|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.9M
|
+$1.51M
|
+26,311
|
+13%
|
|
|
52
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$12.5M
|
+$1.38M
|
+23,992
|
+12%
|
|
|
53
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.3M
|
-$46.4M
|
-807,242
|
-78%
|
|
|
54
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$12.1M
|
+$378K
|
+6,581
|
+3%
|
|
|
55
|
Centaurus Financial
Anaheim,
California
|
$11.8M
|
+$730K
|
+12,715
|
+6%
|
|
|
56
|
Two Sigma Investments
New York
|
$11.6M
|
+$12.3M
|
+213,450
|
New
|
|
|
57
|
Summit Financial
Parsippany,
New Jersey
|
$11.4M
|
-$2.57M
|
-44,819
|
-18%
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
$11.2M
|
-$5.78M
|
-100,676
|
-33%
|
|
|
59
|
Estate Planners Group
Yardley,
Pennsylvania
|
$11.2M
|
+$189K
|
+3,290
|
+2%
|
|
|
60
|
Rockefeller Capital Management
New York
|
$10.4M
|
-$7.4M
|
-128,856
|
-40%
|
|
|
61
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.3M
|
-$3.06M
|
-53,340
|
-22%
|
|
|
62
|
Lighthouse Financial Services
Brea,
California
|
$10.1M
|
+$198K
|
+3,444
|
+2%
|
|
|
63
|
JSF Financial
Los Angeles,
California
|
$9.78M
|
+$768K
|
+13,372
|
+8%
|
|
|
64
|
Precedent Wealth Partners
Houston,
Texas
|
$9.55M
|
-$1.49M
|
-25,983
|
-13%
|
|
|
65
|
Seros Financial
Tempe,
Arizona
|
$9.42M
|
+$650K
|
+11,310
|
+7%
|
|
|
66
|
Vision Retirement
Ridgewood,
New Jersey
|
$9.31M
|
+$826K
|
+14,389
|
+9%
|
|
|
67
|
KPP Advisory Services
Louisville,
Kentucky
|
$9.1M
|
+$334K
|
+5,807
|
+4%
|
|
|
68
|
World Investment Advisors
Santa Barbara,
California
|
$8.98M
|
+$12.2K
|
+213
|
+0.1%
|
|
|
69
|
Atria Investments
Charlotte,
North Carolina
|
$8.61M
|
-$658K
|
-11,461
|
-7%
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.56M
|
-$291K
|
-5,066
|
-3%
|
|
|
71
|
Jump Financial
Chicago,
Illinois
|
$8.37M
|
+$8.81M
|
+153,413
|
New
|
|
|
72
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$8.21M
|
-$134K
|
-2,334
|
-2%
|
|
|
73
|
|
$8.15M
|
+$8.58M
|
+149,439
|
New
|
|
|
74
|
Jackson Wealth Management
Lake Mary,
Florida
|
$7.98M
|
+$152K
|
+2,654
|
+2%
|
|
|
75
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$7.94M
|
+$3.32M
|
+57,763
|
+66%
|
|
