|
51
|
Hofer & Associates
Thousand Oaks,
California
|
$6.6M
|
+$6.52M
|
+85,133
|
New
|
|
|
52
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.53M
|
+$1.86M
|
+24,317
|
+41%
|
|
|
53
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$6.49M
|
+$489K
|
+6,382
|
+8%
|
|
|
54
|
Breakwater Investment Management
Seattle,
Washington
|
$6.43M
|
+$5.25M
|
+68,518
|
+475%
|
|
|
55
|
SouthState Corp
Winter Haven,
Florida
|
$6.38M
|
-$4.18M
|
-54,598
|
-40%
|
|
|
56
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$6.28M
|
+$430K
|
+5,611
|
+7%
|
|
|
57
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.2M
|
+$490K
|
+6,399
|
+9%
|
|
|
58
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$6M
|
+$377K
|
+4,926
|
+7%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.88M
|
+$1.23M
|
+16,086
|
+27%
|
|
|
60
|
Penney Financial
Houston,
Texas
|
$5.73M
|
+$5.66M
|
+73,828
|
New
|
|
|
61
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$5.68M
|
+$1.54M
|
+20,076
|
+38%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$5.45M
|
+$506K
|
+6,605
|
+10%
|
|
|
63
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$5.25M
|
+$478K
|
+6,237
|
+10%
|
|
|
64
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$4.9M
|
+$433K
|
+5,653
|
+10%
|
|
|
65
|
Kings Path Partners
Sugar Land,
Texas
|
$4.59M
|
+$2.44M
|
+31,816
|
+116%
|
|
|
66
|
Victory Financial Group
Austin,
Texas
|
$4.55M
|
-$4.06K
|
-53
|
-0.1%
|
|
|
67
|
|
$4.51M
|
+$4.45M
|
+58,120
|
New
|
|
|
68
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.41M
|
-$2.14M
|
-27,879
|
-33%
|
|
|
69
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.4M
|
+$4.34M
|
+56,679
|
New
|
|
|
70
|
Boston Family Office
Boston,
Massachusetts
|
$4.31M
|
+$1.95M
|
+25,403
|
+84%
|
|
|
71
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$4.21M
|
+$23.8K
|
+310
|
+0.6%
|
|
|
72
|
Citadel Advisors
Miami,
Florida
|
$4.02M
|
+$151K
|
+1,972
|
+4%
|
|
|
73
|
Mission Wealth Management
Santa Barbara,
California
|
$3.87M
|
+$723K
|
+9,442
|
+23%
|
|
|
74
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3.79M
|
+$600K
|
+7,833
|
+19%
|
|
|
75
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.77M
|
-$439K
|
-5,725
|
-11%
|
|
