|
51
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$15.5M
|
-$300K
|
-5,471
|
-2%
|
|
|
52
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$14.9M
|
+$1.24M
|
+22,531
|
+9%
|
|
|
53
|
Sentinel Trust
Houston,
Texas
|
$14.6M
|
–
|
–
|
–
|
|
|
54
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$14.2M
|
-$3.3M
|
-60,259
|
-19%
|
|
|
55
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14.2M
|
-$131K
|
-2,395
|
-0.9%
|
|
|
56
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.3M
|
+$2M
|
+36,436
|
+18%
|
|
|
57
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$13.3M
|
+$2.13M
|
+38,892
|
+19%
|
|
|
58
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$12.7M
|
+$936K
|
+17,077
|
+8%
|
|
|
59
|
Capasso Planning Partners
Charleston,
South Carolina
|
$12.7M
|
+$166K
|
+3,035
|
+1%
|
|
|
60
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$12.2M
|
+$2.73M
|
+49,710
|
+25%
|
|
|
61
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$12.1M
|
-$28.5M
|
-518,960
|
-70%
|
|
|
62
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$12M
|
+$512K
|
+9,335
|
+5%
|
|
|
63
|
Belpointe Asset Management
Reno,
Nevada
|
$11.9M
|
+$5.33M
|
+97,167
|
+84%
|
|
|
64
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$11.8M
|
+$5.47M
|
+99,835
|
+89%
|
|
|
65
|
Parallel Advisors
San Francisco,
California
|
$11.4M
|
-$349K
|
-6,373
|
-3%
|
|
|
66
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$9.13M
|
+166,601
|
+486%
|
|
|
67
|
Evensky & Katz
Coral Gables,
Florida
|
$11M
|
-$91.1K
|
-1,662
|
-0.8%
|
|
|
68
|
Peterson Wealth Advisors
Orem,
Utah
|
$10.6M
|
-$400K
|
-7,294
|
-4%
|
|
|
69
|
Larson Financial Group
St Louis,
Missouri
|
$10.4M
|
+$32.1K
|
+586
|
+0.3%
|
|
|
70
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$10.3M
|
-$2.79M
|
-50,902
|
-22%
|
|
|
71
|
Facet Wealth Inc
Baltimore,
Maryland
|
$9.92M
|
-$792K
|
-14,452
|
-7%
|
|
|
72
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.65M
|
-$3.59M
|
-65,563
|
-25%
|
|
|
73
|
PAX Financial Group
San Antonio,
Texas
|
$9.62M
|
+$329K
|
+6,006
|
+4%
|
|
|
74
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$9.58M
|
+$799K
|
+14,571
|
+9%
|
|
|
75
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.44M
|
+$2.37M
|
+43,190
|
+34%
|
|
