|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.7M
|
+$245K
|
+4,010
|
+2%
|
|
|
52
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.5M
|
-$16.9K
|
-277
|
-0.1%
|
|
|
53
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$14M
|
+$398K
|
+6,514
|
+3%
|
|
|
54
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$13.5M
|
-$487K
|
-7,974
|
-3%
|
|
|
55
|
Centaurus Financial
Anaheim,
California
|
$12.9M
|
-$295K
|
-4,828
|
-2%
|
|
|
56
|
Estate Planners Group
Yardley,
Pennsylvania
|
$12.8M
|
+$254K
|
+4,164
|
+2%
|
|
|
57
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.3M
|
+$689K
|
+11,289
|
+6%
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
$12.2M
|
-$457K
|
-7,492
|
-4%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$11.7M
|
-$18M
|
-294,717
|
-61%
|
|
|
60
|
JSF Financial
Los Angeles,
California
|
$11.4M
|
+$463K
|
+7,586
|
+4%
|
|
|
61
|
Summit Financial
Parsippany,
New Jersey
|
$11.1M
|
-$1.63M
|
-26,687
|
-13%
|
|
|
62
|
Lighthouse Financial Services
Brea,
California
|
$10.8M
|
+$244K
|
+3,995
|
+2%
|
|
|
63
|
Seros Financial
Tempe,
Arizona
|
$10.8M
|
+$222K
|
+3,636
|
+2%
|
|
|
64
|
Vision Retirement
Ridgewood,
New Jersey
|
$10.7M
|
+$267K
|
+4,371
|
+3%
|
|
|
65
|
KPP Advisory Services
Louisville,
Kentucky
|
$10.6M
|
+$414K
|
+6,785
|
+4%
|
|
|
66
|
Precedent Wealth Partners
Houston,
Texas
|
$10.6M
|
-$106K
|
-1,744
|
-1%
|
|
|
67
|
MGO One Seven
Beachwood,
Ohio
|
$9.69M
|
+$7.77M
|
+127,204
|
+409%
|
|
|
68
|
|
$9.54M
|
+$9.51M
|
+155,798
|
New
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.31M
|
-$297K
|
-4,865
|
-3%
|
|
|
70
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.09M
|
+$447K
|
+7,320
|
+5%
|
|
|
71
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$9.06M
|
-$147K
|
-2,400
|
-2%
|
|
|
72
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$9.06M
|
+$9.03M
|
+147,911
|
New
|
|
|
73
|
World Investment Advisors
Santa Barbara,
California
|
$8.97M
|
-$17.1K
|
-280
|
-0.2%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$8.63M
|
-$3.09M
|
-50,553
|
-26%
|
|
|
75
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.54M
|
+$138K
|
+2,260
|
+2%
|
|
