|
26
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.13M
|
+$37.2K
|
+1,223
|
+2%
|
|
|
27
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.1M
|
-$562K
|
-18,469
|
-19%
|
|
|
28
|
Destiny Wealth Partners
Tavares,
Florida
|
$2.09M
|
+$15.2K
|
+498
|
+0.7%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$2.09M
|
-$819K
|
-26,922
|
-26%
|
|
|
30
|
|
$1.98M
|
+$123K
|
+4,052
|
+6%
|
|
|
31
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.97M
|
+$60.6K
|
+1,992
|
+3%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$1.95M
|
-$40.7K
|
-1,337
|
-2%
|
|
|
33
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.82M
|
+$135K
|
+4,442
|
+7%
|
|
|
34
|
Bell Investment Advisors
Oakland,
California
|
$1.8M
|
+$570K
|
+18,718
|
+39%
|
|
|
35
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.79M
|
-$2.04M
|
-66,910
|
-50%
|
|
|
36
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.73M
|
-$113K
|
-3,704
|
-6%
|
|
|
37
|
True North Advisors
Dallas,
Texas
|
$1.68M
|
+$92.4K
|
+3,036
|
+5%
|
|
|
38
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.66M
|
-$31.9K
|
-1,047
|
-2%
|
|
|
39
|
Asset Dedication LLC
San Francisco,
California
|
$1.63M
|
+$1.83M
|
+60,103
|
New
|
|
|
40
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.52M
|
-$207K
|
-6,798
|
-11%
|
|
|
41
|
Old Mission Capital
Chicago,
Illinois
|
$1.42M
|
+$936K
|
+30,765
|
+144%
|
|
|
42
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.32M
|
+$161K
|
+5,299
|
+12%
|
|
|
43
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.02M
|
+$2.16K
|
+71
|
+0.2%
|
|
|
44
|
Advisory Services Network
Atlanta,
Georgia
|
$1.01M
|
+$185K
|
+6,085
|
+20%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$989K
|
-$183K
|
-6,019
|
-14%
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$938K
|
+$168K
|
+5,513
|
+19%
|
|
|
47
|
Vise Technologies
New York
|
$929K
|
+$1.04M
|
+34,168
|
New
|
|
|
48
|
RHS Financial
San Francisco,
California
|
$815K
|
-$368K
|
-12,085
|
-29%
|
|
|
49
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$650K
|
+$34.7K
|
+1,141
|
+5%
|
|
|
50
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$640K
|
+$716K
|
+23,526
|
New
|
|
