|
26
|
Planning Alternatives
Birmingham,
Michigan
|
$10.9M
|
+$534K
|
+20,680
|
+5%
|
|
|
27
|
|
$10.6M
|
+$875K
|
+33,900
|
+9%
|
|
|
28
|
Bristlecone Advisors
Bellevue,
Washington
|
$9.9M
|
-$2.68M
|
-103,758
|
-21%
|
|
|
29
|
Alesco Advisors
Pittsford,
New York
|
$9.46M
|
+$441K
|
+17,076
|
+5%
|
|
|
30
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$9.46M
|
+$682K
|
+26,406
|
+8%
|
|
|
31
|
First Mercantile Trust
Cordova,
Tennessee
|
$9.3M
|
+$9.27M
|
+359,044
|
New
|
|
|
32
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9.19M
|
+$114K
|
+4,424
|
+1%
|
|
|
33
|
TD Ameritrade Trust
Denver,
Colorado
|
$8.95M
|
-$277K
|
-10,730
|
-3%
|
|
|
34
|
Frontier Wealth Management
Kansas City,
Missouri
|
$8.86M
|
+$1.33M
|
+51,660
|
+18%
|
|
|
35
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$8.47M
|
+$644K
|
+24,954
|
+8%
|
|
|
36
|
Friedenthal Financial
Marlton,
New Jersey
|
$8.29M
|
+$649K
|
+25,146
|
+9%
|
|
|
37
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.05M
|
-$672K
|
-26,038
|
-8%
|
|
|
38
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8M
|
-$764K
|
-29,596
|
-9%
|
|
|
39
|
|
$7.9M
|
+$4.56M
|
+176,570
|
+137%
|
|
|
40
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$6.95M
|
+$1.08M
|
+41,998
|
+19%
|
|
|
41
|
Confluence Wealth Management
Portland,
Oregon
|
$6.92M
|
-$880K
|
-34,104
|
-11%
|
|
|
42
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$6.6M
|
-$315K
|
-12,188
|
-5%
|
|
|
43
|
AJ Wealth Strategies
New York
|
$6.59M
|
+$1.57M
|
+60,696
|
+31%
|
|
|
44
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.55M
|
+$645K
|
+24,998
|
+11%
|
|
|
45
|
Rand Wealth
Baltimore,
Maryland
|
$6.5M
|
+$602K
|
+23,316
|
+10%
|
|
|
46
|
Courage Miller Partners
Norfolk,
Virginia
|
$6.17M
|
+$1.27M
|
+49,252
|
+26%
|
|
|
47
|
Destination Wealth Management
Walnut Creek,
California
|
$6.15M
|
-$23.8M
|
-923,562
|
-80%
|
|
|
48
|
Bartlett & Co
Cincinnati,
Ohio
|
$5.89M
|
+$70.7K
|
+2,740
|
+1%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$5.18M
|
+$1.24M
|
+47,850
|
+31%
|
|
|
50
|
Domani Wealth
Lancaster,
Pennsylvania
|
$5.06M
|
+$141K
|
+5,474
|
+3%
|
|
