Advisors
Salem,
Oregon
|
$6.52M
|
-$1.62M
|
-66,954
|
-20%
|
|
|
73
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$6.35M
|
+$1.29M
|
+53,430
|
+25%
|
|
|
74
|
Friedenthal Financial
Marlton,
New Jersey
|
$6.34M
|
-$3.91M
|
-161,362
|
-38%
|
|
|
75
|
LVW Advisors
Pittsford,
New York
|
$6.29M
|
-$466K
|
-19,238
|
-7%
|
|
