|
26
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.89M
|
+$234K
|
+11,029
|
+5%
|
|
|
27
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.74M
|
+$906K
|
+42,707
|
+21%
|
|
|
28
|
FirstPurpose Wealth
Orem,
Utah
|
$4.64M
|
+$499K
|
+23,541
|
+11%
|
|
|
29
|
Spinnaker Investment Group
Newport Beach,
California
|
$4.32M
|
+$118K
|
+5,580
|
+3%
|
|
|
30
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.12M
|
+$499K
|
+23,534
|
+13%
|
|
|
31
|
|
$3.86M
|
+$912K
|
+43,003
|
+28%
|
|
|
32
|
Steward Financial Group
Colleyville,
Texas
|
$3.8M
|
+$906K
|
+42,729
|
+28%
|
|
|
33
|
Adero Partners
Pleasanton,
California
|
$3.64M
|
-$314K
|
-14,795
|
-7%
|
|
|
34
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$3.29M
|
+$600K
|
+28,274
|
+20%
|
|
|
35
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$3.28M
|
+$958K
|
+45,158
|
+37%
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.24M
|
+$104K
|
+4,888
|
+3%
|
|
|
37
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.16M
|
+$1.64M
|
+77,341
|
+92%
|
|
|
38
|
Gradient Capital Advisors
San Diego,
California
|
$3.09M
|
+$233K
|
+10,971
|
+7%
|
|
|
39
|
Resource Consulting Group
Orlando,
Florida
|
$2.9M
|
+$211K
|
+9,958
|
+7%
|
|
|
40
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.9M
|
+$347K
|
+16,357
|
+12%
|
|
|
41
|
LPL Financial
San Diego,
California
|
$2.88M
|
-$1.24M
|
-58,253
|
-28%
|
|
|
42
|
Ruedi Wealth Management
Champaign,
Illinois
|
$2.88M
|
+$522K
|
+24,627
|
+20%
|
|
|
43
|
Satovsky Asset Management
New York
|
$2.6M
|
-$161K
|
-7,607
|
-5%
|
|
|
44
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.44M
|
+$372K
|
+17,524
|
+16%
|
|
|
45
|
DecisionPoint Financial
Mesa,
Arizona
|
$2.36M
|
-$18.2K
|
-856
|
-0.7%
|
|
|
46
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$2.33M
|
+$153K
|
+7,192
|
+6%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$2.32M
|
+$2.52M
|
+118,698
|
New
|
|
|
48
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$2.3M
|
+$142K
|
+6,695
|
+6%
|
|
|
49
|
WPWealth
Fort Worth,
Texas
|
$2.3M
|
-$1.1M
|
-52,062
|
-31%
|
|
|
50
|
Evanson Asset Management
Carmel,
California
|
$2.24M
|
+$630K
|
+29,687
|
+35%
|
|
