|
26
|
Values Added Financial
Washington,
District of Columbia
|
$726K
|
–
|
–
|
–
|
|
|
27
|
Joel Isaacson & Co
New York
|
$715K
|
+$6.42K
|
+64
|
+0.9%
|
|
|
28
|
Root Financial Partners
Encinitas,
California
|
$597K
|
+$201
|
+2
|
+0%
|
|
|
29
|
Opes Wealth Management
Menlo Park,
California
|
$562K
|
–
|
–
|
–
|
|
|
30
|
Burton Enright Welch
Walnut Creek,
California
|
$556K
|
+$320K
|
+3,185
|
+133%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$547K
|
–
|
–
|
–
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$499K
|
+$503K
|
+5,015
|
New
|
|
|
33
|
Meridian Wealth Management
Lexington,
Kentucky
|
$488K
|
+$35.1K
|
+350
|
+8%
|
|
|
34
|
Elevation Wealth Partners
Santa Rosa,
California
|
$432K
|
+$435K
|
+4,336
|
New
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$424K
|
+$428K
|
+4,261
|
New
|
|
|
36
|
Nautilus Advisors
La Jolla,
California
|
$400K
|
+$403K
|
+4,015
|
New
|
|
|
37
|
TPG Advisors
Northfield,
Illinois
|
$399K
|
–
|
–
|
–
|
|
|
38
|
Keystone Wealth Services
Palm Desert,
California
|
$374K
|
+$22.6K
|
+225
|
+6%
|
|
|
39
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$370K
|
+$373K
|
+3,717
|
New
|
|
|
40
|
Jones Financial Companies
Des Peres,
Missouri
|
$358K
|
+$361K
|
+3,597
|
New
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
$335K
|
+$52K
|
+518
|
+18%
|
|
|
42
|
Tolleson Wealth Management
Dallas,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
43
|
Evoke Wealth
Los Angeles,
California
|
$301K
|
+$303K
|
+3,023
|
New
|
|
|
44
|
Core Wealth Partners
Santa Rosa,
California
|
$263K
|
–
|
–
|
–
|
|
|
45
|
Blume Capital Management
Berkeley,
California
|
$249K
|
–
|
–
|
–
|
|
|
46
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$249K
|
+$251K
|
+2,500
|
New
|
|
|
47
|
Aspiriant LLC
Los Angeles,
California
|
$246K
|
+$248K
|
+2,470
|
New
|
|
|
48
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$227K
|
–
|
–
|
–
|
|
|
49
|
Compass Advisory Group
Melville,
New York
|
$223K
|
+$225K
|
+2,243
|
New
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$215K
|
+$3.71K
|
+37
|
+2%
|
|
