|
26
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.9M
|
+$240K
|
+5,359
|
+5%
|
|
|
27
|
Vestment Financial
Chanhassen,
Minnesota
|
$4.57M
|
+$4.94M
|
+110,580
|
New
|
|
|
28
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4.33M
|
-$73.1K
|
-1,634
|
-2%
|
|
|
29
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.32M
|
+$291K
|
+6,520
|
+7%
|
|
|
30
|
Collective Family Office
York,
Pennsylvania
|
$4.32M
|
+$198K
|
+4,427
|
+4%
|
|
|
31
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.88M
|
+$282K
|
+6,297
|
+7%
|
|
|
32
|
|
$3.86M
|
-$1.01M
|
-22,629
|
-20%
|
|
|
33
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$3.85M
|
+$232K
|
+5,181
|
+6%
|
|
|
34
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.52M
|
-$13.5K
|
-303
|
-0.4%
|
|
|
35
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$3.37M
|
+$1.09M
|
+24,281
|
+43%
|
|
|
36
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.22M
|
-$446K
|
-9,970
|
-11%
|
|
|
37
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$3.13M
|
+$88.2K
|
+1,972
|
+3%
|
|
|
38
|
LAM Group
Lake Oswego,
Oregon
|
$3.12M
|
-$409K
|
-9,140
|
-11%
|
|
|
39
|
Parkshore Wealth Management
Granite Bay,
California
|
$3.09M
|
+$3.29M
|
+73,672
|
New
|
|
|
40
|
Red Lighthouse Investment Management
New York
|
$2.95M
|
+$75K
|
+1,678
|
+2%
|
|
|
41
|
Valued Wealth Advisors
Holladay,
Utah
|
$2.94M
|
+$109K
|
+2,446
|
+4%
|
|
|
42
|
Park Avenue Securities
New York
|
$2.87M
|
+$523K
|
+11,709
|
+21%
|
|
|
43
|
Burk Holdings
Tulsa,
Oklahoma
|
$2.63M
|
+$2.8M
|
+62,703
|
New
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$2.56M
|
+$2.73M
|
+61,020
|
New
|
|
|
45
|
Austin Wealth Management
Austin,
Texas
|
$2.49M
|
+$291K
|
+6,505
|
+12%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$2.42M
|
+$79.8K
|
+1,785
|
+3%
|
|
|
47
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.42M
|
+$11.2K
|
+251
|
+0.4%
|
|
|
48
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$2.23M
|
+$19K
|
+424
|
+0.8%
|
|
|
49
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$2.21M
|
+$213K
|
+4,769
|
+10%
|
|
|
50
|
SOL Capital Management
Rockville,
Maryland
|
$2.11M
|
-$88.7K
|
-1,985
|
-4%
|
|
