|
26
|
First Ascent Asset Management
Denver,
Colorado
|
$1M
|
+$990K
|
+24,429
|
New
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$953K
|
+$939K
|
+23,170
|
New
|
|
|
28
|
SC&H Financial Advisors
Sparks,
Maryland
|
$833K
|
+$821K
|
+20,255
|
New
|
|
|
29
|
LPL Financial
San Diego,
California
|
$800K
|
+$789K
|
+19,459
|
New
|
|
|
30
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$795K
|
+$784K
|
+19,330
|
New
|
|
|
31
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$685K
|
+$675K
|
+16,656
|
New
|
|
|
32
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$556K
|
+$173K
|
+4,269
|
+46%
|
|
|
33
|
NWAM LLC
Mercer Island,
Washington
|
$541K
|
+$211K
|
+5,200
|
+65%
|
|
|
34
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$441K
|
+$7.7K
|
+190
|
+2%
|
|
|
35
|
Bayshore Asset Management
Coral Gables,
Florida
|
$361K
|
+$356K
|
+8,783
|
New
|
|
|
36
|
Willow Creek Wealth Management
Sebastopol,
California
|
$341K
|
+$336K
|
+8,284
|
New
|
|
|
37
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$293K
|
+$289K
|
+7,126
|
New
|
|
|
38
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$273K
|
+$269K
|
+6,633
|
New
|
|
|
39
|
Abacus Planning Group
Columbia,
South Carolina
|
$248K
|
+$245K
|
+6,043
|
New
|
|
|
40
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$224K
|
+$221K
|
+5,440
|
New
|
|
|
41
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$207K
|
+$204K
|
+5,041
|
New
|
|
|
42
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$167K
|
+$44.6K
|
+1,101
|
+37%
|
|
|
43
|
Allworth Financial
Folsom,
California
|
$140K
|
-$9.28K
|
-229
|
-6%
|
|
|
44
|
Align Wealth Management
Oklahoma City,
Oklahoma
|
$86.5K
|
+$89.9K
|
+2,218
|
New
|
|
|
45
|
TCI Wealth Advisors
Tucson,
Arizona
|
$75.1K
|
+$74K
|
+1,826
|
New
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$72K
|
+$730
|
+18
|
+1%
|
|
|
47
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$66.2K
|
+$37.7K
|
+929
|
+137%
|
|
|
48
|
Annapolis Financial Services
Annapolis,
Maryland
|
$22K
|
+$21.6K
|
+534
|
New
|
|
|
49
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3.14K
|
–
|
–
|
–
|
|
|
50
|
True Wealth Design
Akron,
Ohio
|
$699
|
+$689
|
+17
|
New
|
|
