|
51
|
Geneos Wealth Management
Englewood,
Colorado
|
$25.5M
|
+$1.63M
|
+22,592
|
+7%
|
|
|
52
|
Waverly Advisors
Birmingham,
Alabama
|
$25.3M
|
-$733K
|
-10,188
|
-3%
|
|
|
53
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$24.9M
|
-$913K
|
-12,690
|
-4%
|
|
|
54
|
Equitable Holdings
New York
|
$24.1M
|
+$343K
|
+4,771
|
+1%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$23.6M
|
+$13.7M
|
+189,852
|
+135%
|
|
|
56
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$22.8M
|
+$22.4M
|
+311,581
|
+4,158%
|
|
|
57
|
Astor Investment Management
Chicago,
Illinois
|
$22.7M
|
+$5.02M
|
+69,717
|
+28%
|
|
|
58
|
RVW Wealth
Los Angeles,
California
|
$22.6M
|
+$541K
|
+7,521
|
+2%
|
|
|
59
|
SigFig Wealth Management
San Francisco,
California
|
$22.5M
|
-$2.68M
|
-37,236
|
-9%
|
|
|
60
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$22M
|
-$1.13M
|
-15,730
|
-5%
|
|
|
61
|
Fox Financial
Wyomissing,
Pennsylvania
|
$21.9M
|
-$894K
|
-12,417
|
-4%
|
|
|
62
|
VisionPoint Advisory Group
Dallas,
Texas
|
$21.5M
|
-$3.07M
|
-42,595
|
-12%
|
|
|
63
|
Callan Capital
La Jolla,
California
|
$20.8M
|
-$538K
|
-7,471
|
-3%
|
|
|
64
|
Dorval Corp
Maple Grove,
Minnesota
|
$20.7M
|
+$437K
|
+6,074
|
+2%
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.2M
|
+$3.94M
|
+54,802
|
+24%
|
|
|
66
|
Abound Financial
Granite Bay,
California
|
$19.8M
|
+$19.9M
|
+277,191
|
New
|
|
|
67
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$19.7M
|
-$572K
|
-7,952
|
-3%
|
|
|
68
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$19.6M
|
+$67.5K
|
+938
|
+0.3%
|
|
|
69
|
Mariner
Overland Park,
Kansas
|
$19.4M
|
+$214K
|
+2,975
|
+1%
|
|
|
70
|
Parallel Advisors
San Francisco,
California
|
$19.2M
|
+$898K
|
+12,474
|
+5%
|
|
|
71
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$18.7M
|
-$231K
|
-3,210
|
-1%
|
|
|
72
|
Capasso Planning Partners
Charleston,
South Carolina
|
$18.5M
|
-$2.77M
|
-38,465
|
-13%
|
|
|
73
|
Rialto Wealth Management
Syracuse,
New York
|
$18.2M
|
+$18.4M
|
+255,133
|
New
|
|
|
74
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$17.1M
|
-$5.81M
|
-80,728
|
-25%
|
|
|
75
|
Bridgewealth Advisory Group
Fresno,
California
|
$16.8M
|
+$2.37M
|
+32,943
|
+17%
|
|
