|
51
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.83M
|
+$1.49M
|
+14,141
|
+64%
|
|
|
52
|
Allen Investment Management
New York
|
$3.75M
|
–
|
–
|
–
|
|
|
53
|
Bouchey Financial Group
Troy,
New York
|
$3.71M
|
+$77.6K
|
+735
|
+2%
|
|
|
54
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.65M
|
-$106K
|
-1,007
|
-3%
|
|
|
55
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.58M
|
+$159K
|
+1,504
|
+5%
|
|
|
56
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.55M
|
+$109K
|
+1,031
|
+3%
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$3.54M
|
+$88.4K
|
+837
|
+3%
|
|
|
58
|
Horiko Capital Management
New York
|
$3.49M
|
+$317K
|
+3,000
|
+10%
|
|
|
59
|
United Capital Financial Advisors
Irving,
Texas
|
$3.46M
|
+$862K
|
+8,159
|
+33%
|
|
|
60
|
Private Advisor Group
Morristown,
New Jersey
|
$3.15M
|
+$1.69M
|
+15,986
|
+116%
|
|
|
61
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3M
|
-$23.7M
|
-224,002
|
-89%
|
|
|
62
|
Lucia Wealth Services
San Diego,
California
|
$2.89M
|
+$333K
|
+3,157
|
+13%
|
|
|
63
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.86M
|
+$2.85M
|
+27,007
|
New
|
|
|
64
|
Slow Capital
Greenbrae,
California
|
$2.76M
|
+$81.5K
|
+772
|
+3%
|
|
|
65
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.67M
|
+$2.3M
|
+21,766
|
+636%
|
|
|
66
|
Autus Asset Management
Scottsdale,
Arizona
|
$2.62M
|
+$271K
|
+2,570
|
+12%
|
|
|
67
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.6M
|
+$1.37M
|
+12,985
|
+112%
|
|
|
68
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$2.6M
|
+$119K
|
+1,125
|
+5%
|
|
|
69
|
PDS Planning
Dublin,
Ohio
|
$2.58M
|
+$175K
|
+1,654
|
+7%
|
|
|
70
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$2.57M
|
-$93.9K
|
-889
|
-4%
|
|
|
71
|
Lake Point Wealth Management
Rockwall,
Texas
|
$2.56M
|
+$1.53M
|
+14,451
|
+150%
|
|
|
72
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.53M
|
+$258K
|
+2,447
|
+11%
|
|
|
73
|
|
$2.52M
|
-$869K
|
-8,227
|
-26%
|
|
|
74
|
Prudential Financial
Newark,
New Jersey
|
$2.46M
|
+$607K
|
+5,751
|
+33%
|
|
|
75
|
|
$2.45M
|
+$2.36M
|
+22,316
|
+2,800%
|
|
