|
26
|
Waverly Advisors
Birmingham,
Alabama
|
$3.66M
|
+$313K
|
+5,884
|
+10%
|
|
|
27
|
Calton & Associates
Tampa,
Florida
|
$3.4M
|
+$3.06M
|
+57,509
|
+968%
|
|
|
28
|
Northwest Wealth Management
Spencer,
Iowa
|
$3.36M
|
+$19.8K
|
+373
|
+0.6%
|
|
|
29
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.29M
|
-$1.09M
|
-20,505
|
-25%
|
|
|
30
|
Aspiriant LLC
Los Angeles,
California
|
$2.89M
|
+$855K
|
+16,076
|
+43%
|
|
|
31
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$2.73M
|
–
|
–
|
–
|
|
|
32
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.72M
|
+$122K
|
+2,285
|
+5%
|
|
|
33
|
Harrell Investment Partners
Austin,
Texas
|
$2.7M
|
+$902K
|
+16,948
|
+51%
|
|
|
34
|
Little House Capital
Braintree,
Massachusetts
|
$2.7M
|
+$2.68M
|
+50,397
|
New
|
|
|
35
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$2.61M
|
-$13K
|
-244
|
-0.5%
|
|
|
36
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.51M
|
-$151K
|
-2,841
|
-6%
|
|
|
37
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.46M
|
+$349K
|
+6,553
|
+17%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$2.45M
|
-$49.3K
|
-927
|
-2%
|
|
|
39
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.22M
|
-$346K
|
-6,504
|
-14%
|
|
|
40
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$2.11M
|
-$76.9K
|
-1,446
|
-4%
|
|
|
41
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.04M
|
+$201K
|
+3,771
|
+11%
|
|
|
42
|
GW & Wade
Wellesley,
Massachusetts
|
$2.02M
|
+$560K
|
+10,524
|
+39%
|
|
|
43
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$2.01M
|
+$2M
|
+37,593
|
New
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$1.94M
|
-$2.17M
|
-40,716
|
-53%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$1.86M
|
+$1.85M
|
+34,685
|
New
|
|
|
46
|
Verus Financial Partners
Richmond,
Virginia
|
$1.85M
|
+$47.2K
|
+888
|
+3%
|
|
|
47
|
|
$1.78M
|
-$175K
|
-3,295
|
-9%
|
|
|
48
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.62M
|
-$61K
|
-1,147
|
-4%
|
|
|
49
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.56M
|
-$23.5K
|
-442
|
-1%
|
|
|
50
|
First Ascent Asset Management
Denver,
Colorado
|
$1.55M
|
+$127K
|
+2,392
|
+9%
|
|
