|
26
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$4.36M
|
+$1.58M
|
+82,863
|
+63%
|
|
|
27
|
Kraft Asset Management
Nashville,
Tennessee
|
$3.33M
|
-$649K
|
-33,986
|
-17%
|
|
|
28
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$3.32M
|
-$29.4K
|
-1,541
|
-1%
|
|
|
29
|
RB Capital Management
Reno,
Nevada
|
$3.3M
|
+$314K
|
+16,418
|
+11%
|
|
|
30
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.87M
|
+$89.7K
|
+4,698
|
+3%
|
|
|
31
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$2.8M
|
+$469K
|
+24,573
|
+22%
|
|
|
32
|
Park Avenue Securities
New York
|
$2.79M
|
+$2.62M
|
+137,043
|
New
|
|
|
33
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.57M
|
–
|
–
|
–
|
|
|
34
|
IFG Advisors
St. Louis,
Missouri
|
$2.41M
|
–
|
–
|
–
|
|
|
35
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$2.41M
|
+$24.1K
|
+1,262
|
+1%
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.12M
|
-$225K
|
-11,784
|
-10%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$2.1M
|
+$35.1K
|
+1,836
|
+2%
|
|
|
38
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.1M
|
+$122K
|
+6,401
|
+7%
|
|
|
39
|
Curi RMB Capital
Chicago,
Illinois
|
$1.88M
|
+$1.76M
|
+92,206
|
New
|
|
|
40
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.69M
|
-$450K
|
-23,573
|
-22%
|
|
|
41
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.55M
|
–
|
–
|
–
|
|
|
42
|
IEQ Capital
Foster City,
California
|
$1.48M
|
+$1.39M
|
+72,529
|
New
|
|
|
43
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.44M
|
+$14K
|
+733
|
+1%
|
|
|
44
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.13M
|
–
|
–
|
–
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.11M
|
+$989K
|
+51,758
|
New
|
|
|
46
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.1M
|
–
|
–
|
–
|
|
|
47
|
Ballentine Partners
Waltham,
Massachusetts
|
$1M
|
–
|
–
|
–
|
|
|
48
|
Symmetry Partners
Glastonbury,
Connecticut
|
$915K
|
–
|
–
|
–
|
|
|
49
|
Krilogy Financial
St. Louis,
Missouri
|
$881K
|
–
|
–
|
–
|
|
|
50
|
Savant Capital
Rockford,
Illinois
|
$841K
|
-$44.7K
|
-2,341
|
-5%
|
|
