|
26
|
Wade Financial Advisory
Campbell,
California
|
$5.16M
|
-$1.04M
|
-32,097
|
-18%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$4.79M
|
+$192K
|
+5,911
|
+4%
|
|
|
28
|
Resource Planning Group
Atlanta,
Georgia
|
$4.39M
|
-$1.76M
|
-54,178
|
-30%
|
|
|
29
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.74M
|
-$2.47K
|
-76
|
-0.1%
|
|
|
30
|
Shore Point Advisors
Brielle,
New Jersey
|
$3.67M
|
+$971K
|
+29,891
|
+40%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.64M
|
+$1.06M
|
+32,518
|
+45%
|
|
|
32
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.53M
|
+$630K
|
+19,375
|
+24%
|
|
|
33
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$3.44M
|
+$3.21M
|
+98,760
|
New
|
|
|
34
|
RF&L Wealth Management
Acton,
Massachusetts
|
$3.43M
|
+$65.5K
|
+2,015
|
+2%
|
|
|
35
|
|
$3.01M
|
+$198K
|
+6,099
|
+8%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.99M
|
+$9.49K
|
+292
|
+0.3%
|
|
|
37
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.81M
|
+$2.62M
|
+80,618
|
New
|
|
|
38
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.8M
|
+$25.3K
|
+780
|
+1%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.79M
|
-$12.4K
|
-383
|
-0.5%
|
|
|
40
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.55M
|
+$41.5K
|
+1,278
|
+2%
|
|
|
41
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.53M
|
-$80.4K
|
-2,475
|
-3%
|
|
|
42
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.39M
|
-$39.5K
|
-1,215
|
-2%
|
|
|
43
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.19M
|
+$26.1K
|
+804
|
+1%
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
$1.9M
|
+$103K
|
+3,161
|
+6%
|
|
|
45
|
RHS Financial
San Francisco,
California
|
$1.75M
|
+$195K
|
+5,989
|
+14%
|
|
|
46
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.73M
|
+$1.61M
|
+49,670
|
New
|
|
|
47
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.7M
|
-$82K
|
-2,523
|
-5%
|
|
|
48
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.64M
|
+$91.1K
|
+2,804
|
+6%
|
|
|
49
|
Asset Dedication LLC
San Francisco,
California
|
$1.53M
|
-$135K
|
-4,146
|
-9%
|
|
|
50
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.44M
|
+$10.6K
|
+326
|
+0.8%
|
|
