|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15M
|
+$14.8M
|
+270,282
|
New
|
|
|
27
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$14.1M
|
+$386K
|
+7,040
|
+3%
|
|
|
28
|
Quantum Financial Advisors
El Segundo,
California
|
$13.8M
|
+$2.59M
|
+47,224
|
+23%
|
|
|
29
|
Outbound Financial Inc
Boulder,
Colorado
|
$13.7M
|
+$803K
|
+14,632
|
+6%
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$13.6M
|
+$12.3M
|
+223,338
|
+1,078%
|
|
|
31
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$13.4M
|
+$1.06M
|
+19,309
|
+9%
|
|
|
32
|
Wealth Advisors Northwest
Portland,
Oregon
|
$12.9M
|
+$1.78M
|
+32,416
|
+16%
|
|
|
33
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.6M
|
+$12.4M
|
+225,878
|
New
|
|
|
34
|
Modera Wealth Management
Westwood,
New Jersey
|
$11.1M
|
-$214K
|
-3,902
|
-2%
|
|
|
35
|
GeoWealth Management
Chicago,
Illinois
|
$9.6M
|
+$846K
|
+15,411
|
+10%
|
|
|
36
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$8.98M
|
+$167K
|
+3,035
|
+2%
|
|
|
37
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.55M
|
+$2.3M
|
+41,942
|
+37%
|
|
|
38
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.9M
|
+$7.8M
|
+142,203
|
New
|
|
|
39
|
Signature Resources Capital Management
Newport Beach,
California
|
$7.66M
|
+$43.6K
|
+795
|
+0.6%
|
|
|
40
|
|
$6.85M
|
+$1,000K
|
+18,221
|
+17%
|
|
|
41
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$6.84M
|
+$507K
|
+9,239
|
+8%
|
|
|
42
|
Park Avenue Securities
New York
|
$6.71M
|
+$6.63M
|
+120,766
|
New
|
|
|
43
|
Kings Path Partners
Sugar Land,
Texas
|
$6.22M
|
+$817K
|
+14,894
|
+15%
|
|
|
44
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$6.17M
|
+$522K
|
+9,513
|
+9%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$6.07M
|
+$112K
|
+2,039
|
+2%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$5.59M
|
+$869K
|
+15,847
|
+19%
|
|
|
47
|
Allworth Financial
Folsom,
California
|
$5.4M
|
+$5.33M
|
+97,212
|
New
|
|
|
48
|
Meredith Wealth Planning
Maryville,
Illinois
|
$5.16M
|
+$1.17M
|
+21,331
|
+30%
|
|
|
49
|
One Degree Advisors
San Diego,
California
|
$4.87M
|
+$576K
|
+10,493
|
+14%
|
|
|
50
|
Gradient Capital Advisors
San Diego,
California
|
$4.7M
|
+$3.94M
|
+71,733
|
+559%
|
|
