|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$690K
|
+13,592
|
+6%
|
|
|
27
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$11M
|
+$351K
|
+6,915
|
+3%
|
|
|
28
|
Wolfstich Capital
Medfield,
Massachusetts
|
$10.9M
|
+$3.8M
|
+74,841
|
+54%
|
|
|
29
|
TAGStone Capital
Charlotte,
North Carolina
|
$10.6M
|
-$966K
|
-19,013
|
-8%
|
|
|
30
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.2M
|
+$5.59M
|
+109,970
|
+122%
|
|
|
31
|
New Dimensions Wealth Management
Allen,
Texas
|
$10.1M
|
+$101K
|
+1,993
|
+1%
|
|
|
32
|
Financial Symmetry
Raleigh,
North Carolina
|
$9.82M
|
+$450K
|
+8,858
|
+5%
|
|
|
33
|
Tumwater Wealth Management
Boise,
Idaho
|
$9.82M
|
+$453K
|
+8,913
|
+5%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$9M
|
+$1.24M
|
+24,455
|
+16%
|
|
|
35
|
Wealthspan Partners
Davenport,
Iowa
|
$8.71M
|
+$623K
|
+12,258
|
+8%
|
|
|
36
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$8.54M
|
+$839K
|
+16,520
|
+11%
|
|
|
37
|
Choreo LLC
Rockford,
Illinois
|
$8.48M
|
+$1.08M
|
+21,316
|
+15%
|
|
|
38
|
Ruedi Wealth Management
Champaign,
Illinois
|
$8.34M
|
+$667K
|
+13,141
|
+9%
|
|
|
39
|
Mattern Wealth Management
Lawrence,
Kansas
|
$7.85M
|
+$414K
|
+8,160
|
+6%
|
|
|
40
|
Shore Point Advisors
Brielle,
New Jersey
|
$7.73M
|
+$339K
|
+6,669
|
+4%
|
|
|
41
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$7.69M
|
+$164K
|
+3,225
|
+2%
|
|
|
42
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$7.67M
|
+$573K
|
+11,283
|
+8%
|
|
|
43
|
Tencap Wealth Coaching
South Jordan,
Utah
|
$7.63M
|
+$7.64M
|
+150,331
|
New
|
|
|
44
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$7.26M
|
+$7.26M
|
+142,983
|
New
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.11M
|
+$690K
|
+13,591
|
+11%
|
|
|
46
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.9M
|
+$4.03M
|
+79,267
|
+140%
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
$6.12M
|
+$1.66M
|
+32,719
|
+37%
|
|
|
48
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$5.83M
|
+$290K
|
+5,716
|
+5%
|
|
|
49
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5.6M
|
-$971K
|
-19,124
|
-15%
|
|
|
50
|
|
$5.56M
|
+$326K
|
+6,411
|
+6%
|
|
