|
26
|
Apeiron RIA
Dallas,
Texas
|
$5.78M
|
+$5.81M
|
+89,607
|
New
|
|
|
27
|
Prosperity Planning
Kansas City,
Missouri
|
$4.92M
|
+$625K
|
+9,635
|
+14%
|
|
|
28
|
Continuum Advisory
Eagle,
Idaho
|
$4.62M
|
+$70.5K
|
+1,087
|
+2%
|
|
|
29
|
Mraz Amerine & Associates
Modesto,
California
|
$4.59M
|
+$415K
|
+6,400
|
+10%
|
|
|
30
|
|
$4.56M
|
+$3.02M
|
+46,574
|
+194%
|
|
|
31
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.53M
|
-$119K
|
-1,837
|
-3%
|
|
|
32
|
EP Wealth Advisors
Torrance,
California
|
$4.45M
|
+$4.47M
|
+68,903
|
New
|
|
|
33
|
Oakwell Private Wealth Management
Austin,
Texas
|
$4.25M
|
+$311K
|
+4,800
|
+8%
|
|
|
34
|
Wealth Architects
Mountain View,
California
|
$4.17M
|
+$2.35M
|
+36,199
|
+128%
|
|
|
35
|
Capasso Planning Partners
Charleston,
South Carolina
|
$3.56M
|
+$3.58M
|
+55,166
|
New
|
|
|
36
|
B&D White Capital Company
Lakeway,
Texas
|
$3.05M
|
-$1.78M
|
-27,489
|
-37%
|
|
|
37
|
Versant Capital Management
Phoenix,
Arizona
|
$3M
|
+$20.2K
|
+311
|
+0.7%
|
|
|
38
|
Northwest Wealth Management
Spencer,
Iowa
|
$2.79M
|
+$828K
|
+12,764
|
+42%
|
|
|
39
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$2.75M
|
+$1.8M
|
+27,709
|
+185%
|
|
|
40
|
Collective Family Office
York,
Pennsylvania
|
$2.75M
|
+$2.76M
|
+42,603
|
New
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.5M
|
+$870K
|
+13,405
|
+53%
|
|
|
42
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2.36M
|
-$4.88M
|
-75,238
|
-67%
|
|
|
43
|
Apella Capital
West Hartford,
Connecticut
|
$2.31M
|
-$49.7K
|
-766
|
-2%
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.3M
|
+$22.6K
|
+348
|
+1%
|
|
|
45
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.26M
|
+$2.27M
|
+34,951
|
New
|
|
|
46
|
Merriman Wealth Management
Seattle,
Washington
|
$2.22M
|
-$1.74M
|
-26,867
|
-44%
|
|
|
47
|
Passive Capital Management
Baltimore,
Maryland
|
$1.98M
|
+$1.99M
|
+30,740
|
New
|
|
|
48
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.92M
|
+$239K
|
+3,679
|
+14%
|
|
|
49
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.8M
|
+$1.81M
|
+27,869
|
New
|
|
|
50
|
Colony Group
Boston,
Massachusetts
|
$1.79M
|
+$1.8M
|
+27,733
|
New
|
|
