|
26
|
Mariner
Overland Park,
Kansas
|
$30M
|
+$2.35M
|
+30,231
|
+9%
|
|
|
27
|
Schoolcraft Capital
Boulder,
Colorado
|
$29.4M
|
+$154K
|
+1,988
|
+0.5%
|
|
|
28
|
First Citizens Investor Services
Raleigh,
North Carolina
|
$29M
|
+$28.7M
|
+369,293
|
New
|
|
|
29
|
Quantum Financial Planning Services
Spokane,
Washington
|
$26.7M
|
-$158K
|
-2,042
|
-0.6%
|
|
|
30
|
Momentous Wealth Management
Vancouver,
Washington
|
$25.9M
|
+$211K
|
+2,717
|
+0.8%
|
|
|
31
|
SJS Investment Consulting
Sylvania,
Ohio
|
$25.9M
|
+$6.18M
|
+79,679
|
+32%
|
|
|
32
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$24.7M
|
+$2.23M
|
+28,687
|
+10%
|
|
|
33
|
Essex LLC
Deer Park,
Illinois
|
$24.3M
|
+$24M
|
+309,563
|
New
|
|
|
34
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$22.6M
|
+$2.57M
|
+33,123
|
+13%
|
|
|
35
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$22.5M
|
+$603K
|
+7,767
|
+3%
|
|
|
36
|
Verum Partners
Charlotte,
North Carolina
|
$21.7M
|
+$2.46M
|
+31,736
|
+13%
|
|
|
37
|
Investment Planning Advisors
Cumming,
Georgia
|
$21.5M
|
+$21.3M
|
+274,509
|
New
|
|
|
38
|
CGN Advisors
Manhattan,
Kansas
|
$20.3M
|
+$6.32M
|
+81,434
|
+46%
|
|
|
39
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$18.4M
|
+$18.2M
|
+234,490
|
New
|
|
|
40
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$17.9M
|
+$1.35M
|
+17,425
|
+8%
|
|
|
41
|
Rise Advisors
Rochester,
New York
|
$17.4M
|
+$17.2M
|
+222,133
|
New
|
|
|
42
|
Burton Enright Welch
Walnut Creek,
California
|
$17.2M
|
+$2.84M
|
+36,633
|
+20%
|
|
|
43
|
SVB Wealth
Boston,
Massachusetts
|
$16.2M
|
+$16M
|
+206,151
|
New
|
|
|
44
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$15.7M
|
+$968K
|
+12,470
|
+7%
|
|
|
45
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$14.5M
|
+$7.35M
|
+94,657
|
+104%
|
|
|
46
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$14.3M
|
+$4.74M
|
+61,017
|
+50%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$14.1M
|
+$198K
|
+2,547
|
+1%
|
|
|
48
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$13.1M
|
+$817K
|
+10,528
|
+7%
|
|
|
49
|
Financial Network Wealth Management
Draper,
Utah
|
$13M
|
+$12.9M
|
+166,361
|
New
|
|
|
50
|
CFO4Life Group
Coppell,
Texas
|
$12.5M
|
+$204K
|
+2,625
|
+2%
|
|
