|
51
|
EQ LLC
Bellevue,
Washington
|
$14.9M
|
+$1.98M
|
+51,786
|
+15%
|
|
|
52
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$14.9M
|
+$125K
|
+3,265
|
+0.9%
|
|
|
53
|
KWB Wealth
Redlands,
California
|
$14.6M
|
+$1.72M
|
+44,850
|
+13%
|
|
|
54
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.5M
|
+$1.61M
|
+42,023
|
+13%
|
|
|
55
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$14.5M
|
+$458K
|
+11,961
|
+3%
|
|
|
56
|
Perigon Wealth Management
San Francisco,
California
|
$14.3M
|
+$2.24M
|
+58,555
|
+19%
|
|
|
57
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$13.5M
|
+$221K
|
+5,766
|
+2%
|
|
|
58
|
Security Financial Services
Fort Wayne,
Indiana
|
$13.4M
|
+$288K
|
+7,535
|
+2%
|
|
|
59
|
Farther Finance Advisors
San Francisco,
California
|
$13.2M
|
+$3.25M
|
+84,874
|
+33%
|
|
|
60
|
High Falls Advisors
Rochester,
New York
|
$13M
|
+$277K
|
+7,232
|
+2%
|
|
|
61
|
Triad Wealth Partners
Lawrence,
Kansas
|
$12.7M
|
+$2.73M
|
+71,366
|
+28%
|
|
|
62
|
One Wealth Advisors
San Francisco,
California
|
$12.2M
|
+$634K
|
+16,572
|
+6%
|
|
|
63
|
Integrity Alliance
Urbandale,
Iowa
|
$11.8M
|
+$647K
|
+16,916
|
+6%
|
|
|
64
|
Wealth Alliance
Mellville,
New York
|
$11.4M
|
+$730K
|
+19,090
|
+7%
|
|
|
65
|
Physician Wealth Advisors
Midvale,
Utah
|
$11.4M
|
+$499K
|
+13,038
|
+5%
|
|
|
66
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$11.4M
|
+$345K
|
+9,018
|
+3%
|
|
|
67
|
Kelly Financial Services
Braintree,
Massachusetts
|
$11.1M
|
+$210K
|
+5,494
|
+2%
|
|
|
68
|
PAX Financial Group
San Antonio,
Texas
|
$10.7M
|
+$1.31M
|
+34,300
|
+14%
|
|
|
69
|
Strategic Blueprint
Atlanta,
Georgia
|
$10.6M
|
+$79.3K
|
+2,074
|
+0.8%
|
|
|
70
|
Stokes Family Office
New Orleans,
Louisiana
|
$10.4M
|
+$346K
|
+9,047
|
+3%
|
|
|
71
|
Stonebrook Private
Northville,
Michigan
|
$10.3M
|
+$10.2M
|
+266,599
|
New
|
|
|
72
|
MLG Wealth Management DBA Pine Grove Financial Group
Woodbury,
Minnesota
|
$10.2M
|
+$10.1M
|
+263,813
|
New
|
|
|
73
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.98M
|
+$1.07M
|
+28,032
|
+12%
|
|
|
74
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$9.85M
|
+$272K
|
+7,118
|
+3%
|
|
|
75
|
Raymond James Financial
St Petersburg,
Florida
|
$9.8M
|
+$4.53M
|
+118,378
|
+87%
|
|
