|
26
|
Gradient Capital Advisors
San Diego,
California
|
$2.86M
|
+$327K
|
+15,437
|
+13%
|
|
|
27
|
FirstPurpose Wealth
Orem,
Utah
|
$2.83M
|
+$2.83M
|
+133,589
|
New
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.37M
|
+$973K
|
+45,911
|
+70%
|
|
|
29
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$2.21M
|
+$2.21M
|
+104,326
|
New
|
|
|
30
|
DecisionPoint Financial
Mesa,
Arizona
|
$2.06M
|
+$2.07M
|
+97,586
|
New
|
|
|
31
|
Ruedi Wealth Management
Champaign,
Illinois
|
$2.04M
|
+$2.02M
|
+95,126
|
New
|
|
|
32
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1.89M
|
+$1.26M
|
+59,393
|
+198%
|
|
|
33
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.86M
|
+$734K
|
+34,646
|
+65%
|
|
|
34
|
Steward Financial Group
Colleyville,
Texas
|
$1.74M
|
+$855K
|
+40,366
|
+96%
|
|
|
35
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.67M
|
+$1.37M
|
+64,807
|
+462%
|
|
|
36
|
|
$1.66M
|
-$98.5K
|
-4,649
|
-6%
|
|
|
37
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.64M
|
+$1.65M
|
+77,641
|
New
|
|
|
38
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.57M
|
+$1.57M
|
+74,196
|
New
|
|
|
39
|
SageView Advisory Group
Newport Beach,
California
|
$1.53M
|
+$1.53M
|
+72,351
|
New
|
|
|
40
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.53M
|
+$1.06M
|
+50,098
|
+226%
|
|
|
41
|
Drive Wealth Management
Lehi,
Utah
|
$1.48M
|
+$654K
|
+30,882
|
+79%
|
|
|
42
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.45M
|
+$1.28M
|
+60,454
|
New
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.37M
|
+$1.18M
|
+55,921
|
+635%
|
|
|
44
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.26M
|
+$1.26M
|
+59,600
|
New
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$1.21M
|
+$1.21M
|
+57,298
|
New
|
|
|
46
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.18M
|
+$527K
|
+24,873
|
+81%
|
|
|
47
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.18M
|
+$1.18M
|
+55,583
|
New
|
|
|
48
|
WealthSource Partners
San Luis Obispo,
California
|
$1.12M
|
+$1.12M
|
+52,994
|
New
|
|
|
49
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.12M
|
-$1.44M
|
-68,012
|
-56%
|
|
|
50
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.07M
|
+$1.01M
|
+47,462
|
+1,526%
|
|
