|
26
|
Callan Capital
La Jolla,
California
|
$32M
|
-$447K
|
-6,644
|
-1%
|
|
|
27
|
Divergent Planning
Bethesda,
Maryland
|
$31.9M
|
+$854K
|
+12,698
|
+3%
|
|
|
28
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$31.6M
|
+$4.17M
|
+62,038
|
+16%
|
|
|
29
|
Brickley Wealth Management
San Mateo,
California
|
$31.5M
|
+$34.7K
|
+516
|
+0.1%
|
|
|
30
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$29.3M
|
+$650K
|
+9,657
|
+2%
|
|
|
31
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$27.7M
|
+$1.28M
|
+18,965
|
+5%
|
|
|
32
|
Park Avenue Securities
New York
|
$27.2M
|
+$1.79M
|
+26,674
|
+7%
|
|
|
33
|
|
$25.7M
|
+$3.2M
|
+47,537
|
+15%
|
|
|
34
|
Opus Capital Group
Cincinnati,
Ohio
|
$24.3M
|
+$1.63M
|
+24,190
|
+8%
|
|
|
35
|
Trilogy Capital
Irvine,
California
|
$24.2M
|
+$312K
|
+4,644
|
+1%
|
|
|
36
|
Efficient Advisors
Mason,
Ohio
|
$23.5M
|
-$902K
|
-13,410
|
-4%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$23M
|
+$2.52M
|
+37,457
|
+13%
|
|
|
38
|
Stratos Investment Management
Beachwood,
Ohio
|
$21.5M
|
+$2.9M
|
+43,140
|
+17%
|
|
|
39
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$21.1M
|
+$152K
|
+2,256
|
+0.8%
|
|
|
40
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$20.9M
|
+$761K
|
+11,313
|
+4%
|
|
|
41
|
Meredith Wealth Planning
Maryville,
Illinois
|
$20M
|
+$131K
|
+1,952
|
+0.7%
|
|
|
42
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$19.9M
|
+$783K
|
+11,645
|
+4%
|
|
|
43
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$17M
|
+$867K
|
+12,882
|
+6%
|
|
|
44
|
Falcon Wealth Planning
Ontario,
California
|
$16.6M
|
-$1.18M
|
-17,546
|
-7%
|
|
|
45
|
Peirce Capital Management
The Woodlands,
Texas
|
$15.5M
|
+$4.91K
|
+73
|
+0%
|
|
|
46
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15.5M
|
+$968K
|
+14,385
|
+7%
|
|
|
47
|
Atwood & Palmer
Kansas City,
Missouri
|
$15.4M
|
+$1.12M
|
+16,695
|
+8%
|
|
|
48
|
Financial Management Network
Mission Viejo,
California
|
$15.2M
|
-$75.1K
|
-1,117
|
-0.5%
|
|
|
49
|
Apella Capital
West Hartford,
Connecticut
|
$15.2M
|
+$318K
|
+4,731
|
+2%
|
|
|
50
|
Old Mission Capital
Chicago,
Illinois
|
$15M
|
+$13M
|
+193,402
|
+1,009%
|
|
