|
26
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.1M
|
+$590K
|
+12,266
|
+6%
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.53M
|
+$300K
|
+6,240
|
+3%
|
|
|
28
|
Maryland Capital Advisors
Chester,
Maryland
|
$9.04M
|
+$271K
|
+5,632
|
+3%
|
|
|
29
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.98M
|
+$1.29M
|
+26,849
|
+17%
|
|
|
30
|
Vested Financial Planning
San Carlos,
California
|
$8.92M
|
+$8.99M
|
+186,803
|
New
|
|
|
31
|
Vestment Financial
Chanhassen,
Minnesota
|
$8.84M
|
+$8.9M
|
+184,963
|
New
|
|
|
32
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$8.77M
|
-$299K
|
-6,223
|
-3%
|
|
|
33
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.48M
|
-$412K
|
-8,564
|
-5%
|
|
|
34
|
West Financial Advisors
Des Moines,
Iowa
|
$8.27M
|
-$530K
|
-11,019
|
-6%
|
|
|
35
|
David Wealth Management
Fairfax,
Virginia
|
$7.95M
|
+$8.01M
|
+166,489
|
New
|
|
|
36
|
Collective Family Office
York,
Pennsylvania
|
$7.9M
|
+$376K
|
+7,806
|
+5%
|
|
|
37
|
EntreWealth
Austin,
Texas
|
$6.83M
|
+$6.77M
|
+140,593
|
New
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.56M
|
+$287K
|
+5,963
|
+5%
|
|
|
39
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$5.54M
|
+$2.59M
|
+53,801
|
+87%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$5.35M
|
-$876K
|
-18,205
|
-14%
|
|
|
41
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.87M
|
-$448K
|
-9,303
|
-8%
|
|
|
42
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$4.67M
|
+$72.7K
|
+1,511
|
+2%
|
|
|
43
|
United Wealth Management
Charlottesville,
Virginia
|
$4.6M
|
+$4.63M
|
+96,271
|
New
|
|
|
44
|
Evanson Asset Management
Carmel,
California
|
$4.58M
|
+$3.56K
|
+74
|
+0.1%
|
|
|
45
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$4.52M
|
-$244K
|
-5,069
|
-5%
|
|
|
46
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.42M
|
+$68.4K
|
+1,422
|
+2%
|
|
|
47
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.31M
|
-$27.2K
|
-566
|
-0.6%
|
|
|
48
|
Core Wealth Management
Jupiter,
Florida
|
$4.3M
|
+$195K
|
+4,049
|
+5%
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$4.21M
|
-$348K
|
-7,237
|
-8%
|
|
|
50
|
|
$4.07M
|
-$268K
|
-5,560
|
-6%
|
|
