|
26
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.07M
|
+$1.03M
|
+22,618
|
New
|
|
|
27
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.04M
|
+$63.7K
|
+1,400
|
+7%
|
|
|
28
|
Advisory Services Network
Atlanta,
Georgia
|
$990K
|
-$178K
|
-3,916
|
-16%
|
|
|
29
|
Blue Barn Wealth
Orem,
Utah
|
$905K
|
-$455
|
-10
|
-0.1%
|
|
|
30
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$897K
|
+$45.1K
|
+991
|
+6%
|
|
|
31
|
Berger Financial Group
Plymouth,
Minnesota
|
$818K
|
-$333K
|
-7,318
|
-30%
|
|
|
32
|
Franklin Resources
San Mateo,
California
|
$818K
|
+$10K
|
+220
|
+1%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$785K
|
-$42.5K
|
-934
|
-5%
|
|
|
34
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$784K
|
-$99.1K
|
-2,177
|
-12%
|
|
|
35
|
Vontobel Holding
Zurich,
Switzerland
|
$751K
|
+$22.8K
|
+502
|
+3%
|
|
|
36
|
Better Money Decisions
Santa Fe,
New Mexico
|
$738K
|
-$55.6K
|
-1,222
|
-7%
|
|
|
37
|
Wealthfront Advisers
Palo Alto,
California
|
$712K
|
+$55.8K
|
+1,226
|
+9%
|
|
|
38
|
Carr Financial Group
Worcester,
Massachusetts
|
$690K
|
–
|
–
|
–
|
|
|
39
|
Omega Financial Group
Santa Barbara,
California
|
$685K
|
-$43.8K
|
-962
|
-6%
|
|
|
40
|
Plum Street Advisors
New Orleans,
Louisiana
|
$677K
|
+$652K
|
+14,329
|
New
|
|
|
41
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$629K
|
+$607K
|
+13,326
|
New
|
|
|
42
|
Atria Wealth Solutions
New York
|
$596K
|
-$17.3K
|
-379
|
-3%
|
|
|
43
|
Retirement Capital Strategies
San Jose,
California
|
$595K
|
-$9.1K
|
-200
|
-2%
|
|
|
44
|
Brio Consultants
San Francisco,
California
|
$575K
|
+$107K
|
+2,359
|
+24%
|
|
|
45
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$575K
|
+$75.1K
|
+1,651
|
+16%
|
|
|
46
|
Lido Advisors
Los Angeles,
California
|
$562K
|
-$158K
|
-3,466
|
-23%
|
|
|
47
|
Aprio Wealth Management
Atlanta,
Georgia
|
$553K
|
+$21.4K
|
+470
|
+4%
|
|
|
48
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$500K
|
–
|
–
|
–
|
|
|
49
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$491K
|
-$140K
|
-3,085
|
-23%
|
|
|
50
|
PrairieView Partners
St. Paul,
Minnesota
|
$479K
|
-$40.1K
|
-882
|
-8%
|
|
