|
26
|
Summit Asset Management
Memphis,
Tennessee
|
$12.8M
|
+$323K
|
+12,334
|
+3%
|
|
|
27
|
Alesco Advisors
Pittsford,
New York
|
$11.8M
|
+$334K
|
+12,740
|
+3%
|
|
|
28
|
AJ Wealth Strategies
New York
|
$11.5M
|
+$2.53M
|
+96,638
|
+28%
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.5M
|
+$2.09M
|
+79,574
|
+22%
|
|
|
30
|
Planning Alternatives
Birmingham,
Michigan
|
$11.3M
|
+$187K
|
+7,132
|
+2%
|
|
|
31
|
Frontier Wealth Management
Kansas City,
Missouri
|
$11.3M
|
+$705K
|
+26,920
|
+7%
|
|
|
32
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$10.7M
|
+$831K
|
+31,728
|
+8%
|
|
|
33
|
|
$10.6M
|
+$1.39M
|
+53,006
|
+15%
|
|
|
34
|
TD Ameritrade Trust
Denver,
Colorado
|
$10M
|
-$847K
|
-32,314
|
-8%
|
|
|
35
|
Rand Wealth
Baltimore,
Maryland
|
$9.68M
|
+$9.69M
|
+369,632
|
New
|
|
|
36
|
|
$9.04M
|
-$1.18M
|
-44,944
|
-12%
|
|
|
37
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9M
|
+$76.9K
|
+2,936
|
+0.9%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$8.82M
|
+$1.07M
|
+40,806
|
+14%
|
|
|
39
|
First Mercantile Trust
Cordova,
Tennessee
|
$8.79M
|
-$131K
|
-4,984
|
-1%
|
|
|
40
|
Friedenthal Financial
Marlton,
New Jersey
|
$8.48M
|
+$118K
|
+4,490
|
+1%
|
|
|
41
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.47M
|
+$3.38M
|
+129,158
|
+66%
|
|
|
42
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$8.05M
|
+$499K
|
+19,046
|
+7%
|
|
|
43
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$8.01M
|
+$1.89M
|
+71,990
|
+31%
|
|
|
44
|
|
$7.83M
|
+$18.6K
|
+708
|
+0.2%
|
|
|
45
|
LVW Advisors
Pittsford,
New York
|
$7.68M
|
+$6.89M
|
+262,838
|
+860%
|
|
|
46
|
FAS Wealth Partners
Leawood,
Kansas
|
$7.19M
|
+$423K
|
+16,138
|
+6%
|
|
|
47
|
Leavell Investment Management
Mobile,
Alabama
|
$7.15M
|
+$1.07M
|
+40,868
|
+18%
|
|
|
48
|
Courage Miller Partners
Norfolk,
Virginia
|
$6.65M
|
+$124K
|
+4,724
|
+2%
|
|
|
49
|
Bangor Savings Bank
Bangor,
Maine
|
$6.63M
|
+$815K
|
+31,092
|
+14%
|
|
|
50
|
Confluence Wealth Management
Portland,
Oregon
|
$6.52M
|
-$295K
|
-11,254
|
-4%
|
|
