|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.2M
|
+$586K
|
+10,638
|
+4%
|
|
|
27
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$14.7M
|
+$981K
|
+17,815
|
+7%
|
|
|
28
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$14.6M
|
+$1.6M
|
+29,102
|
+12%
|
|
|
29
|
Outbound Financial Inc
Boulder,
Colorado
|
$14.5M
|
+$1.22M
|
+22,134
|
+9%
|
|
|
30
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$13.4M
|
+$1.26M
|
+22,839
|
+10%
|
|
|
31
|
|
$13.1M
|
+$9.13M
|
+165,774
|
+217%
|
|
|
32
|
Allworth Financial
Folsom,
California
|
$11.4M
|
+$6.25M
|
+113,536
|
+117%
|
|
|
33
|
Wheels Up Wealth
Benicia,
California
|
$11.3M
|
+$11.5M
|
+209,179
|
New
|
|
|
34
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.2M
|
-$646K
|
-11,739
|
-6%
|
|
|
35
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.82M
|
+$9.6M
|
+174,338
|
+2,369%
|
|
|
36
|
GeoWealth Management
Chicago,
Illinois
|
$9.72M
|
+$379K
|
+6,881
|
+4%
|
|
|
37
|
Archer Investment Management
Austin,
Texas
|
$9.52M
|
-$5.21M
|
-94,656
|
-35%
|
|
|
38
|
Stolz & Associates
Tacoma,
Washington
|
$8.97M
|
+$9.13M
|
+165,930
|
New
|
|
|
39
|
Gradient Capital Advisors
San Diego,
California
|
$8.89M
|
+$4.39M
|
+79,779
|
+94%
|
|
|
40
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$8.63M
|
-$109K
|
-1,973
|
-1%
|
|
|
41
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$8.47M
|
+$1.85M
|
+33,541
|
+27%
|
|
|
42
|
Pandowealth
Peachtree City,
Georgia
|
$8.39M
|
+$8.54M
|
+155,196
|
New
|
|
|
43
|
Archford Capital Strategies
Swansea,
Illinois
|
$8.19M
|
+$506K
|
+9,192
|
+6%
|
|
|
44
|
Signature Resources Capital Management
Newport Beach,
California
|
$7.75M
|
+$301K
|
+5,466
|
+4%
|
|
|
45
|
|
$7.67M
|
+$1.02M
|
+18,619
|
+15%
|
|
|
46
|
Kings Path Partners
Sugar Land,
Texas
|
$7.51M
|
+$1.48M
|
+26,942
|
+24%
|
|
|
47
|
Savant Capital
Rockford,
Illinois
|
$7.3M
|
+$6.42M
|
+116,693
|
+636%
|
|
|
48
|
Kestra Advisory Services
Austin,
Texas
|
$7.28M
|
+$1.88M
|
+34,093
|
+34%
|
|
|
49
|
Park Avenue Securities
New York
|
$7.18M
|
+$663K
|
+12,041
|
+10%
|
|
|
50
|
Meredith Wealth Planning
Maryville,
Illinois
|
$7.14M
|
+$2.16M
|
+39,238
|
+42%
|
|
