|
26
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.74M
|
+$141K
|
+4,371
|
+4%
|
|
|
27
|
|
$3.2M
|
-$168K
|
-5,228
|
-5%
|
|
|
28
|
Ackerman Capital Advisors
Dallas,
Texas
|
$3.07M
|
-$67.8K
|
-2,103
|
-2%
|
|
|
29
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$2.81M
|
-$222K
|
-6,898
|
-8%
|
|
|
30
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.43M
|
-$722K
|
-22,420
|
-23%
|
|
|
31
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$2.16M
|
-$129K
|
-4,017
|
-6%
|
|
|
32
|
Wade Financial Advisory
Campbell,
California
|
$2.15M
|
+$2.08M
|
+64,691
|
New
|
|
|
33
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.05M
|
-$56.8K
|
-1,764
|
-3%
|
|
|
34
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.98M
|
+$280K
|
+8,678
|
+17%
|
|
|
35
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.93M
|
+$1.84K
|
+57
|
+0.1%
|
|
|
36
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.83M
|
+$191K
|
+5,914
|
+12%
|
|
|
37
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.82M
|
+$1.9K
|
+59
|
+0.1%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
+$28.1K
|
+872
|
+2%
|
|
|
39
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.5M
|
+$1.46M
|
+45,164
|
New
|
|
|
40
|
Equitable Holdings
New York
|
$1.29M
|
+$1.25M
|
+38,735
|
New
|
|
|
41
|
Asset Dedication LLC
San Francisco,
California
|
$1.08M
|
+$121K
|
+3,770
|
+13%
|
|
|
42
|
361 Capital
Denver,
Colorado
|
$1.07M
|
+$89K
|
+2,763
|
+9%
|
|
|
43
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$1.02M
|
+$29.8K
|
+926
|
+3%
|
|
|
44
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.01M
|
-$19K
|
-589
|
-2%
|
|
|
45
|
Managed Account Services
Coconut Grove,
Florida
|
$963K
|
+$421K
|
+13,063
|
+81%
|
|
|
46
|
Lutz Financial Services
Omaha,
Nebraska
|
$946K
|
+$6.15K
|
+191
|
+0.7%
|
|
|
47
|
Shilanski & Associates
Anchorage,
Alaska
|
$931K
|
+$40.3K
|
+1,251
|
+5%
|
|
|
48
|
EPIQ Capital Group
San Francisco,
California
|
$923K
|
+$894K
|
+27,753
|
New
|
|
|
49
|
|
$916K
|
+$126K
|
+3,905
|
+17%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$874K
|
+$92.3K
|
+2,864
|
+12%
|
|
