|
26
|
Vestment Financial
Chanhassen,
Minnesota
|
$5.16M
|
+$373K
|
+8,715
|
+8%
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.04M
|
-$173K
|
-4,028
|
-3%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$4.96M
|
+$2.33M
|
+54,344
|
+89%
|
|
|
29
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.91M
|
+$475K
|
+11,078
|
+11%
|
|
|
30
|
Collective Family Office
York,
Pennsylvania
|
$4.74M
|
+$311K
|
+7,251
|
+7%
|
|
|
31
|
LAM Group
Lake Oswego,
Oregon
|
$4.53M
|
+$1.32M
|
+30,840
|
+41%
|
|
|
32
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$4.48M
|
+$1.02M
|
+23,782
|
+30%
|
|
|
33
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4.42M
|
-$18K
|
-420
|
-0.4%
|
|
|
34
|
Simplicity Wealth
Summit,
New Jersey
|
$4.18M
|
+$4.17M
|
+97,275
|
New
|
|
|
35
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$4.18M
|
+$232K
|
+5,403
|
+6%
|
|
|
36
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.12M
|
+$19.3K
|
+450
|
+0.5%
|
|
|
37
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.7M
|
+$3.69M
|
+86,021
|
New
|
|
|
38
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.6M
|
-$8.05K
|
-188
|
-0.2%
|
|
|
39
|
Park Avenue Securities
New York
|
$3.34M
|
+$394K
|
+9,207
|
+13%
|
|
|
40
|
Red Lighthouse Investment Management
New York
|
$3.33M
|
+$365K
|
+8,519
|
+12%
|
|
|
41
|
Valued Wealth Advisors
Holladay,
Utah
|
$3.29M
|
+$270K
|
+6,305
|
+9%
|
|
|
42
|
Austin Wealth Management
Austin,
Texas
|
$3.16M
|
+$640K
|
+14,933
|
+25%
|
|
|
43
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$3.03M
|
-$183K
|
-4,262
|
-6%
|
|
|
44
|
Aprio Wealth Management
Atlanta,
Georgia
|
$3.03M
|
-$275K
|
-6,409
|
-8%
|
|
|
45
|
Parkshore Wealth Management
Granite Bay,
California
|
$3.02M
|
-$153K
|
-3,569
|
-5%
|
|
|
46
|
Burk Holdings
Tulsa,
Oklahoma
|
$2.74M
|
+$38.4K
|
+897
|
+1%
|
|
|
47
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$2.64M
|
+$364K
|
+8,497
|
+16%
|
|
|
48
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.5M
|
+$19.5K
|
+454
|
+0.8%
|
|
|
49
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.46M
|
+$1.21M
|
+28,270
|
+98%
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$2.33M
|
-$161K
|
-3,768
|
-7%
|
|
