|
26
|
Team Hewins
Redwood City,
California
|
$455K
|
+$129
|
+2
|
+0%
|
|
|
27
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$440K
|
-$9.57K
|
-148
|
-2%
|
|
|
28
|
MB Generational Wealth
Spokane,
Washington
|
$436K
|
-$8.67K
|
-134
|
-2%
|
|
|
29
|
HB Wealth Management
Atlanta,
Georgia
|
$415K
|
–
|
–
|
–
|
|
|
30
|
Tarbox Family Office
Newport Beach,
California
|
$397K
|
–
|
–
|
–
|
|
|
31
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$388K
|
+$373K
|
+5,767
|
New
|
|
|
32
|
Burton Enright Welch
Walnut Creek,
California
|
$383K
|
+$155K
|
+2,401
|
+69%
|
|
|
33
|
Plancorp LLC
Saint Louis,
Missouri
|
$374K
|
–
|
–
|
–
|
|
|
34
|
Level Financial Advisors
East Amherst,
New York
|
$365K
|
+$194
|
+3
|
+0.1%
|
|
|
35
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$361K
|
+$359K
|
+5,549
|
New
|
|
|
36
|
Curio Wealth
Annapolis,
Maryland
|
$335K
|
+$55.1K
|
+851
|
+20%
|
|
|
37
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$334K
|
-$174K
|
-2,686
|
-34%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$331K
|
+$85.2K
|
+1,317
|
+35%
|
|
|
39
|
Axxcess Wealth Management
Carlsbad,
California
|
$299K
|
+$6.15K
|
+95
|
+2%
|
|
|
40
|
ABLE Financial Group
Scottsdale,
Arizona
|
$258K
|
+$27.2K
|
+420
|
+12%
|
|
|
41
|
EP Wealth Advisors
Torrance,
California
|
$251K
|
+$250K
|
+3,865
|
New
|
|
|
42
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$242K
|
-$35.3K
|
-545
|
-13%
|
|
|
43
|
TCI Wealth Advisors
Tucson,
Arizona
|
$242K
|
-$7.44K
|
-115
|
-3%
|
|
|
44
|
Raymond James Financial
St Petersburg,
Florida
|
$242K
|
+$241K
|
+3,722
|
New
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$239K
|
–
|
–
|
–
|
|
|
46
|
Addison Advisors
Middlebury,
Vermont
|
$231K
|
-$4.33K
|
-67
|
-2%
|
|
|
47
|
Financial Plan Inc
Bellingham,
Washington
|
$206K
|
+$205K
|
+3,166
|
New
|
|
|
48
|
True Wealth Design
Akron,
Ohio
|
$168K
|
-$6.08K
|
-94
|
-4%
|
|
|
49
|
WealthCollab
Bellevue,
Washington
|
$162K
|
+$323
|
+5
|
+0.2%
|
|
|
50
|
Signature Resources Capital Management
Newport Beach,
California
|
$139K
|
+$41.1K
|
+635
|
+42%
|
|
