|
26
|
Prosperity Planning
Kansas City,
Missouri
|
$4.41M
|
+$504K
|
+7,667
|
+13%
|
|
|
27
|
Merriman Wealth Management
Seattle,
Washington
|
$3.6M
|
+$295K
|
+4,485
|
+9%
|
|
|
28
|
Mraz Amerine & Associates
Modesto,
California
|
$3.59M
|
+$1.63M
|
+24,757
|
+80%
|
|
|
29
|
Versant Capital Management
Phoenix,
Arizona
|
$3.02M
|
+$385K
|
+5,860
|
+14%
|
|
|
30
|
Apella Capital
West Hartford,
Connecticut
|
$2.32M
|
+$2.36M
|
+35,877
|
New
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
-$1.81M
|
-27,608
|
-48%
|
|
|
32
|
Old Mission Capital
Chicago,
Illinois
|
$1.8M
|
-$93.8K
|
-1,428
|
-5%
|
|
|
33
|
Pure Financial Advisors
San Diego,
California
|
$1.73M
|
+$369K
|
+5,623
|
+27%
|
|
|
34
|
|
$1.71M
|
+$1.74M
|
+26,466
|
New
|
|
|
35
|
|
$1.55M
|
+$4.27K
|
+65
|
+0.3%
|
|
|
36
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.49M
|
+$547K
|
+8,330
|
+57%
|
|
|
37
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.49M
|
+$460K
|
+6,997
|
+44%
|
|
|
38
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.36M
|
-$195K
|
-2,976
|
-12%
|
|
|
39
|
Wealth Architects
Mountain View,
California
|
$1.36M
|
+$561K
|
+8,544
|
+69%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$636K
|
+9,681
|
+103%
|
|
|
41
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.18M
|
+$31.3K
|
+477
|
+3%
|
|
|
42
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.11M
|
+$98.6K
|
+1,502
|
+10%
|
|
|
43
|
|
$1.02M
|
+$431K
|
+6,568
|
+71%
|
|
|
44
|
Gradient Capital Advisors
San Diego,
California
|
$939K
|
+$171K
|
+2,608
|
+22%
|
|
|
45
|
Level Four Advisory Services
Dallas,
Texas
|
$931K
|
+$945K
|
+14,384
|
New
|
|
|
46
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$816K
|
+$828K
|
+12,603
|
New
|
|
|
47
|
Sage Rhino Capital
Menlo Park,
California
|
$770K
|
+$16.4K
|
+250
|
+2%
|
|
|
48
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$697K
|
+$160K
|
+2,440
|
+30%
|
|
|
49
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$616K
|
–
|
–
|
–
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$603K
|
+$53.3K
|
+811
|
+10%
|
|
