|
51
|
Truist Financial
Charlotte,
North Carolina
|
$17.6M
|
-$9.1M
|
-219,926
|
-35%
|
|
|
52
|
West Wealth Group
Irvine,
California
|
$16.1M
|
-$4M
|
-96,740
|
-21%
|
|
|
53
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$16.1M
|
-$5.99M
|
-144,781
|
-28%
|
|
|
54
|
&Partners
Nashville,
Tennessee
|
$15.6M
|
+$3.2M
|
+77,310
|
+27%
|
|
|
55
|
MGO One Seven
Beachwood,
Ohio
|
$15M
|
-$5.54M
|
-133,918
|
-28%
|
|
|
56
|
Scarborough Advisors
Annapolis,
Maryland
|
$14M
|
-$6.75M
|
-163,117
|
-33%
|
|
|
57
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$13.6M
|
+$616K
|
+14,897
|
+5%
|
|
|
58
|
Frisch Financial Group
Melville,
New York
|
$12.4M
|
-$90.7K
|
-2,192
|
-0.8%
|
|
|
59
|
Perigon Wealth Management
San Francisco,
California
|
$12.4M
|
-$4.69M
|
-113,462
|
-28%
|
|
|
60
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.2M
|
-$4.27M
|
-103,134
|
-27%
|
|
|
61
|
Farther Finance Advisors
San Francisco,
California
|
$12.2M
|
-$3.46M
|
-83,671
|
-23%
|
|
|
62
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$12.1M
|
-$5.57M
|
-134,692
|
-32%
|
|
|
63
|
Security Financial Services
Fort Wayne,
Indiana
|
$11.5M
|
-$3.71M
|
-89,592
|
-25%
|
|
|
64
|
Equitable Holdings
New York
|
$11.4M
|
-$2.77M
|
-66,946
|
-20%
|
|
|
65
|
Kilter Group
Rhinebeck,
New York
|
$11.3M
|
+$1.12M
|
+27,175
|
+12%
|
|
|
66
|
Wealth Alliance
Mellville,
New York
|
$11.3M
|
-$3.21M
|
-77,596
|
-23%
|
|
|
67
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$11.2M
|
-$5.5M
|
-132,886
|
-34%
|
|
|
68
|
Embree Financial Group
Chicago,
Illinois
|
$10.6M
|
-$3.99M
|
-96,488
|
-28%
|
|
|
69
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$10.6M
|
-$5.1M
|
-123,259
|
-33%
|
|
|
70
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$10.2M
|
-$6.23M
|
-150,708
|
-39%
|
|
|
71
|
One Wealth Advisors
San Francisco,
California
|
$10.1M
|
-$4.25M
|
-102,812
|
-30%
|
|
|
72
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$10.1M
|
–
|
–
|
–
|
|
|
73
|
KWB Wealth
Redlands,
California
|
$9.82M
|
-$5.98M
|
-144,705
|
-39%
|
|
|
74
|
Kelly Financial Services
Braintree,
Massachusetts
|
$9.82M
|
-$2.97M
|
-71,927
|
-24%
|
|
|
75
|
SteelPeak Wealth
Woodland Hills,
California
|
$9.66M
|
-$5.77M
|
-139,479
|
-38%
|
|
