|
51
|
Mraz Amerine & Associates
Modesto,
California
|
$5.45M
|
-$690K
|
-13,043
|
-12%
|
|
|
52
|
Goldstein Advisors
Madison,
Wisconsin
|
$5.4M
|
+$5.16M
|
+97,621
|
New
|
|
|
53
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.4M
|
+$654K
|
+12,364
|
+15%
|
|
|
54
|
Wealth Architects
Mountain View,
California
|
$5.24M
|
-$1.61M
|
-30,454
|
-24%
|
|
|
55
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$4.89M
|
+$4.67M
|
+88,287
|
New
|
|
|
56
|
Oakwell Private Wealth Management
Austin,
Texas
|
$4.63M
|
+$720K
|
+13,610
|
+19%
|
|
|
57
|
First Ascent Asset Management
Denver,
Colorado
|
$4.53M
|
+$744K
|
+14,061
|
+21%
|
|
|
58
|
Collective Family Office
York,
Pennsylvania
|
$4.45M
|
+$1.47M
|
+27,724
|
+53%
|
|
|
59
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.42M
|
+$2.69M
|
+50,811
|
+174%
|
|
|
60
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.31M
|
+$2.43M
|
+46,039
|
+144%
|
|
|
61
|
|
$4.25M
|
-$30.1M
|
-569,733
|
-88%
|
|
|
62
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.23M
|
+$1.05M
|
+19,867
|
+35%
|
|
|
63
|
Capasso Planning Partners
Charleston,
South Carolina
|
$4.1M
|
+$226K
|
+4,281
|
+6%
|
|
|
64
|
Continuum Advisory
Eagle,
Idaho
|
$4.03M
|
-$61.7K
|
-1,167
|
-2%
|
|
|
65
|
Northland Capital Management
Virginia,
Minnesota
|
$3.85M
|
-$9.36K
|
-177
|
-0.3%
|
|
|
66
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$3.8M
|
+$3.63M
|
+68,670
|
New
|
|
|
67
|
Magnus Financial Group
New York
|
$3.73M
|
+$3.56M
|
+67,396
|
New
|
|
|
68
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.65M
|
+$3.17M
|
+59,880
|
+981%
|
|
|
69
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.52M
|
+$831K
|
+15,707
|
+36%
|
|
|
70
|
|
$3.34M
|
+$30.8K
|
+582
|
+1%
|
|
|
71
|
Fortress Wealth Management
Culver City,
California
|
$3.31M
|
+$220K
|
+4,160
|
+7%
|
|
|
72
|
WR Wealth Planners
Columbia,
Missouri
|
$2.97M
|
+$251K
|
+4,756
|
+10%
|
|
|
73
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.93M
|
+$180K
|
+3,405
|
+7%
|
|
|
74
|
Versant Capital Management
Phoenix,
Arizona
|
$2.92M
|
+$56.8K
|
+1,075
|
+2%
|
|
|
75
|
WealthShield Partners
Cary,
North Carolina
|
$2.78M
|
+$122K
|
+2,302
|
+5%
|
|
