|
26
|
David Wealth Management
Fairfax,
Virginia
|
$6.36M
|
+$383K
|
+9,216
|
+6%
|
|
|
27
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$5.7M
|
+$272K
|
+6,546
|
+5%
|
|
|
28
|
Sterling Financial Planning
Sparta,
New Jersey
|
$5.54M
|
+$315K
|
+7,588
|
+6%
|
|
|
29
|
Vestment Financial
Chanhassen,
Minnesota
|
$5.45M
|
+$290K
|
+6,970
|
+6%
|
|
|
30
|
|
$4.96M
|
–
|
–
|
–
|
|
|
31
|
Krilogy Financial
St. Louis,
Missouri
|
$4.37M
|
+$69.9K
|
+1,682
|
+2%
|
|
|
32
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$4.11M
|
-$1.59M
|
-38,365
|
-28%
|
|
|
33
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$4.05M
|
+$576K
|
+13,852
|
+17%
|
|
|
34
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$3.83M
|
-$108K
|
-2,595
|
-3%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.52M
|
+$2.73M
|
+65,688
|
+354%
|
|
|
36
|
Forum Financial Management
Lombard,
Illinois
|
$3.48M
|
-$110K
|
-2,640
|
-3%
|
|
|
37
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.43M
|
+$15.5K
|
+373
|
+0.5%
|
|
|
38
|
AWM Capital
Phoenix,
Arizona
|
$3.28M
|
+$40.6K
|
+977
|
+1%
|
|
|
39
|
AssetMark Inc
Concord,
California
|
$3.07M
|
+$3.05M
|
+73,475
|
New
|
|
|
40
|
Park Avenue Securities
New York
|
$2.87M
|
+$2.86M
|
+68,750
|
New
|
|
|
41
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$2.68M
|
+$349K
|
+8,404
|
+15%
|
|
|
42
|
EntreWealth
Austin,
Texas
|
$2.57M
|
+$558K
|
+13,414
|
+28%
|
|
|
43
|
Binnacle Investments
Urbandale,
Iowa
|
$2.3M
|
+$104K
|
+2,502
|
+5%
|
|
|
44
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.16M
|
+$2.15M
|
+51,707
|
New
|
|
|
45
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.05M
|
+$8.02K
|
+193
|
+0.4%
|
|
|
46
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$2.01M
|
+$118K
|
+2,838
|
+6%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.93M
|
-$317K
|
-7,628
|
-14%
|
|
|
48
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.82M
|
-$130K
|
-3,137
|
-7%
|
|
|
49
|
Saxony Capital Management
St. Louis,
Missouri
|
$1.74M
|
-$476K
|
-11,453
|
-22%
|
|
|
50
|
NWAM LLC
Mercer Island,
Washington
|
$1.71M
|
+$52K
|
+1,252
|
+3%
|
|
