|
26
|
American Century Companies
Kansas City,
Missouri
|
$23.2M
|
+$1.22M
|
+20,693
|
+5%
|
|
|
27
|
Divergent Planning
Bethesda,
Maryland
|
$22.9M
|
+$435K
|
+7,372
|
+2%
|
|
|
28
|
Efficient Advisors
Mason,
Ohio
|
$22.4M
|
-$604K
|
-10,233
|
-3%
|
|
|
29
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$21.1M
|
+$359K
|
+6,084
|
+2%
|
|
|
30
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$20.3M
|
+$454K
|
+7,695
|
+2%
|
|
|
31
|
Falcon Wealth Planning
Ontario,
California
|
$19.7M
|
+$2.2M
|
+37,277
|
+12%
|
|
|
32
|
Opus Capital Group
Cincinnati,
Ohio
|
$17.5M
|
-$482K
|
-8,169
|
-3%
|
|
|
33
|
Meredith Wealth Planning
Maryville,
Illinois
|
$17.2M
|
+$1.41M
|
+23,850
|
+9%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$16.7M
|
+$1.71M
|
+29,053
|
+11%
|
|
|
35
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$16M
|
-$305K
|
-5,170
|
-2%
|
|
|
36
|
Park Avenue Securities
New York
|
$15.9M
|
+$2.19M
|
+37,044
|
+16%
|
|
|
37
|
Symmetry Partners
Glastonbury,
Connecticut
|
$13M
|
–
|
–
|
–
|
|
|
38
|
|
$13M
|
+$67K
|
+1,135
|
+0.5%
|
|
|
39
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$12.6M
|
+$1.02M
|
+17,362
|
+9%
|
|
|
40
|
Trilogy Capital
Irvine,
California
|
$12.1M
|
+$609K
|
+10,329
|
+5%
|
|
|
41
|
Apella Capital
West Hartford,
Connecticut
|
$11.6M
|
+$571K
|
+9,684
|
+5%
|
|
|
42
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$10.5M
|
+$335K
|
+5,673
|
+3%
|
|
|
43
|
Waverly Advisors
Birmingham,
Alabama
|
$10.4M
|
+$93.6K
|
+1,586
|
+0.9%
|
|
|
44
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$10.2M
|
+$363K
|
+6,151
|
+4%
|
|
|
45
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$10.1M
|
+$282K
|
+4,773
|
+3%
|
|
|
46
|
Red Lighthouse Investment Management
New York
|
$9.99M
|
-$28K
|
-475
|
-0.3%
|
|
|
47
|
Plancorp LLC
Saint Louis,
Missouri
|
$9.98M
|
–
|
–
|
–
|
|
|
48
|
Atwood & Palmer
Kansas City,
Missouri
|
$9.75M
|
+$325K
|
+5,505
|
+3%
|
|
|
49
|
JRM Investment Counsel
Omaha,
Nebraska
|
$9.7M
|
+$132K
|
+2,229
|
+1%
|
|
|
50
|
Financial Management Network
Mission Viejo,
California
|
$9.53M
|
+$9.47M
|
+160,590
|
+1,326%
|
|
