|
51
|
Level Four Advisory Services
Dallas,
Texas
|
$32.2M
|
-$1.34M
|
-26,720
|
-4%
|
|
|
52
|
AssetMark Inc
Concord,
California
|
$30.7M
|
-$3.43M
|
-68,234
|
-10%
|
|
|
53
|
Encompass More Asset Management
Danville,
California
|
$30.4M
|
-$14M
|
-278,105
|
-32%
|
|
|
54
|
Integrity Alliance
Urbandale,
Iowa
|
$30.3M
|
+$3.54M
|
+70,351
|
+13%
|
|
|
55
|
Holistic Planning
Nacogdoches,
Texas
|
$29.8M
|
-$3.38M
|
-67,134
|
-10%
|
|
|
56
|
Cypress Capital
Franklin,
Tennessee
|
$28.5M
|
+$206K
|
+4,102
|
+0.7%
|
|
|
57
|
Carmel Capital Partners
San Diego,
California
|
$27.9M
|
+$767K
|
+15,231
|
+3%
|
|
|
58
|
Inspire Advisors
Meridian,
Idaho
|
$27.6M
|
-$3.05M
|
-60,564
|
-10%
|
|
|
59
|
Global Retirement Partners
San Rafael,
California
|
$26.2M
|
+$4.37M
|
+86,819
|
+20%
|
|
|
60
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$26.1M
|
-$1.03M
|
-20,399
|
-4%
|
|
|
61
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$23.6M
|
-$2.21M
|
-43,938
|
-9%
|
|
|
62
|
Leo Wealth LLC
Hurst,
Texas
|
$23M
|
-$811K
|
-16,109
|
-3%
|
|
|
63
|
Disciplina Capital Management
Nashville,
Tennessee
|
$22.9M
|
-$11M
|
-219,358
|
-33%
|
|
|
64
|
Team Financial Group
Temecula,
California
|
$22.9M
|
-$1.14M
|
-22,639
|
-5%
|
|
|
65
|
Client First Capital
San Diego,
California
|
$22.7M
|
-$2.7M
|
-53,714
|
-11%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.7M
|
+$1.11M
|
+22,040
|
+5%
|
|
|
67
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$22.6M
|
+$2.52M
|
+50,105
|
+13%
|
|
|
68
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$21.9M
|
+$2.89M
|
+57,399
|
+15%
|
|
|
69
|
&Partners
Nashville,
Tennessee
|
$21.9M
|
+$14.7M
|
+291,989
|
+205%
|
|
|
70
|
Webster Bank
Waterbury,
Connecticut
|
$21.6M
|
+$472K
|
+9,375
|
+2%
|
|
|
71
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$21.6M
|
+$4.84M
|
+96,224
|
+29%
|
|
|
72
|
Regimen Wealth
Atlanta,
Georgia
|
$21.6M
|
+$132K
|
+2,630
|
+0.6%
|
|
|
73
|
United Asset Strategies
Garden City,
New York
|
$21.4M
|
+$2.68M
|
+53,242
|
+14%
|
|
|
74
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$21.2M
|
+$371K
|
+7,363
|
+2%
|
|
|
75
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$21M
|
+$232K
|
+4,611
|
+1%
|
|
