|
26
|
Tarbox Family Office
Newport Beach,
California
|
$30.5M
|
+$2.46M
|
+43,771
|
+9%
|
|
|
27
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$28.6M
|
+$5.25M
|
+93,463
|
+23%
|
|
|
28
|
HUB Investment Partners
Austin,
Texas
|
$27.7M
|
+$1.02M
|
+18,181
|
+4%
|
|
|
29
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$27.3M
|
+$3.19M
|
+56,672
|
+14%
|
|
|
30
|
Waddell & Associates
Memphis,
Tennessee
|
$27.1M
|
+$745K
|
+13,247
|
+3%
|
|
|
31
|
Waypoint Wealth Partners
Mill Valley,
California
|
$26M
|
+$396K
|
+7,037
|
+2%
|
|
|
32
|
West Paces Advisors
Atlanta,
Georgia
|
$24.4M
|
+$1.36M
|
+24,241
|
+6%
|
|
|
33
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$24.3M
|
-$1.01M
|
-18,000
|
-4%
|
|
|
34
|
Symmetry Partners
Glastonbury,
Connecticut
|
$24.1M
|
-$2.24M
|
-39,859
|
-9%
|
|
|
35
|
|
$23.7M
|
-$647K
|
-11,516
|
-3%
|
|
|
36
|
Truepoint Inc
Cincinnati,
Ohio
|
$23.7M
|
-$3.86M
|
-68,647
|
-14%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$23.5M
|
+$5.81M
|
+103,431
|
+34%
|
|
|
38
|
Arlington Financial Advisors
Santa Barbara,
California
|
$23.4M
|
+$22.7M
|
+404,141
|
New
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$21.7M
|
-$26M
|
-462,474
|
-55%
|
|
|
40
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$21.6M
|
+$52.7K
|
+937
|
+0.3%
|
|
|
41
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$20.7M
|
+$1.95M
|
+34,658
|
+11%
|
|
|
42
|
Versant Capital Management
Phoenix,
Arizona
|
$20.4M
|
-$58.3K
|
-1,037
|
-0.3%
|
|
|
43
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$20.2M
|
+$809K
|
+14,390
|
+4%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
-$3.68M
|
-65,484
|
-16%
|
|
|
45
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.4M
|
+$18.2M
|
+322,921
|
+2,600%
|
|
|
46
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$19.4M
|
+$18.2M
|
+322,921
|
+2,600%
|
|
|
47
|
PrairieView Partners
St. Paul,
Minnesota
|
$18.9M
|
+$572K
|
+10,167
|
+3%
|
|
|
48
|
High Probability Advisors
Pittsford,
New York
|
$18.8M
|
+$768K
|
+13,661
|
+4%
|
|
|
49
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$18.7M
|
+$4.74M
|
+84,244
|
+35%
|
|
|
50
|
Cannon Financial Strategists
Athens,
Georgia
|
$18.4M
|
+$1.72M
|
+30,601
|
+11%
|
|
