|
51
|
MGO One Seven
Beachwood,
Ohio
|
$17.5M
|
+$3.16M
|
+82,947
|
+21%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$17.2M
|
-$1.26M
|
-33,130
|
-7%
|
|
|
53
|
West Wealth Group
Irvine,
California
|
$17M
|
+$1.31M
|
+34,413
|
+8%
|
|
|
54
|
McMorgan & Co
San Francisco,
California
|
$16.6M
|
+$345K
|
+9,053
|
+2%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$16M
|
+$10.9M
|
+286,691
|
+184%
|
|
|
56
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$16M
|
+$730K
|
+19,146
|
+5%
|
|
|
57
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$15.6M
|
+$163K
|
+4,279
|
+1%
|
|
|
58
|
EQ LLC
Bellevue,
Washington
|
$15.4M
|
+$1.49M
|
+38,995
|
+10%
|
|
|
59
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$15.1M
|
+$778K
|
+20,402
|
+5%
|
|
|
60
|
Perigon Wealth Management
San Francisco,
California
|
$14.5M
|
+$1.14M
|
+29,994
|
+8%
|
|
|
61
|
KWB Wealth
Redlands,
California
|
$14.4M
|
-$187K
|
-4,916
|
-1%
|
|
|
62
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14M
|
+$422K
|
+11,075
|
+3%
|
|
|
63
|
Farther Finance Advisors
San Francisco,
California
|
$13.4M
|
+$889K
|
+23,326
|
+7%
|
|
|
64
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$13.3M
|
+$722K
|
+18,940
|
+5%
|
|
|
65
|
SteelPeak Wealth
Woodland Hills,
California
|
$13.2M
|
-$1M
|
-26,327
|
-7%
|
|
|
66
|
Security Financial Services
Fort Wayne,
Indiana
|
$12.9M
|
+$324K
|
+8,490
|
+2%
|
|
|
67
|
Embree Financial Group
Chicago,
Illinois
|
$12.4M
|
+$3.84M
|
+100,667
|
+42%
|
|
|
68
|
Wealth Alliance
Mellville,
New York
|
$12.3M
|
+$1.65M
|
+43,395
|
+15%
|
|
|
69
|
One Wealth Advisors
San Francisco,
California
|
$12.2M
|
+$777K
|
+20,381
|
+6%
|
|
|
70
|
Integrity Alliance
Urbandale,
Iowa
|
$12.1M
|
+$1.05M
|
+27,631
|
+9%
|
|
|
71
|
Equitable Holdings
New York
|
$12M
|
+$4.47M
|
+117,223
|
+54%
|
|
|
72
|
Physician Wealth Advisors
Midvale,
Utah
|
$11.4M
|
+$768K
|
+20,157
|
+7%
|
|
|
73
|
PAX Financial Group
San Antonio,
Texas
|
$11.1M
|
+$1.04M
|
+27,177
|
+10%
|
|
|
74
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$10.9M
|
+$9.04M
|
+237,324
|
+380%
|
|
|
75
|
Kelly Financial Services
Braintree,
Massachusetts
|
$10.8M
|
+$486K
|
+12,763
|
+4%
|
|
