|
26
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.38M
|
-$298K
|
-4,609
|
-5%
|
|
|
27
|
Tortoise Investment Management
White Plains,
New York
|
$6.23M
|
+$63.7K
|
+983
|
+1%
|
|
|
28
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.78M
|
-$692K
|
-10,679
|
-11%
|
|
|
29
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$5.19M
|
-$225K
|
-3,471
|
-4%
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.1M
|
+$4.14M
|
+63,948
|
+545%
|
|
|
31
|
Collective Family Office
York,
Pennsylvania
|
$5.04M
|
+$8.16K
|
+126
|
+0.2%
|
|
|
32
|
Navigoe Wealth Management
Redondo Beach,
California
|
$4.76M
|
+$637K
|
+9,836
|
+16%
|
|
|
33
|
Clune & Associates
Chicago,
Illinois
|
$4.69M
|
+$420K
|
+6,480
|
+10%
|
|
|
34
|
Haven Private
Orlando,
Florida
|
$4.23M
|
+$350K
|
+5,398
|
+9%
|
|
|
35
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$3.76M
|
+$89K
|
+1,375
|
+3%
|
|
|
36
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.74M
|
-$81.7K
|
-1,262
|
-2%
|
|
|
37
|
Prosperity Planning
Kansas City,
Missouri
|
$3.6M
|
+$116K
|
+1,786
|
+3%
|
|
|
38
|
EntreWealth
Austin,
Texas
|
$3.34M
|
+$496K
|
+7,653
|
+18%
|
|
|
39
|
Vestment Financial
Chanhassen,
Minnesota
|
$3.29M
|
+$206K
|
+3,175
|
+7%
|
|
|
40
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.26M
|
–
|
–
|
–
|
|
|
41
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.83M
|
-$104K
|
-1,610
|
-4%
|
|
|
42
|
Harbor Group
Bedford,
New Hampshire
|
$2.8M
|
+$1.14M
|
+17,663
|
+74%
|
|
|
43
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.76M
|
–
|
–
|
–
|
|
|
44
|
McMill Wealth Management
Norfolk,
Nebraska
|
$2.48M
|
-$26.7K
|
-412
|
-1%
|
|
|
45
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$2.34M
|
+$39.8K
|
+615
|
+2%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$2.29M
|
+$453
|
+7
|
+0%
|
|
|
47
|
McLean Asset Management
Tysons,
Virginia
|
$2.15M
|
+$2.04M
|
+31,453
|
New
|
|
|
48
|
|
$2.14M
|
-$15.3M
|
-235,621
|
-88%
|
|
|
49
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.07M
|
+$104K
|
+1,604
|
+6%
|
|
|
50
|
Tillman Hartley LLC
Denver,
Colorado
|
$2.07M
|
+$395K
|
+6,095
|
+25%
|
|
