|
26
|
Aspiriant LLC
Los Angeles,
California
|
$21.4M
|
-$237K
|
-5,856
|
-1%
|
|
|
27
|
CVA Family Office
Denver,
Colorado
|
$21M
|
+$792K
|
+19,574
|
+4%
|
|
|
28
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$19.5M
|
+$2.06M
|
+51,024
|
+12%
|
|
|
29
|
Principal Securities
Des Moines,
Iowa
|
$19.5M
|
-$949K
|
-23,477
|
-5%
|
|
|
30
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$19.1M
|
+$1.93M
|
+47,789
|
+11%
|
|
|
31
|
Financial Consulate
Hunt Valley,
Maryland
|
$18.8M
|
+$813K
|
+20,108
|
+4%
|
|
|
32
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$17.7M
|
+$666K
|
+16,463
|
+4%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$17M
|
+$1.5M
|
+37,036
|
+9%
|
|
|
34
|
Charles Schwab Trust
Henderson,
Nevada
|
$16.3M
|
-$73.3K
|
-1,812
|
-0.4%
|
|
|
35
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.6M
|
+$574K
|
+14,205
|
+4%
|
|
|
36
|
Concurrent Investment Advisors
Tampa,
Florida
|
$15.5M
|
+$929K
|
+22,964
|
+6%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.3M
|
-$870K
|
-21,513
|
-5%
|
|
|
38
|
|
$14.7M
|
+$113K
|
+2,802
|
+0.8%
|
|
|
39
|
Prairiewood Capital
Fargo,
North Dakota
|
$14.5M
|
+$475K
|
+11,746
|
+3%
|
|
|
40
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$14.3M
|
+$635K
|
+15,695
|
+5%
|
|
|
41
|
Cabot Wealth Management
Salem,
Massachusetts
|
$14.3M
|
+$443K
|
+10,960
|
+3%
|
|
|
42
|
Tandem Financial
Greenwood Village,
Colorado
|
$14.1M
|
+$1.04M
|
+25,708
|
+8%
|
|
|
43
|
|
$13.7M
|
+$14M
|
+346,249
|
New
|
|
|
44
|
|
$13.4M
|
+$603K
|
+14,902
|
+5%
|
|
|
45
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$13.3M
|
-$611K
|
-15,120
|
-4%
|
|
|
46
|
Chilton Capital Management
Houston,
Texas
|
$13.2M
|
-$9.1K
|
-225
|
-0.1%
|
|
|
47
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.1M
|
+$2.86M
|
+70,680
|
+27%
|
|
|
48
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$13M
|
-$248K
|
-6,135
|
-2%
|
|
|
49
|
Balanced Wealth Group
Westlake,
Ohio
|
$12.5M
|
+$239K
|
+5,910
|
+2%
|
|
|
50
|
AssetMark Inc
Concord,
California
|
$11.6M
|
+$8.99M
|
+222,420
|
+319%
|
|
