|
26
|
Sterling Financial Planning
Sparta,
New Jersey
|
$4.28M
|
+$609K
|
+14,625
|
+17%
|
|
|
27
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$4.23M
|
+$1.2M
|
+28,835
|
+41%
|
|
|
28
|
Krilogy Financial
St. Louis,
Missouri
|
$3.9M
|
+$165K
|
+3,966
|
+4%
|
|
|
29
|
Forum Financial Management
Lombard,
Illinois
|
$3.48M
|
-$4.54K
|
-109
|
-0.1%
|
|
|
30
|
Klingman & Associates
New York
|
$3.46M
|
-$82.9K
|
-1,989
|
-2%
|
|
|
31
|
AWM Capital
Phoenix,
Arizona
|
$3.23M
|
+$467K
|
+11,221
|
+17%
|
|
|
32
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.04M
|
-$535K
|
-12,840
|
-15%
|
|
|
33
|
Saxony Capital Management
St. Louis,
Missouri
|
$2.84M
|
-$33.2K
|
-796
|
-1%
|
|
|
34
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$2.03M
|
+$23.5K
|
+564
|
+1%
|
|
|
35
|
Root Financial Partners
Encinitas,
California
|
$2.03M
|
-$456K
|
-10,954
|
-19%
|
|
|
36
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.92M
|
-$9K
|
-216
|
-0.5%
|
|
|
37
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$1.92M
|
+$186K
|
+4,468
|
+11%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
+$52.6K
|
+1,262
|
+3%
|
|
|
39
|
Shearwater Capital
Denver,
Colorado
|
$1.61M
|
+$71K
|
+1,704
|
+5%
|
|
|
40
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.56M
|
+$3.42K
|
+82
|
+0.2%
|
|
|
41
|
SageView Advisory Group
Newport Beach,
California
|
$1.55M
|
+$1.52M
|
+36,550
|
New
|
|
|
42
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.51M
|
+$34.3K
|
+824
|
+2%
|
|
|
43
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.44M
|
+$1.42M
|
+34,153
|
New
|
|
|
44
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1.44M
|
+$68.5K
|
+1,644
|
+5%
|
|
|
45
|
|
$1.43M
|
+$1.41M
|
+33,912
|
New
|
|
|
46
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.36M
|
-$654K
|
-15,699
|
-33%
|
|
|
47
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.36M
|
-$29.7K
|
-712
|
-2%
|
|
|
48
|
Equitable Holdings
New York
|
$1.34M
|
+$268K
|
+6,431
|
+26%
|
|
|
49
|
NWAM LLC
Mercer Island,
Washington
|
$1.28M
|
+$1.26M
|
+30,192
|
New
|
|
|
50
|
Allworth Financial
Folsom,
California
|
$1.18M
|
-$110K
|
-2,650
|
-9%
|
|
