|
51
|
First Ascent Asset Management
Denver,
Colorado
|
$3.22M
|
+$302K
|
+5,696
|
+9%
|
|
|
52
|
|
$2.84M
|
-$24.9K
|
-469
|
-0.8%
|
|
|
53
|
UMB Bank
Kansas City,
Missouri
|
$2.77M
|
+$3.09M
|
+58,225
|
New
|
|
|
54
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.69M
|
+$1.67M
|
+31,579
|
+127%
|
|
|
55
|
Fortress Wealth Management
Culver City,
California
|
$2.64M
|
+$763K
|
+14,396
|
+35%
|
|
|
56
|
Collective Family Office
York,
Pennsylvania
|
$2.5M
|
+$371K
|
+6,996
|
+15%
|
|
|
57
|
Versant Capital Management
Phoenix,
Arizona
|
$2.46M
|
+$268K
|
+5,051
|
+11%
|
|
|
58
|
EP Wealth Advisors
Torrance,
California
|
$2.44M
|
-$149K
|
-2,807
|
-5%
|
|
|
59
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.36M
|
+$677K
|
+12,770
|
+35%
|
|
|
60
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.35M
|
+$59.7K
|
+1,126
|
+2%
|
|
|
61
|
WR Wealth Planners
Columbia,
Missouri
|
$2.32M
|
+$10.2K
|
+193
|
+0.4%
|
|
|
62
|
WealthShield Partners
Cary,
North Carolina
|
$2.28M
|
+$2.54M
|
+48,014
|
New
|
|
|
63
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.26M
|
+$617K
|
+11,635
|
+37%
|
|
|
64
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.78M
|
+$100K
|
+1,888
|
+5%
|
|
|
65
|
Foster Group
West Des Moines,
Iowa
|
$1.67M
|
+$353K
|
+6,655
|
+23%
|
|
|
66
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.66M
|
-$31.5K
|
-595
|
-2%
|
|
|
67
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$1.66M
|
-$743K
|
-14,020
|
-29%
|
|
|
68
|
Stone Summit Wealth
Miami,
Florida
|
$1.64M
|
+$246K
|
+4,639
|
+16%
|
|
|
69
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.59M
|
-$591K
|
-11,158
|
-25%
|
|
|
70
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.54M
|
+$938K
|
+17,701
|
+120%
|
|
|
71
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.51M
|
-$600K
|
-11,329
|
-26%
|
|
|
72
|
Libra Wealth
Los Gatos,
California
|
$1.44M
|
-$955K
|
-18,021
|
-37%
|
|
|
73
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
-$213K
|
-4,021
|
-12%
|
|
|
74
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.38M
|
+$616K
|
+11,630
|
+66%
|
|
|
75
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.35M
|
+$192K
|
+3,614
|
+15%
|
|
