|
26
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$12.3M
|
+$12.3M
|
+259,734
|
New
|
|
|
27
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.7M
|
-$243K
|
-5,135
|
-2%
|
|
|
28
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$11.1M
|
+$10.5M
|
+221,620
|
+1,713%
|
|
|
29
|
Vestment Financial
Chanhassen,
Minnesota
|
$10.8M
|
+$1.1M
|
+23,322
|
+11%
|
|
|
30
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$10.3M
|
-$2.61M
|
-55,127
|
-20%
|
|
|
31
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.3M
|
-$931K
|
-19,711
|
-8%
|
|
|
32
|
West Financial Advisors
Des Moines,
Iowa
|
$8.89M
|
+$182K
|
+3,844
|
+2%
|
|
|
33
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.82M
|
-$491K
|
-10,384
|
-5%
|
|
|
34
|
Vested Financial Planning
San Carlos,
California
|
$8.81M
|
+$139K
|
+2,945
|
+2%
|
|
|
35
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$8.37M
|
-$73.8K
|
-1,562
|
-0.9%
|
|
|
36
|
David Wealth Management
Fairfax,
Virginia
|
$8.19M
|
-$22.6K
|
-479
|
-0.3%
|
|
|
37
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.96M
|
-$252K
|
-5,328
|
-3%
|
|
|
38
|
Plancorp LLC
Saint Louis,
Missouri
|
$7.79M
|
+$4.76M
|
+100,705
|
+159%
|
|
|
39
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$7.43M
|
+$5.51M
|
+116,646
|
+291%
|
|
|
40
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$7.42M
|
+$2.71M
|
+57,303
|
+58%
|
|
|
41
|
Outbound Financial Inc
Boulder,
Colorado
|
$7.22M
|
+$7.19M
|
+152,235
|
New
|
|
|
42
|
Collective Family Office
York,
Pennsylvania
|
$6.6M
|
-$721K
|
-15,262
|
-10%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.34M
|
+$110K
|
+2,324
|
+2%
|
|
|
44
|
Maryland Capital Advisors
Chester,
Maryland
|
$6.01M
|
-$2.66M
|
-56,197
|
-31%
|
|
|
45
|
EntreWealth
Austin,
Texas
|
$5.86M
|
-$1.68M
|
-35,629
|
-22%
|
|
|
46
|
Dopkins Wealth Management
Williamsville,
New York
|
$5.65M
|
+$1.97M
|
+41,708
|
+54%
|
|
|
47
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$5.64M
|
+$1.1M
|
+23,373
|
+24%
|
|
|
48
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$5.49M
|
-$272K
|
-5,756
|
-5%
|
|
|
49
|
Core Wealth Management
Jupiter,
Florida
|
$5.22M
|
-$360K
|
-7,610
|
-6%
|
|
|
50
|
United Wealth Management
Charlottesville,
Virginia
|
$5.1M
|
+$374K
|
+7,911
|
+8%
|
|
