|
51
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.9M
|
+$2.15M
|
+10,387
|
+19%
|
|
|
52
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$14.9M
|
+$303K
|
+1,462
|
+2%
|
|
|
53
|
West Wealth Group
Irvine,
California
|
$13.4M
|
+$3.66M
|
+17,707
|
+44%
|
|
|
54
|
Capital Advantage
Walnut Creek,
California
|
$13.3M
|
-$5.31M
|
-25,662
|
-30%
|
|
|
55
|
HB Wealth Management
Atlanta,
Georgia
|
$13M
|
–
|
–
|
–
|
|
|
56
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$13M
|
+$2.22M
|
+10,730
|
+23%
|
|
|
57
|
Keel Point
Huntsville,
Alabama
|
$11M
|
+$104K
|
+503
|
+1%
|
|
|
58
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.7M
|
+$2.02M
|
+9,740
|
+26%
|
|
|
59
|
Colorado Capital Management
Boulder,
Colorado
|
$10.6M
|
+$1.28M
|
+6,172
|
+15%
|
|
|
60
|
TriaGen Wealth Management
Calabasas,
California
|
$10.6M
|
+$216K
|
+1,042
|
+2%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.5M
|
-$92.5K
|
-447
|
-0.9%
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$10.1M
|
+$1.68M
|
+8,127
|
+22%
|
|
|
63
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10M
|
-$11.6K
|
-56
|
-0.1%
|
|
|
64
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$9.92M
|
-$394K
|
-1,903
|
-4%
|
|
|
65
|
Security Financial Services
Fort Wayne,
Indiana
|
$9.71M
|
+$1.91M
|
+9,234
|
+27%
|
|
|
66
|
Bank of New York Mellon
New York
|
$9.6M
|
+$66.6K
|
+322
|
+0.8%
|
|
|
67
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.21M
|
+$2.97M
|
+14,337
|
+54%
|
|
|
68
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$9.15M
|
-$487K
|
-2,354
|
-5%
|
|
|
69
|
Destination Wealth Management
Walnut Creek,
California
|
$8.94M
|
-$337K
|
-1,628
|
-4%
|
|
|
70
|
Physician Wealth Advisors
Midvale,
Utah
|
$8.91M
|
+$357K
|
+1,724
|
+5%
|
|
|
71
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$8.67M
|
+$1.71M
|
+8,276
|
+27%
|
|
|
72
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.46M
|
-$299K
|
-1,443
|
-4%
|
|
|
73
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.95M
|
-$274K
|
-1,323
|
-4%
|
|
|
74
|
Steph & Co
Marinette,
Wisconsin
|
$7.92M
|
+$1.14M
|
+5,499
|
+18%
|
|
|
75
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.76M
|
+$154K
|
+742
|
+2%
|
|
