|
26
|
Empirical Wealth Management
Seattle,
Washington
|
$39M
|
+$2.14M
|
+31,521
|
+6%
|
|
|
27
|
Burton Enright Welch
Walnut Creek,
California
|
$38.6M
|
+$636K
|
+9,359
|
+2%
|
|
|
28
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$36.7M
|
+$1.96M
|
+28,790
|
+6%
|
|
|
29
|
Divergent Planning
Bethesda,
Maryland
|
$35.6M
|
+$766K
|
+11,277
|
+2%
|
|
|
30
|
PrairieView Partners
St. Paul,
Minnesota
|
$34.9M
|
+$848K
|
+12,485
|
+3%
|
|
|
31
|
Brickley Wealth Management
San Mateo,
California
|
$31.6M
|
+$171K
|
+2,525
|
+0.6%
|
|
|
32
|
|
$31.3M
|
+$3.16M
|
+46,490
|
+12%
|
|
|
33
|
Callan Capital
La Jolla,
California
|
$31.3M
|
+$318K
|
+4,677
|
+1%
|
|
|
34
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$30.6M
|
+$1.37M
|
+20,231
|
+5%
|
|
|
35
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$29.8M
|
+$502K
|
+7,388
|
+2%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.7M
|
+$11.7M
|
+172,282
|
+72%
|
|
|
37
|
Cresset Asset Management
Chicago,
Illinois
|
$27.1M
|
+$26.1M
|
+384,846
|
+9,013%
|
|
|
38
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$26.1M
|
-$12M
|
-176,745
|
-32%
|
|
|
39
|
Greenline Partners
New York
|
$26.1M
|
+$20.4M
|
+300,974
|
+412%
|
|
|
40
|
Apella Capital
West Hartford,
Connecticut
|
$25.4M
|
+$6.7M
|
+98,699
|
+35%
|
|
|
41
|
Opus Capital Group
Cincinnati,
Ohio
|
$24.2M
|
-$442K
|
-6,515
|
-2%
|
|
|
42
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$22.2M
|
+$366K
|
+5,392
|
+2%
|
|
|
43
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$21.6M
|
-$37.1K
|
-547
|
-0.2%
|
|
|
44
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$21.3M
|
-$59.7K
|
-879
|
-0.3%
|
|
|
45
|
Meredith Wealth Planning
Maryville,
Illinois
|
$21.3M
|
+$265K
|
+3,905
|
+1%
|
|
|
46
|
Efficient Advisors
Mason,
Ohio
|
$21.1M
|
-$2.63M
|
-38,760
|
-11%
|
|
|
47
|
|
$20.9M
|
+$9.38M
|
+138,089
|
+85%
|
|
|
48
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$20.4M
|
+$422K
|
+6,209
|
+2%
|
|
|
49
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$19.7M
|
+$1.35M
|
+19,899
|
+8%
|
|
|
50
|
Willow Creek Wealth Management
Sebastopol,
California
|
$19.6M
|
+$2.41M
|
+35,443
|
+14%
|
|
