|
26
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.49M
|
+$1.45M
|
+23,976
|
New
|
|
|
27
|
|
$1.49M
|
+$1.44M
|
+23,880
|
New
|
|
|
28
|
Pure Financial Advisors
San Diego,
California
|
$1.31M
|
+$521K
|
+8,627
|
+69%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
+$227K
|
+3,763
|
+26%
|
|
|
30
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.1M
|
+$78.5K
|
+1,300
|
+8%
|
|
|
31
|
Northwest Wealth Management
Spencer,
Iowa
|
$991K
|
+$494K
|
+8,179
|
+105%
|
|
|
32
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$970K
|
+$115K
|
+1,901
|
+14%
|
|
|
33
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$916K
|
+$889K
|
+14,725
|
New
|
|
|
34
|
Wealth Architects
Mountain View,
California
|
$774K
|
+$195K
|
+3,224
|
+35%
|
|
|
35
|
Gradient Capital Advisors
San Diego,
California
|
$740K
|
+$400K
|
+6,624
|
+126%
|
|
|
36
|
Sage Rhino Capital
Menlo Park,
California
|
$724K
|
+$206K
|
+3,408
|
+41%
|
|
|
37
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$592K
|
–
|
–
|
–
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$586K
|
+$569K
|
+9,425
|
New
|
|
|
39
|
|
$575K
|
+$558K
|
+9,248
|
New
|
|
|
40
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$542K
|
+$60K
|
+993
|
+14%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$528K
|
+$497K
|
+8,226
|
+3,176%
|
|
|
42
|
Cardinal Point Wealth Management
Irvine,
California
|
$479K
|
+$28.7K
|
+475
|
+7%
|
|
|
43
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$438K
|
+$414K
|
+6,863
|
New
|
|
|
44
|
CreativeOne Wealth
Overland Park,
Kansas
|
$296K
|
–
|
–
|
–
|
|
|
45
|
Tortoise Investment Management
White Plains,
New York
|
$287K
|
+$12.7K
|
+210
|
+5%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$258K
|
–
|
–
|
–
|
|
|
47
|
TRUADVICE
Sarasota,
Florida
|
$254K
|
+$234K
|
+3,868
|
New
|
|
|
48
|
WMS Partners
Towson,
Maryland
|
$250K
|
+$243K
|
+4,027
|
New
|
|
|
49
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$209K
|
+$203K
|
+3,362
|
New
|
|
|
50
|
Perigon Wealth Management
San Francisco,
California
|
$205K
|
–
|
–
|
–
|
|
