|
51
|
Segment Wealth Management
Houston,
Texas
|
$15.6M
|
+$179K
|
+3,758
|
+1%
|
|
|
52
|
One Capital Management
Westlake Village,
California
|
$14.9M
|
-$30.5M
|
-641,816
|
-69%
|
|
|
53
|
Bricktown Capital
Detroit,
Michigan
|
$14.8M
|
–
|
–
|
–
|
|
|
54
|
EP Wealth Advisors
Torrance,
California
|
$14.8M
|
+$12.3M
|
+258,892
|
+1,062%
|
|
|
55
|
Equitable Holdings
New York
|
$13.7M
|
-$862K
|
-18,128
|
-6%
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$13.3M
|
-$1.85K
|
-39
|
-0%
|
|
|
57
|
Stenger Family Office
Naperville,
Illinois
|
$13.2M
|
+$11.7M
|
+245,428
|
New
|
|
|
58
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$13.2M
|
+$4.04M
|
+84,889
|
+50%
|
|
|
59
|
IFG Advisory
Atlanta,
Georgia
|
$12.9M
|
+$728K
|
+15,306
|
+7%
|
|
|
60
|
Cyr Financial
Hennepin,
Illinois
|
$12.2M
|
+$1.55M
|
+32,666
|
+16%
|
|
|
61
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$12M
|
+$209K
|
+4,391
|
+2%
|
|
|
62
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11.6M
|
-$3.03M
|
-63,750
|
-22%
|
|
|
63
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.4M
|
+$2.5M
|
+52,483
|
+32%
|
|
|
64
|
|
$11M
|
+$1.29M
|
+27,160
|
+15%
|
|
|
65
|
Summit Financial
Parsippany,
New Jersey
|
$10.9M
|
-$1.23M
|
-25,799
|
-11%
|
|
|
66
|
Precedent Wealth Partners
Houston,
Texas
|
$10.8M
|
-$667K
|
-14,023
|
-6%
|
|
|
67
|
Centaurus Financial
Anaheim,
California
|
$10.5M
|
-$1.16M
|
-24,299
|
-11%
|
|
|
68
|
POM Investment Strategies
Raleigh,
North Carolina
|
$10.5M
|
+$9.37M
|
+196,896
|
+4,570%
|
|
|
69
|
Asset Allocation Strategies
Farmington,
Michigan
|
$10.4M
|
-$1.79M
|
-37,689
|
-16%
|
|
|
70
|
Mariner
Overland Park,
Kansas
|
$10.4M
|
-$877K
|
-18,441
|
-8%
|
|
|
71
|
World Investment Advisors
Santa Barbara,
California
|
$10.1M
|
+$1.04M
|
+21,806
|
+13%
|
|
|
72
|
Atria Investments
Charlotte,
North Carolina
|
$10.1M
|
-$365K
|
-7,677
|
-4%
|
|
|
73
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$9.75M
|
-$1.59M
|
-33,328
|
-15%
|
|
|
74
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$9.73M
|
+$3.36M
|
+70,570
|
+61%
|
|
|
75
|
Physician Wealth Advisors
Midvale,
Utah
|
$9.66M
|
+$3.07M
|
+64,499
|
+53%
|
|
