|
26
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.56M
|
+$85K
|
+1,780
|
+6%
|
|
|
27
|
Wealthfront Advisers
Palo Alto,
California
|
$1.37M
|
+$182K
|
+3,809
|
+15%
|
|
|
28
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.27M
|
+$66.7K
|
+1,398
|
+6%
|
|
|
29
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.24M
|
+$83.6K
|
+1,751
|
+7%
|
|
|
30
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.04M
|
+$59.3K
|
+1,242
|
+6%
|
|
|
31
|
Falcon Wealth Planning
Ontario,
California
|
$1.01M
|
+$266K
|
+5,562
|
+36%
|
|
|
32
|
NewEdge Advisors
New Orleans,
Louisiana
|
$997K
|
+$457K
|
+9,582
|
+86%
|
|
|
33
|
Brio Consultants
San Francisco,
California
|
$956K
|
+$85.2K
|
+1,785
|
+10%
|
|
|
34
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$919K
|
–
|
–
|
–
|
|
|
35
|
Franklin Resources
San Mateo,
California
|
$893K
|
+$9.31K
|
+195
|
+1%
|
|
|
36
|
Omega Financial Group
Santa Barbara,
California
|
$891K
|
+$21.3K
|
+447
|
+2%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$865K
|
+$212K
|
+4,431
|
+33%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$839K
|
-$139K
|
-2,902
|
-14%
|
|
|
39
|
Atomi Financial Group
New York
|
$827K
|
+$190K
|
+3,978
|
+30%
|
|
|
40
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$825K
|
+$226K
|
+4,733
|
+38%
|
|
|
41
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$811K
|
-$179K
|
-3,753
|
-18%
|
|
|
42
|
Blue Barn Wealth
Orem,
Utah
|
$801K
|
-$217K
|
-4,555
|
-21%
|
|
|
43
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$794K
|
+$39.6K
|
+829
|
+5%
|
|
|
44
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$760K
|
-$55.7K
|
-1,166
|
-7%
|
|
|
45
|
Savant Capital
Rockford,
Illinois
|
$760K
|
+$754K
|
+15,784
|
New
|
|
|
46
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$715K
|
+$7.78K
|
+163
|
+1%
|
|
|
47
|
Aprio Wealth Management
Atlanta,
Georgia
|
$681K
|
+$4.87K
|
+102
|
+0.7%
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$679K
|
+$35K
|
+734
|
+5%
|
|
|
49
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$675K
|
–
|
–
|
–
|
|
|
50
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$634K
|
+$47.9K
|
+1,004
|
+8%
|
|
