|
26
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.1M
|
+$289K
|
+4,737
|
+38%
|
|
|
27
|
MB Generational Wealth
Spokane,
Washington
|
$713K
|
+$55.5K
|
+910
|
+9%
|
|
|
28
|
American Investment Services
Great Barrington,
Massachusetts
|
$670K
|
+$644K
|
+10,554
|
New
|
|
|
29
|
Foster Group
West Des Moines,
Iowa
|
$667K
|
+$96.5K
|
+1,581
|
+18%
|
|
|
30
|
Ruedi Wealth Management
Champaign,
Illinois
|
$632K
|
+$29.1K
|
+477
|
+5%
|
|
|
31
|
Sterling Wealth Management
Champaign,
Illinois
|
$625K
|
+$321K
|
+5,263
|
+115%
|
|
|
32
|
RS Crum Inc
Newport Beach,
California
|
$582K
|
+$610
|
+10
|
+0.1%
|
|
|
33
|
|
$517K
|
+$3.54K
|
+58
|
+0.7%
|
|
|
34
|
Belpointe Asset Management
Reno,
Nevada
|
$505K
|
+$10.6K
|
+174
|
+2%
|
|
|
35
|
Fiduciary Financial Group
San Rafael,
California
|
$498K
|
+$207K
|
+3,390
|
+75%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$465K
|
+$448K
|
+7,334
|
New
|
|
|
37
|
Root Financial Partners
Encinitas,
California
|
$444K
|
+$183
|
+3
|
+0%
|
|
|
38
|
Falcon Wealth Planning
Ontario,
California
|
$442K
|
+$425K
|
+6,965
|
New
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$405K
|
+$13.1K
|
+214
|
+3%
|
|
|
40
|
Mercer Global Advisors
Denver,
Colorado
|
$401K
|
-$18.6K
|
-304
|
-5%
|
|
|
41
|
Blue Trust Inc
Alpharetta,
Georgia
|
$383K
|
+$66.3K
|
+1,086
|
+20%
|
|
|
42
|
SC&H Financial Advisors
Sparks,
Maryland
|
$370K
|
+$26.5K
|
+434
|
+8%
|
|
|
43
|
Beacon Pointe Advisors
Newport Beach,
California
|
$354K
|
-$17.5K
|
-286
|
-5%
|
|
|
44
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$351K
|
+$337K
|
+5,525
|
New
|
|
|
45
|
Total Wealth Planning
Cincinnati,
Ohio
|
$350K
|
-$144K
|
-2,361
|
-30%
|
|
|
46
|
Tidal Investments
Milwaukee,
Wisconsin
|
$342K
|
+$61
|
+1
|
+0%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$337K
|
+$99.2K
|
+1,625
|
+44%
|
|
|
48
|
DecisionPoint Financial
Mesa,
Arizona
|
$324K
|
+$4.88K
|
+80
|
+2%
|
|
|
49
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$320K
|
+$22.2K
|
+363
|
+8%
|
|
|
50
|
Investment Advisory Group
Hanover,
Massachusetts
|
$319K
|
+$61
|
+1
|
+0%
|
|
