|
26
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.39M
|
+$300K
|
+5,976
|
+7%
|
|
|
27
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$4.27M
|
+$3.63M
|
+72,316
|
+568%
|
|
|
28
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$4.18M
|
+$1.22M
|
+24,289
|
+41%
|
|
|
29
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.8M
|
+$74.3K
|
+1,483
|
+2%
|
|
|
30
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.74M
|
+$1.83M
|
+36,408
|
+96%
|
|
|
31
|
Brainard Capital Management
Austin,
Texas
|
$3.17M
|
+$3.17M
|
+63,154
|
New
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$2.9M
|
+$2.9M
|
+57,772
|
New
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.86M
|
+$771K
|
+15,387
|
+37%
|
|
|
34
|
Collective Family Office
York,
Pennsylvania
|
$2.71M
|
+$1.39M
|
+27,820
|
+106%
|
|
|
35
|
SOL Capital Management
Rockville,
Maryland
|
$2.67M
|
+$382K
|
+7,610
|
+17%
|
|
|
36
|
ML&R Wealth Management
Austin,
Texas
|
$2.65M
|
+$548K
|
+10,921
|
+26%
|
|
|
37
|
Advisory Services Network
Atlanta,
Georgia
|
$2.53M
|
+$759K
|
+15,145
|
+43%
|
|
|
38
|
Bridge Advisory
Pasadena,
California
|
$2.46M
|
+$201K
|
+4,015
|
+9%
|
|
|
39
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.44M
|
+$249K
|
+4,972
|
+11%
|
|
|
40
|
|
$2.41M
|
+$2.41M
|
+48,087
|
New
|
|
|
41
|
Altiora Financial Group
Lebanon,
Ohio
|
$2.27M
|
+$2.27M
|
+45,318
|
New
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$2.2M
|
+$2.19M
|
+43,746
|
New
|
|
|
43
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.95M
|
+$1.95M
|
+38,849
|
New
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.74M
|
+$681K
|
+13,578
|
+64%
|
|
|
45
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.62M
|
+$60.2K
|
+1,200
|
+4%
|
|
|
46
|
Bayshore Asset Management
Coral Gables,
Florida
|
$1.59M
|
+$137K
|
+2,736
|
+9%
|
|
|
47
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.47M
|
-$50.1K
|
-1,000
|
-3%
|
|
|
48
|
Wealth Architects
Mountain View,
California
|
$1.31M
|
+$1.31M
|
+26,100
|
New
|
|
|
49
|
Greenspring Advisors
Towson,
Maryland
|
$1.24M
|
+$648K
|
+12,917
|
+109%
|
|
|
50
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.15M
|
+$6.87K
|
+137
|
+0.6%
|
|
