|
26
|
Divergent Planning
Bethesda,
Maryland
|
$29.2M
|
+$626K
|
+9,481
|
+2%
|
|
|
27
|
PrairieView Partners
St. Paul,
Minnesota
|
$29.2M
|
+$28.6K
|
+433
|
+0.1%
|
|
|
28
|
Brickley Wealth Management
San Mateo,
California
|
$28.9M
|
+$5.08K
|
+77
|
+0%
|
|
|
29
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$26.3M
|
+$594K
|
+8,996
|
+2%
|
|
|
30
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$25M
|
-$37.2M
|
-562,864
|
-59%
|
|
|
31
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$24.3M
|
-$425K
|
-6,431
|
-2%
|
|
|
32
|
Park Avenue Securities
New York
|
$23.3M
|
+$2.08M
|
+31,555
|
+10%
|
|
|
33
|
Efficient Advisors
Mason,
Ohio
|
$22.5M
|
-$3.26M
|
-49,430
|
-13%
|
|
|
34
|
Trilogy Capital
Irvine,
California
|
$21.9M
|
+$7.29M
|
+110,367
|
+49%
|
|
|
35
|
Opus Capital Group
Cincinnati,
Ohio
|
$20.7M
|
+$273K
|
+4,139
|
+1%
|
|
|
36
|
|
$20.5M
|
+$9.42M
|
+142,674
|
+82%
|
|
|
37
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$19.2M
|
+$310K
|
+4,698
|
+2%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$18.7M
|
+$2.23M
|
+33,726
|
+13%
|
|
|
39
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$18.5M
|
-$124K
|
-1,881
|
-0.7%
|
|
|
40
|
Meredith Wealth Planning
Maryville,
Illinois
|
$18.2M
|
+$396K
|
+6,001
|
+2%
|
|
|
41
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$17.5M
|
-$746K
|
-11,293
|
-4%
|
|
|
42
|
Stratos Investment Management
Beachwood,
Ohio
|
$17M
|
+$1.76M
|
+26,634
|
+11%
|
|
|
43
|
Falcon Wealth Planning
Ontario,
California
|
$16.4M
|
-$2.74M
|
-41,515
|
-14%
|
|
|
44
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$14.8M
|
+$1.38M
|
+20,882
|
+10%
|
|
|
45
|
Financial Management Network
Mission Viejo,
California
|
$14.4M
|
+$19K
|
+287
|
+0.1%
|
|
|
46
|
Peirce Capital Management
The Woodlands,
Texas
|
$14.2M
|
+$1.01M
|
+15,276
|
+8%
|
|
|
47
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$14M
|
+$932K
|
+14,115
|
+7%
|
|
|
48
|
Apella Capital
West Hartford,
Connecticut
|
$13.9M
|
+$682K
|
+10,328
|
+5%
|
|
|
49
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.3M
|
+$1.25M
|
+18,988
|
+10%
|
|
|
50
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$13.2M
|
+$189K
|
+2,861
|
+1%
|
|
