|
26
|
Prosperity Planning
Kansas City,
Missouri
|
$4.3M
|
-$101K
|
-1,547
|
-2%
|
|
|
27
|
Mraz Amerine & Associates
Modesto,
California
|
$4.18M
|
+$602K
|
+9,199
|
+17%
|
|
|
28
|
Merriman Wealth Management
Seattle,
Washington
|
$3.95M
|
+$364K
|
+5,556
|
+10%
|
|
|
29
|
Oakwell Private Wealth Management
Austin,
Texas
|
$3.95M
|
+$4M
|
+61,100
|
New
|
|
|
30
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.27M
|
+$2.2M
|
+33,593
|
+196%
|
|
|
31
|
Versant Capital Management
Phoenix,
Arizona
|
$2.98M
|
-$27.1K
|
-414
|
-0.9%
|
|
|
32
|
Pure Financial Advisors
San Diego,
California
|
$2.54M
|
+$819K
|
+12,502
|
+47%
|
|
|
33
|
Apella Capital
West Hartford,
Connecticut
|
$2.37M
|
+$49.3K
|
+753
|
+2%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.28M
|
+$1.72M
|
+26,265
|
+289%
|
|
|
35
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.96M
|
+$489K
|
+7,466
|
+33%
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$1.87M
|
-$4.36M
|
-66,611
|
-70%
|
|
|
37
|
Wealth Architects
Mountain View,
California
|
$1.83M
|
+$481K
|
+7,346
|
+35%
|
|
|
38
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.68M
|
+$192K
|
+2,927
|
+13%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.64M
|
+$1.66M
|
+25,380
|
New
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.64M
|
+$406K
|
+6,206
|
+32%
|
|
|
41
|
|
$1.55M
|
+$5.76K
|
+88
|
+0.4%
|
|
|
42
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.36M
|
+$184K
|
+2,803
|
+15%
|
|
|
43
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.36M
|
–
|
–
|
–
|
|
|
44
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.34M
|
+$620K
|
+9,467
|
+88%
|
|
|
45
|
|
$1.16M
|
+$142K
|
+2,173
|
+14%
|
|
|
46
|
Gradient Capital Advisors
San Diego,
California
|
$1.12M
|
+$183K
|
+2,798
|
+19%
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
$1.05M
|
+$1.07M
|
+16,265
|
New
|
|
|
48
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$966K
|
+$154K
|
+2,344
|
+19%
|
|
|
49
|
Renaissance Technologies
New York
|
$905K
|
+$918K
|
+14,011
|
New
|
|
|
50
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$800K
|
+$810K
|
+12,375
|
New
|
|
