|
26
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.13M
|
+$1.38M
|
+21,965
|
+24%
|
|
|
27
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.62M
|
-$28.8K
|
-458
|
-0.4%
|
|
|
28
|
Prosperity Planning
Kansas City,
Missouri
|
$5.73M
|
–
|
–
|
–
|
|
|
29
|
Apeiron RIA
Dallas,
Texas
|
$5.72M
|
+$207K
|
+3,292
|
+4%
|
|
|
30
|
Mraz Amerine & Associates
Modesto,
California
|
$5.6M
|
+$1.15M
|
+18,319
|
+26%
|
|
|
31
|
|
$4.91M
|
-$2.9M
|
-46,154
|
-37%
|
|
|
32
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.83M
|
+$4.85M
|
+77,216
|
New
|
|
|
33
|
Collective Family Office
York,
Pennsylvania
|
$4.53M
|
+$1.87M
|
+29,737
|
+70%
|
|
|
34
|
Oakwell Private Wealth Management
Austin,
Texas
|
$4.5M
|
+$380K
|
+6,043
|
+9%
|
|
|
35
|
Continuum Advisory
Eagle,
Idaho
|
$4.38M
|
+$149K
|
+2,374
|
+3%
|
|
|
36
|
EP Wealth Advisors
Torrance,
California
|
$4M
|
-$309K
|
-4,920
|
-7%
|
|
|
37
|
Capasso Planning Partners
Charleston,
South Carolina
|
$3.78M
|
+$333K
|
+5,295
|
+10%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.75M
|
+$1.33M
|
+21,171
|
+55%
|
|
|
39
|
Northwest Wealth Management
Spencer,
Iowa
|
$3.6M
|
+$899K
|
+14,294
|
+33%
|
|
|
40
|
Wealth Architects
Mountain View,
California
|
$3.52M
|
-$524K
|
-8,340
|
-13%
|
|
|
41
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.46M
|
+$3.06M
|
+48,688
|
+737%
|
|
|
42
|
First Ascent Asset Management
Denver,
Colorado
|
$3.45M
|
+$3.47M
|
+55,123
|
New
|
|
|
43
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.08M
|
+$1.35M
|
+21,403
|
+77%
|
|
|
44
|
B&D White Capital Company
Lakeway,
Texas
|
$3.03M
|
+$75.3K
|
+1,197
|
+3%
|
|
|
45
|
|
$2.92M
|
+$1.57M
|
+24,965
|
+115%
|
|
|
46
|
Versant Capital Management
Phoenix,
Arizona
|
$2.92M
|
+$7.17K
|
+114
|
+0.2%
|
|
|
47
|
WR Wealth Planners
Columbia,
Missouri
|
$2.77M
|
+$2.78M
|
+44,195
|
New
|
|
|
48
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.45M
|
+$261K
|
+4,152
|
+12%
|
|
|
49
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.43M
|
+$574K
|
+9,134
|
+31%
|
|
|
50
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2.41M
|
+$119K
|
+1,886
|
+5%
|
|
