|
26
|
Strategic Blueprint
Atlanta,
Georgia
|
$17.2M
|
+$294K
|
+5,465
|
+2%
|
|
|
27
|
Falcon Wealth Planning
Ontario,
California
|
$16.1M
|
+$15M
|
+278,849
|
New
|
|
|
28
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$16M
|
-$2.3M
|
-42,714
|
-13%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
+$6.56M
|
+121,949
|
+85%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
+$3.74M
|
+69,584
|
+37%
|
|
|
31
|
Glenview Trust
Louisville,
Kentucky
|
$14.2M
|
+$4.39M
|
+81,670
|
+50%
|
|
|
32
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$13.9M
|
+$347K
|
+6,444
|
+3%
|
|
|
33
|
Aire Advisors
Beverly Hills,
California
|
$13.9M
|
+$183K
|
+3,410
|
+1%
|
|
|
34
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.6M
|
+$4.37M
|
+81,278
|
+53%
|
|
|
35
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$12.3M
|
+$11.4M
|
+212,845
|
New
|
|
|
36
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$11.3M
|
+$10.6M
|
+197,179
|
New
|
|
|
37
|
|
$10.7M
|
-$1.89M
|
-35,053
|
-16%
|
|
|
38
|
Heritage Wealth Management (California)
San Diego,
California
|
$10.5M
|
+$9.79M
|
+182,081
|
New
|
|
|
39
|
WJ Interests
Sugar Land,
Texas
|
$10.5M
|
+$1.29M
|
+23,937
|
+15%
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.1M
|
-$640K
|
-11,893
|
-6%
|
|
|
41
|
Savant Capital
Rockford,
Illinois
|
$9.45M
|
+$3.47M
|
+64,466
|
+65%
|
|
|
42
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$9.22M
|
-$2.88M
|
-53,486
|
-25%
|
|
|
43
|
Sage Rhino Capital
Menlo Park,
California
|
$9.14M
|
-$154K
|
-2,865
|
-2%
|
|
|
44
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$9.05M
|
+$6.39M
|
+118,831
|
+314%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.02M
|
+$8.4M
|
+156,215
|
New
|
|
|
46
|
Nova R Wealth
Overland Park,
Kansas
|
$8.93M
|
-$184K
|
-3,417
|
-2%
|
|
|
47
|
B&D White Capital Company
Lakeway,
Texas
|
$8.84M
|
+$8.23M
|
+153,079
|
New
|
|
|
48
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$8.35M
|
-$459K
|
-8,538
|
-6%
|
|
|
49
|
Northland Capital Management
Virginia,
Minnesota
|
$8.2M
|
+$94.1K
|
+1,750
|
+1%
|
|
|
50
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$8.03M
|
+$7.47M
|
+138,964
|
New
|
|
