|
26
|
Northwest Wealth Management
Spencer,
Iowa
|
$4.88M
|
-$78.3K
|
-3,569
|
-2%
|
|
|
27
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$4.4M
|
+$1.67M
|
+76,293
|
+65%
|
|
|
28
|
RB Capital Management
Reno,
Nevada
|
$3.8M
|
+$133K
|
+6,070
|
+4%
|
|
|
29
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$3.73M
|
+$600K
|
+27,334
|
+20%
|
|
|
30
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$3.43M
|
-$73K
|
-3,329
|
-2%
|
|
|
31
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$3.33M
|
+$3.23M
|
+147,044
|
New
|
|
|
32
|
Bayshore Asset Management
Coral Gables,
Florida
|
$3.17M
|
-$21.5K
|
-982
|
-0.7%
|
|
|
33
|
Park Avenue Securities
New York
|
$3.11M
|
+$4.61K
|
+210
|
+0.2%
|
|
|
34
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.85M
|
–
|
–
|
–
|
|
|
35
|
IFG Advisors
St. Louis,
Missouri
|
$2.69M
|
+$14K
|
+637
|
+0.5%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$118K
|
+5,381
|
+5%
|
|
|
37
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.41M
|
+$73.1K
|
+3,334
|
+3%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.28M
|
-$74.3K
|
-3,388
|
-3%
|
|
|
39
|
Curi RMB Capital
Chicago,
Illinois
|
$2.09M
|
–
|
–
|
–
|
|
|
40
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.05M
|
+$1.99M
|
+90,597
|
New
|
|
|
41
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.86M
|
-$20.4K
|
-932
|
-1%
|
|
|
42
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.72M
|
–
|
–
|
–
|
|
|
43
|
IEQ Capital
Foster City,
California
|
$1.64M
|
–
|
–
|
–
|
|
|
44
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.6M
|
–
|
–
|
–
|
|
|
45
|
PFG Private Wealth Management
Lutz,
Florida
|
$1.6M
|
+$1.55M
|
+70,824
|
New
|
|
|
46
|
Two Sigma Investments
New York
|
$1.28M
|
+$1.24M
|
+56,300
|
New
|
|
|
47
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.24M
|
–
|
–
|
–
|
|
|
48
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.2M
|
–
|
–
|
–
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.17M
|
–
|
–
|
–
|
|
|
50
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
