|
26
|
Root Financial Partners
Encinitas,
California
|
$4.53M
|
+$1.7M
|
+80,248
|
+62%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$4.43M
|
-$175K
|
-8,295
|
-4%
|
|
|
28
|
Adero Partners
Pleasanton,
California
|
$4.33M
|
-$214K
|
-10,116
|
-5%
|
|
|
29
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.31M
|
+$967K
|
+45,724
|
+30%
|
|
|
30
|
Advisory Services & Investments
Bend,
Oregon
|
$4.17M
|
-$693K
|
-32,784
|
-14%
|
|
|
31
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.04M
|
+$672K
|
+31,779
|
+20%
|
|
|
32
|
WPWealth
Fort Worth,
Texas
|
$3.65M
|
-$859K
|
-40,622
|
-19%
|
|
|
33
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.47M
|
+$319K
|
+15,068
|
+10%
|
|
|
34
|
|
$3.33M
|
+$1.25M
|
+58,999
|
+62%
|
|
|
35
|
Steward Financial Group
Colleyville,
Texas
|
$3.27M
|
+$898K
|
+42,462
|
+39%
|
|
|
36
|
Gradient Capital Advisors
San Diego,
California
|
$3.17M
|
+$157K
|
+7,437
|
+5%
|
|
|
37
|
Satovsky Asset Management
New York
|
$3.03M
|
-$4.46M
|
-210,807
|
-60%
|
|
|
38
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$3.02M
|
+$331K
|
+15,637
|
+13%
|
|
|
39
|
Resource Consulting Group
Orlando,
Florida
|
$2.99M
|
+$1.58M
|
+74,615
|
+116%
|
|
|
40
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.85M
|
+$598K
|
+28,263
|
+27%
|
|
|
41
|
Ruedi Wealth Management
Champaign,
Illinois
|
$2.64M
|
+$461K
|
+21,807
|
+22%
|
|
|
42
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.64M
|
+$448K
|
+21,172
|
+21%
|
|
|
43
|
DecisionPoint Financial
Mesa,
Arizona
|
$2.62M
|
+$365K
|
+17,252
|
+17%
|
|
|
44
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.5M
|
+$795K
|
+37,618
|
+48%
|
|
|
45
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$2.41M
|
+$434K
|
+20,518
|
+22%
|
|
|
46
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$2.4M
|
+$93.1K
|
+4,405
|
+4%
|
|
|
47
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.31M
|
+$510K
|
+24,103
|
+29%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$2.11M
|
+$101K
|
+4,791
|
+5%
|
|
|
49
|
Straight Path Wealth Management
Jenison,
Michigan
|
$2.02M
|
+$242K
|
+11,435
|
+14%
|
|
|
50
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.98M
|
-$10.6K
|
-500
|
-0.5%
|
|
