|
51
|
Falcon Wealth Planning
Ontario,
California
|
$19M
|
+$1.72M
|
+25,334
|
+10%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.5M
|
-$77.5M
|
-1,141,339
|
-81%
|
|
|
53
|
Define Financial
San Diego,
California
|
$18.1M
|
+$1.2M
|
+17,637
|
+7%
|
|
|
54
|
Stratos Investment Management
Beachwood,
Ohio
|
$18M
|
-$268K
|
-3,948
|
-2%
|
|
|
55
|
Northwest Wealth Management
Spencer,
Iowa
|
$17.9M
|
+$1.5M
|
+22,135
|
+9%
|
|
|
56
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$17.8M
|
+$17.3M
|
+254,848
|
New
|
|
|
57
|
Peirce Capital Management
The Woodlands,
Texas
|
$17.2M
|
+$1.5M
|
+22,040
|
+10%
|
|
|
58
|
Atwood & Palmer
Kansas City,
Missouri
|
$17M
|
+$88.2K
|
+1,299
|
+0.5%
|
|
|
59
|
Kondo Wealth Advisors
Pasadena,
California
|
$16.6M
|
+$1.33M
|
+19,594
|
+9%
|
|
|
60
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$16.1M
|
+$944K
|
+13,894
|
+6%
|
|
|
61
|
Emprise Bank
Wichita,
Kansas
|
$15.6M
|
+$5.88M
|
+86,636
|
+63%
|
|
|
62
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$15.1M
|
+$1M
|
+14,746
|
+7%
|
|
|
63
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.6M
|
-$188K
|
-2,775
|
-1%
|
|
|
64
|
Quantum Financial Advisors
El Segundo,
California
|
$14.2M
|
-$587K
|
-8,639
|
-4%
|
|
|
65
|
Wealth Architects
Mountain View,
California
|
$13.9M
|
+$466K
|
+6,859
|
+4%
|
|
|
66
|
McMill Wealth Management
Norfolk,
Nebraska
|
$13.2M
|
+$1.3M
|
+19,085
|
+11%
|
|
|
67
|
Financial Management Network
Mission Viejo,
California
|
$12.9M
|
-$282K
|
-4,147
|
-2%
|
|
|
68
|
Nottingham Advisors
Amherst,
New York
|
$12.6M
|
+$2.61M
|
+38,445
|
+27%
|
|
|
69
|
Prosperity Planning
Kansas City,
Missouri
|
$12.4M
|
+$844K
|
+12,432
|
+8%
|
|
|
70
|
Plancorp LLC
Saint Louis,
Missouri
|
$12.3M
|
+$230K
|
+3,390
|
+2%
|
|
|
71
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.8M
|
+$1.12M
|
+16,426
|
+11%
|
|
|
72
|
Perigon Wealth Management
San Francisco,
California
|
$11.6M
|
+$55.5K
|
+817
|
+0.5%
|
|
|
73
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$11.6M
|
+$218K
|
+3,212
|
+2%
|
|
|
74
|
Squire Investment Management Company
Orem,
Utah
|
$11.6M
|
+$2.04M
|
+30,058
|
+22%
|
|
|
75
|
Waverly Advisors
Birmingham,
Alabama
|
$11.5M
|
-$17.9K
|
-263
|
-0.2%
|
|
