|
51
|
Falcon Wealth Planning
Ontario,
California
|
$16.1M
|
+$783K
|
+11,618
|
+5%
|
|
|
52
|
Willow Creek Wealth Management
Sebastopol,
California
|
$16M
|
+$1.83M
|
+27,217
|
+12%
|
|
|
53
|
Atwood & Palmer
Kansas City,
Missouri
|
$15.8M
|
+$1.66M
|
+24,633
|
+11%
|
|
|
54
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.6M
|
+$15.8M
|
+234,326
|
+4,396%
|
|
|
55
|
Northwest Wealth Management
Spencer,
Iowa
|
$15.3M
|
+$3.5M
|
+51,960
|
+28%
|
|
|
56
|
Peirce Capital Management
The Woodlands,
Texas
|
$14.6M
|
+$359K
|
+5,330
|
+2%
|
|
|
57
|
Kondo Wealth Advisors
Pasadena,
California
|
$14.2M
|
+$14.7M
|
+217,745
|
New
|
|
|
58
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$14.1M
|
+$933K
|
+13,856
|
+7%
|
|
|
59
|
Financial Management Network
Mission Viejo,
California
|
$13.9M
|
-$250K
|
-3,710
|
-2%
|
|
|
60
|
Quantum Financial Advisors
El Segundo,
California
|
$13.8M
|
+$1.82M
|
+27,023
|
+15%
|
|
|
61
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$13.8M
|
+$419K
|
+6,225
|
+3%
|
|
|
62
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$13.1M
|
+$2.13M
|
+31,692
|
+19%
|
|
|
63
|
Wealth Architects
Mountain View,
California
|
$12.6M
|
+$1.27M
|
+18,891
|
+11%
|
|
|
64
|
Red Lighthouse Investment Management
New York
|
$11.6M
|
+$2.09K
|
+31
|
+0%
|
|
|
65
|
Plancorp LLC
Saint Louis,
Missouri
|
$11.2M
|
–
|
–
|
–
|
|
|
66
|
McMill Wealth Management
Norfolk,
Nebraska
|
$11.1M
|
+$11.5M
|
+170,028
|
New
|
|
|
67
|
Larson Financial Group
St Louis,
Missouri
|
$10.9M
|
-$233K
|
-3,453
|
-2%
|
|
|
68
|
Prosperity Planning
Kansas City,
Missouri
|
$10.7M
|
+$424K
|
+6,297
|
+4%
|
|
|
69
|
Waverly Advisors
Birmingham,
Alabama
|
$10.7M
|
-$193K
|
-2,862
|
-2%
|
|
|
70
|
Perigon Wealth Management
San Francisco,
California
|
$10.7M
|
+$1.44M
|
+21,430
|
+15%
|
|
|
71
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$10.6M
|
+$338K
|
+5,014
|
+3%
|
|
|
72
|
|
$10.5M
|
+$3.37M
|
+50,053
|
+45%
|
|
|
73
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$10.2M
|
-$41.9K
|
-622
|
-0.4%
|
|
|
74
|
Modera Wealth Management
Westwood,
New Jersey
|
$10M
|
+$6.32M
|
+93,749
|
+156%
|
|
|
75
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.96M
|
+$1.77M
|
+26,293
|
+21%
|
|
