|
26
|
New Capital Management
Houston,
Texas
|
$10.2M
|
-$814K
|
-18,827
|
-7%
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.41M
|
+$566K
|
+13,091
|
+6%
|
|
|
28
|
Elser Financial Planning
Indianapolis,
Indiana
|
$9.28M
|
+$9.77M
|
+226,039
|
New
|
|
|
29
|
SJS Investment Consulting
Sylvania,
Ohio
|
$8.64M
|
-$18.8K
|
-435
|
-0.2%
|
|
|
30
|
NWAM LLC
Mercer Island,
Washington
|
$8.6M
|
+$135K
|
+3,115
|
+2%
|
|
|
31
|
Brighton Jones LLC
Seattle,
Washington
|
$8.41M
|
+$163K
|
+3,766
|
+2%
|
|
|
32
|
Momentous Wealth Management
Vancouver,
Washington
|
$7.97M
|
+$422K
|
+9,767
|
+5%
|
|
|
33
|
Planning Center Inc
Moline,
Illinois
|
$7.59M
|
+$90K
|
+2,081
|
+1%
|
|
|
34
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$7.51M
|
-$323K
|
-7,479
|
-4%
|
|
|
35
|
Corient Private Wealth
Miami,
Florida
|
$7.29M
|
+$1.95M
|
+45,049
|
+27%
|
|
|
36
|
|
$6.91M
|
+$648K
|
+14,999
|
+10%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$6.89M
|
+$909K
|
+21,019
|
+14%
|
|
|
38
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.22M
|
+$2.81K
|
+65
|
+0%
|
|
|
39
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$6M
|
+$601K
|
+13,904
|
+11%
|
|
|
40
|
Elevation Wealth Partners
Santa Rosa,
California
|
$5.92M
|
+$15.3K
|
+355
|
+0.2%
|
|
|
41
|
Donalies Financial Planning
Washington,
District of Columbia
|
$5.55M
|
-$1.56K
|
-36
|
-0%
|
|
|
42
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.45M
|
-$446K
|
-10,305
|
-7%
|
|
|
43
|
RAM Investment Partners
Bellevue,
Washington
|
$5.28M
|
+$325K
|
+7,511
|
+6%
|
|
|
44
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.26M
|
+$1.38K
|
+32
|
+0%
|
|
|
45
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$5.1M
|
+$12.6K
|
+291
|
+0.2%
|
|
|
46
|
Brown Advisory
Baltimore,
Maryland
|
$5.02M
|
+$3.64M
|
+84,092
|
+221%
|
|
|
47
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$4.89M
|
+$839K
|
+19,418
|
+19%
|
|
|
48
|
Foster Group
West Des Moines,
Iowa
|
$4.84M
|
+$33.6K
|
+777
|
+0.7%
|
|
|
49
|
Aspen Capital Management
Boise,
Idaho
|
$4.7M
|
-$199K
|
-4,595
|
-4%
|
|
|
50
|
Root Financial Partners
Encinitas,
California
|
$4.69M
|
+$2.5M
|
+57,862
|
+103%
|
|
