|
26
|
Financial Management Network
Mission Viejo,
California
|
$4.27M
|
+$1.96M
|
+35,521
|
+73%
|
|
|
27
|
Collective Family Office
York,
Pennsylvania
|
$4.16M
|
+$90.1K
|
+1,630
|
+2%
|
|
|
28
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.84M
|
-$960K
|
-17,360
|
-21%
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.8M
|
-$352K
|
-6,370
|
-9%
|
|
|
30
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.62M
|
+$1.33M
|
+24,066
|
+61%
|
|
|
31
|
Clune & Associates
Chicago,
Illinois
|
$3.55M
|
+$68.5K
|
+1,238
|
+2%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$3.47M
|
+$1.28M
|
+23,145
|
+61%
|
|
|
33
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.29M
|
-$230K
|
-4,168
|
-7%
|
|
|
34
|
Navigoe Wealth Management
Redondo Beach,
California
|
$3.21M
|
+$1.08M
|
+19,481
|
+53%
|
|
|
35
|
Haven Private
Orlando,
Florida
|
$2.75M
|
+$548K
|
+9,917
|
+26%
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$2.7M
|
+$2.63M
|
+47,607
|
New
|
|
|
37
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.69M
|
–
|
–
|
–
|
|
|
38
|
Prosperity Planning
Kansas City,
Missouri
|
$2.61M
|
+$628K
|
+11,365
|
+33%
|
|
|
39
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.56M
|
+$163K
|
+2,954
|
+7%
|
|
|
40
|
Vestment Financial
Chanhassen,
Minnesota
|
$2.46M
|
+$201K
|
+3,643
|
+9%
|
|
|
41
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$2.45M
|
+$465K
|
+8,406
|
+21%
|
|
|
42
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$2.41M
|
+$29.9K
|
+540
|
+1%
|
|
|
43
|
McMill Wealth Management
Norfolk,
Nebraska
|
$2.28M
|
+$57.3K
|
+1,036
|
+3%
|
|
|
44
|
|
$2.14M
|
-$1.65M
|
-29,802
|
-44%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$1.92M
|
-$123K
|
-2,220
|
-6%
|
|
|
46
|
EntreWealth
Austin,
Texas
|
$1.86M
|
+$466K
|
+8,418
|
+34%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.66M
|
+$250K
|
+4,526
|
+18%
|
|
|
48
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.65M
|
+$449K
|
+8,125
|
+39%
|
|
|
49
|
Callan Capital
La Jolla,
California
|
$1.53M
|
-$25.7K
|
-465
|
-2%
|
|
|
50
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.51M
|
-$32K
|
-578
|
-2%
|
|
