|
26
|
Gratus Capital
Atlanta,
Georgia
|
$10.8M
|
-$925K
|
-35,360
|
-8%
|
|
|
27
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.7M
|
+$4.83M
|
+184,854
|
+80%
|
|
|
28
|
Planning Alternatives
Birmingham,
Michigan
|
$10.3M
|
+$332K
|
+12,706
|
+3%
|
|
|
29
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$10.2M
|
+$10.3M
|
+395,414
|
New
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.96M
|
+$773K
|
+29,568
|
+8%
|
|
|
31
|
|
$9.64M
|
+$1.29M
|
+49,402
|
+15%
|
|
|
32
|
TD Ameritrade Trust
Denver,
Colorado
|
$9.18M
|
+$27K
|
+1,034
|
+0.3%
|
|
|
33
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9.03M
|
+$320K
|
+12,242
|
+4%
|
|
|
34
|
Alesco Advisors
Pittsford,
New York
|
$8.97M
|
+$1.27M
|
+48,698
|
+16%
|
|
|
35
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$8.72M
|
+$8.86M
|
+338,746
|
New
|
|
|
36
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.72M
|
+$2.22M
|
+84,762
|
+33%
|
|
|
37
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.68M
|
-$68.3K
|
-2,610
|
-0.8%
|
|
|
38
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$7.78M
|
-$346K
|
-13,236
|
-4%
|
|
|
39
|
Confluence Wealth Management
Portland,
Oregon
|
$7.76M
|
-$2.44M
|
-93,494
|
-24%
|
|
|
40
|
Friedenthal Financial
Marlton,
New Jersey
|
$7.59M
|
+$642K
|
+24,534
|
+9%
|
|
|
41
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.48M
|
+$931K
|
+35,588
|
+14%
|
|
|
42
|
Homrich & Berg
Atlanta,
Georgia
|
$7.16M
|
+$6.07M
|
+232,164
|
+504%
|
|
|
43
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$6.87M
|
-$475K
|
-18,180
|
-6%
|
|
|
44
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.87M
|
+$517K
|
+19,768
|
+10%
|
|
|
45
|
Rand Wealth
Baltimore,
Maryland
|
$5.86M
|
-$28.2K
|
-1,080
|
-0.5%
|
|
|
46
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$5.83M
|
+$213K
|
+8,142
|
+4%
|
|
|
47
|
Bartlett & Co
Cincinnati,
Ohio
|
$5.79M
|
+$270K
|
+10,318
|
+5%
|
|
|
48
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.64M
|
+$5.73M
|
+219,014
|
New
|
|
|
49
|
Regis Management Company
Menlo Park,
California
|
$5.5M
|
+$5.59M
|
+213,590
|
New
|
|
|
50
|
Trutina Financial
Bellevue,
Washington
|
$5.34M
|
+$206K
|
+7,864
|
+4%
|
|
