|
26
|
Fonville Wealth Management
Richmond,
Virginia
|
$6.02M
|
+$460K
|
+7,768
|
+9%
|
|
|
27
|
Financial Management Network
Mission Viejo,
California
|
$6.01M
|
+$693K
|
+11,692
|
+14%
|
|
|
28
|
Tortoise Investment Management
White Plains,
New York
|
$5.69M
|
+$191K
|
+3,223
|
+4%
|
|
|
29
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$5M
|
-$3.08K
|
-52
|
-0.1%
|
|
|
30
|
Collective Family Office
York,
Pennsylvania
|
$4.65M
|
+$71.8K
|
+1,212
|
+2%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.07M
|
-$98.1K
|
-1,655
|
-2%
|
|
|
32
|
Clune & Associates
Chicago,
Illinois
|
$3.93M
|
+$23.1K
|
+389
|
+0.6%
|
|
|
33
|
Navigoe Wealth Management
Redondo Beach,
California
|
$3.78M
|
+$249K
|
+4,195
|
+7%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$3.65M
|
+$3.26M
|
+55,094
|
+1,518%
|
|
|
35
|
Haven Private
Orlando,
Florida
|
$3.56M
|
+$522K
|
+8,803
|
+18%
|
|
|
36
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.53M
|
-$81.7K
|
-1,378
|
-2%
|
|
|
37
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$3.38M
|
+$329K
|
+5,553
|
+11%
|
|
|
38
|
Prosperity Planning
Kansas City,
Missouri
|
$3.21M
|
+$330K
|
+5,568
|
+12%
|
|
|
39
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.01M
|
+$55.7K
|
+940
|
+2%
|
|
|
40
|
Vestment Financial
Chanhassen,
Minnesota
|
$2.84M
|
+$120K
|
+2,032
|
+5%
|
|
|
41
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.71M
|
-$102K
|
-1,720
|
-4%
|
|
|
42
|
EntreWealth
Austin,
Texas
|
$2.61M
|
+$535K
|
+9,025
|
+27%
|
|
|
43
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.56M
|
+$776K
|
+13,093
|
+47%
|
|
|
44
|
McMill Wealth Management
Norfolk,
Nebraska
|
$2.32M
|
-$171K
|
-2,893
|
-7%
|
|
|
45
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$2.12M
|
-$502K
|
-8,463
|
-20%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$2.11M
|
+$1.07K
|
+18
|
+0.1%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.07M
|
+$243K
|
+4,108
|
+14%
|
|
|
48
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.81M
|
–
|
–
|
–
|
|
|
49
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.66M
|
-$3.73K
|
-63
|
-0.2%
|
|
|
50
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.53M
|
-$7.64K
|
-129
|
-0.5%
|
|
