|
51
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$846K
|
+$802K
|
+20,394
|
New
|
|
|
52
|
Whittier Trust
South Pasadena,
California
|
$843K
|
–
|
–
|
–
|
|
|
53
|
|
$813K
|
+$223K
|
+5,679
|
+41%
|
|
|
54
|
Eley Financial Management
South Burlington,
Vermont
|
$809K
|
-$9.67K
|
-246
|
-1%
|
|
|
55
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$793K
|
+$45.1K
|
+1,148
|
+6%
|
|
|
56
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$771K
|
+$417K
|
+10,609
|
+133%
|
|
|
57
|
Focus Partners Wealth
Boston,
Massachusetts
|
$745K
|
+$227K
|
+5,777
|
+47%
|
|
|
58
|
Wealth Advisory Team
Bellevue,
Kentucky
|
$706K
|
+$669K
|
+17,010
|
New
|
|
|
59
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$673K
|
-$110K
|
-2,803
|
-15%
|
|
|
60
|
NorthRock Partners
Minneapolis,
Minnesota
|
$665K
|
+$20.6K
|
+524
|
+3%
|
|
|
61
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$641K
|
+$275
|
+7
|
+0%
|
|
|
62
|
Congress Wealth Management
Boston,
Massachusetts
|
$626K
|
+$85.5K
|
+2,176
|
+17%
|
|
|
63
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$602K
|
-$29.6K
|
-754
|
-5%
|
|
|
64
|
Beta Wealth Group
San Diego,
California
|
$601K
|
+$570K
|
+14,491
|
New
|
|
|
65
|
Portland Global Advisors
Portland,
Maine
|
$595K
|
+$37.5K
|
+955
|
+7%
|
|
|
66
|
|
$594K
|
+$22.2K
|
+564
|
+4%
|
|
|
67
|
Values Added Financial
Washington,
District of Columbia
|
$590K
|
+$559K
|
+14,217
|
New
|
|
|
68
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$575K
|
+$304K
|
+7,737
|
+126%
|
|
|
69
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$574K
|
–
|
–
|
–
|
|
|
70
|
RVW Wealth
Los Angeles,
California
|
$568K
|
-$169K
|
-4,309
|
-24%
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$522K
|
+$52.1K
|
+1,326
|
+12%
|
|
|
72
|
Magnus Financial Group
New York
|
$514K
|
+$1.45K
|
+37
|
+0.3%
|
|
|
73
|
|
$508K
|
+$481K
|
+12,245
|
New
|
|
|
74
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$492K
|
+$28.5K
|
+725
|
+7%
|
|
|
75
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$487K
|
+$126K
|
+3,203
|
+38%
|
|
