|
26
|
New Capital Management
Houston,
Texas
|
$11.6M
|
+$19.1K
|
+422
|
+0.2%
|
|
|
27
|
|
$11.5M
|
-$705K
|
-15,595
|
-6%
|
|
|
28
|
Elser Financial Planning
Indianapolis,
Indiana
|
$11.3M
|
+$763K
|
+16,858
|
+7%
|
|
|
29
|
Brighton Jones LLC
Seattle,
Washington
|
$10.9M
|
+$1.3M
|
+28,673
|
+14%
|
|
|
30
|
NWAM LLC
Mercer Island,
Washington
|
$9.84M
|
+$71.9K
|
+1,590
|
+0.8%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$9.65M
|
-$308K
|
-6,799
|
-3%
|
|
|
32
|
SJS Investment Consulting
Sylvania,
Ohio
|
$9.08M
|
-$704K
|
-15,568
|
-7%
|
|
|
33
|
Momentous Wealth Management
Vancouver,
Washington
|
$9.06M
|
+$11.6K
|
+256
|
+0.1%
|
|
|
34
|
Planning Center Inc
Moline,
Illinois
|
$8.71M
|
+$91.3K
|
+2,019
|
+1%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$8.63M
|
+$784K
|
+17,328
|
+10%
|
|
|
36
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$8.51M
|
-$11.3K
|
-250
|
-0.1%
|
|
|
37
|
Wealthspire Advisors (New York)
New York
|
$8.11M
|
+$7.07M
|
+156,346
|
+887%
|
|
|
38
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$7.45M
|
+$1.84M
|
+40,570
|
+34%
|
|
|
39
|
Miracle Mile Advisors
Los Angeles,
California
|
$7.41M
|
+$1.19M
|
+26,406
|
+20%
|
|
|
40
|
Clarity Wealth Development
Corvallis,
Oregon
|
$7.28M
|
+$7.07M
|
+156,216
|
New
|
|
|
41
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7M
|
-$54.2K
|
-1,199
|
-0.8%
|
|
|
42
|
Elevation Wealth Partners
Santa Rosa,
California
|
$6.69M
|
-$30.6K
|
-677
|
-0.5%
|
|
|
43
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$6.65M
|
-$153K
|
-3,384
|
-2%
|
|
|
44
|
RAM Investment Partners
Bellevue,
Washington
|
$6.37M
|
+$361K
|
+7,981
|
+6%
|
|
|
45
|
Donalies Financial Planning
Washington,
District of Columbia
|
$6.2M
|
-$97.3K
|
-2,152
|
-2%
|
|
|
46
|
Vise Technologies
New York
|
$6.11M
|
+$3.37M
|
+74,465
|
+132%
|
|
|
47
|
Root Financial Partners
Encinitas,
California
|
$6.05M
|
+$705K
|
+15,591
|
+14%
|
|
|
48
|
Brown Advisory
Baltimore,
Maryland
|
$6.02M
|
+$313K
|
+6,929
|
+6%
|
|
|
49
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$5.78M
|
-$5.47K
|
-121
|
-0.1%
|
|
|
50
|
Foster Group
West Des Moines,
Iowa
|
$5.39M
|
-$100K
|
-2,214
|
-2%
|
|
