|
51
|
Capasso Planning Partners
Charleston,
South Carolina
|
$10.7M
|
+$66.2K
|
+781
|
+0.6%
|
|
|
52
|
Optimist Retirement Group
Bellevue,
Washington
|
$10.6M
|
+$67.5K
|
+796
|
+0.6%
|
|
|
53
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
+$531K
|
+6,257
|
+5%
|
|
|
54
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$10.1M
|
-$1.62M
|
-19,151
|
-13%
|
|
|
55
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$9.81M
|
+$69.8K
|
+823
|
+0.7%
|
|
|
56
|
BIP Wealth
Atlanta,
Georgia
|
$9.76M
|
+$1.34M
|
+15,755
|
+14%
|
|
|
57
|
Perritt Capital Management
Chicago,
Illinois
|
$9.21M
|
+$204K
|
+2,403
|
+2%
|
|
|
58
|
Asset Dedication LLC
San Francisco,
California
|
$8.83M
|
-$1.47M
|
-17,275
|
-13%
|
|
|
59
|
Balanced Wealth Group
Westlake,
Ohio
|
$8.78M
|
+$90.9K
|
+1,072
|
+1%
|
|
|
60
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.7M
|
+$139K
|
+1,640
|
+1%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.68M
|
+$67.9K
|
+800
|
+0.7%
|
|
|
62
|
One Day In July LLC
Burlington,
Vermont
|
$8.64M
|
+$1.73M
|
+20,420
|
+23%
|
|
|
63
|
Rockbridge Investment Management
Syracuse,
New York
|
$8.59M
|
-$278K
|
-3,282
|
-3%
|
|
|
64
|
Mercer Global Advisors
Denver,
Colorado
|
$8.52M
|
-$22.6K
|
-266
|
-0.2%
|
|
|
65
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$8.41M
|
+$278K
|
+3,278
|
+3%
|
|
|
66
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$8.3M
|
-$689K
|
-8,124
|
-7%
|
|
|
67
|
Modera Wealth Management
Westwood,
New Jersey
|
$7.8M
|
-$250K
|
-2,947
|
-3%
|
|
|
68
|
Diversified Enterprises
Wilmington,
Delaware
|
$7.39M
|
+$493K
|
+5,809
|
+7%
|
|
|
69
|
Mather Group
Chicago,
Illinois
|
$6.98M
|
-$417K
|
-4,912
|
-5%
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.88M
|
-$85.3K
|
-1,006
|
-1%
|
|
|
71
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.87M
|
+$7.43M
|
+87,599
|
New
|
|
|
72
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.74M
|
+$1.23M
|
+14,470
|
+20%
|
|
|
73
|
LPWM LLC
Minneapolis,
Minnesota
|
$6.74M
|
+$422K
|
+4,971
|
+6%
|
|
|
74
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$6.46M
|
-$31K
|
-365
|
-0.4%
|
|
|
75
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.24M
|
+$519K
|
+6,117
|
+8%
|
|
