|
26
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.9M
|
+$857K
|
+17,893
|
+8%
|
|
|
27
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$11.2M
|
+$2.3M
|
+48,112
|
+26%
|
|
|
28
|
Vestment Financial
Chanhassen,
Minnesota
|
$9.75M
|
+$940K
|
+19,622
|
+11%
|
|
|
29
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.34M
|
-$152K
|
-3,164
|
-2%
|
|
|
30
|
West Financial Advisors
Des Moines,
Iowa
|
$8.74M
|
+$506K
|
+10,562
|
+6%
|
|
|
31
|
Maryland Capital Advisors
Chester,
Maryland
|
$8.7M
|
-$297K
|
-6,207
|
-3%
|
|
|
32
|
Vested Financial Planning
San Carlos,
California
|
$8.7M
|
-$191K
|
-3,980
|
-2%
|
|
|
33
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$8.47M
|
-$271K
|
-5,664
|
-3%
|
|
|
34
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.24M
|
-$201K
|
-4,194
|
-2%
|
|
|
35
|
David Wealth Management
Fairfax,
Virginia
|
$8.23M
|
+$316K
|
+6,590
|
+4%
|
|
|
36
|
EntreWealth
Austin,
Texas
|
$7.57M
|
+$887K
|
+18,520
|
+13%
|
|
|
37
|
Collective Family Office
York,
Pennsylvania
|
$7.34M
|
-$526K
|
-10,980
|
-7%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.24M
|
+$2.93M
|
+61,253
|
+88%
|
|
|
39
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$5.78M
|
+$260K
|
+5,422
|
+5%
|
|
|
40
|
Core Wealth Management
Jupiter,
Florida
|
$5.6M
|
+$1.33M
|
+27,811
|
+31%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.58M
|
+$45.6K
|
+953
|
+0.8%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$5.25M
|
-$81.3K
|
-1,698
|
-2%
|
|
|
43
|
Citrine Capital
San Francisco,
California
|
$5.08M
|
+$2.64M
|
+55,092
|
+107%
|
|
|
44
|
United Wealth Management
Charlottesville,
Virginia
|
$4.74M
|
+$165K
|
+3,443
|
+4%
|
|
|
45
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$4.71M
|
+$67.7K
|
+1,413
|
+1%
|
|
|
46
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$4.55M
|
+$2.61M
|
+54,579
|
+133%
|
|
|
47
|
|
$4.42M
|
+$371K
|
+7,742
|
+9%
|
|
|
48
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$4.42M
|
-$81.6K
|
-1,705
|
-2%
|
|
|
49
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.26M
|
-$145K
|
-3,032
|
-3%
|
|
|
50
|
Evanson Asset Management
Carmel,
California
|
$4.03M
|
-$528K
|
-11,022
|
-12%
|
|
