|
51
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$24M
|
-$844K
|
-7,046
|
-3%
|
|
|
52
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$23.8M
|
+$4.14M
|
+34,584
|
+21%
|
|
|
53
|
Goldstein Advisors
Madison,
Wisconsin
|
$23.2M
|
+$11.2M
|
+93,342
|
+92%
|
|
|
54
|
Perigon Wealth Management
San Francisco,
California
|
$20.7M
|
+$8.07M
|
+67,346
|
+63%
|
|
|
55
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.7M
|
-$25.3M
|
-211,414
|
-55%
|
|
|
56
|
CreativeOne Wealth
Overland Park,
Kansas
|
$20.3M
|
+$5.97M
|
+49,819
|
+41%
|
|
|
57
|
Oxford Wealth Group
Orlando,
Florida
|
$20.2M
|
+$20.2M
|
+168,947
|
New
|
|
|
58
|
NRI Wealth Management
Santa Clara,
California
|
$19.9M
|
+$332K
|
+2,771
|
+2%
|
|
|
59
|
Axxcess Wealth Management
Carlsbad,
California
|
$19.9M
|
+$1.88M
|
+15,724
|
+10%
|
|
|
60
|
Concurrent Investment Advisors
Tampa,
Florida
|
$19.4M
|
+$2.82M
|
+23,531
|
+17%
|
|
|
61
|
Bull Oak Capital
San Diego,
California
|
$18.8M
|
+$1.18M
|
+9,858
|
+7%
|
|
|
62
|
Brookstone Capital Management
Wheaton,
Illinois
|
$18.7M
|
-$4.65M
|
-38,793
|
-20%
|
|
|
63
|
RFG Advisory
Birmingham,
Alabama
|
$18.6M
|
+$3.58M
|
+29,887
|
+24%
|
|
|
64
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$17.7M
|
+$10.9M
|
+90,790
|
+158%
|
|
|
65
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.5M
|
+$570K
|
+4,759
|
+3%
|
|
|
66
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$17.3M
|
+$874K
|
+7,296
|
+5%
|
|
|
67
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$17.1M
|
+$227K
|
+1,898
|
+1%
|
|
|
68
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$17M
|
+$3.93M
|
+32,798
|
+30%
|
|
|
69
|
Trilogy Capital
Irvine,
California
|
$16.5M
|
-$1.34M
|
-11,143
|
-7%
|
|
|
70
|
Mercer Global Advisors
Denver,
Colorado
|
$16.3M
|
+$13.6M
|
+113,270
|
+489%
|
|
|
71
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.3M
|
+$10.3M
|
+86,042
|
+171%
|
|
|
72
|
Fortis Group Advisors
Westwood,
New Jersey
|
$16.1M
|
-$11.5M
|
-95,855
|
-42%
|
|
|
73
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$16M
|
+$16.1M
|
+134,135
|
New
|
|
|
74
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$15.5M
|
+$6.2M
|
+51,726
|
+66%
|
|
|
75
|
Park Avenue Securities
New York
|
$15.4M
|
-$958K
|
-7,993
|
-6%
|
|
