|
51
|
AJ Wealth Strategies
New York
|
$17.8M
|
+$68.1K
|
+1,380
|
+0.4%
|
|
|
52
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$17.8M
|
-$1.18M
|
-23,799
|
-6%
|
|
|
53
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$17.2M
|
-$40K
|
-811
|
-0.2%
|
|
|
54
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$17M
|
-$928K
|
-18,804
|
-5%
|
|
|
55
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$16.4M
|
-$2.11M
|
-42,771
|
-12%
|
|
|
56
|
United Capital Financial Advisors
Irving,
Texas
|
$15.5M
|
-$727K
|
-14,715
|
-5%
|
|
|
57
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14.6M
|
+$834K
|
+16,885
|
+6%
|
|
|
58
|
Pure Financial Advisors
San Diego,
California
|
$14.3M
|
-$285K
|
-5,773
|
-2%
|
|
|
59
|
Great Lakes Advisors
Chicago,
Illinois
|
$14.1M
|
-$791K
|
-16,016
|
-5%
|
|
|
60
|
BIP Wealth
Atlanta,
Georgia
|
$14.1M
|
+$13.8M
|
+279,779
|
New
|
|
|
61
|
Equitable Holdings
New York
|
$12.8M
|
-$4.01M
|
-81,154
|
-24%
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.7M
|
+$2.33M
|
+47,241
|
+23%
|
|
|
63
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$12.2M
|
+$6.03M
|
+122,149
|
+102%
|
|
|
64
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$11.6M
|
+$11.4K
|
+230
|
New
|
|
|
65
|
Capasso Planning Partners
Charleston,
South Carolina
|
$11.6M
|
+$320K
|
+6,475
|
+3%
|
|
|
66
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$10.4M
|
+$117K
|
+2,363
|
+1%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$10.3M
|
-$9.53K
|
-193
|
-0.1%
|
|
|
68
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$9.86M
|
-$83.6K
|
-1,694
|
-0.9%
|
|
|
69
|
Perennial Investment Advisors
Los Angeles,
California
|
$9.56M
|
+$9.36M
|
+189,559
|
New
|
|
|
70
|
Evensky & Katz
Coral Gables,
Florida
|
$9.46M
|
-$440K
|
-8,909
|
-5%
|
|
|
71
|
AIFG Consultants
Halfmoon,
New York
|
$9.39M
|
+$93.3K
|
+1,889
|
+1%
|
|
|
72
|
Larson Financial Group
St Louis,
Missouri
|
$9.02M
|
+$45.8K
|
+927
|
+0.5%
|
|
|
73
|
Arete Wealth Advisors
Chicago,
Illinois
|
$8.85M
|
-$3.12M
|
-63,147
|
-26%
|
|
|
74
|
Beacon Financial Group
Dallas,
Texas
|
$8.72M
|
-$38.4K
|
-778
|
-0.4%
|
|
|
75
|
Treynor Bancshares
Treynor,
Iowa
|
$8.56M
|
+$159K
|
+3,213
|
+2%
|
|
