|
26
|
Annapolis Financial Services
Annapolis,
Maryland
|
$13.7M
|
+$2.79M
|
+102,589
|
+25%
|
|
|
27
|
Shira Ridge Wealth Management
Larkspur,
California
|
$13.5M
|
+$13.6M
|
+499,225
|
New
|
|
|
28
|
Zhang Financial
Portage,
Michigan
|
$12.1M
|
+$2.07M
|
+76,052
|
+20%
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.4M
|
+$2.7M
|
+99,318
|
+31%
|
|
|
30
|
SC&H Financial Advisors
Sparks,
Maryland
|
$11.4M
|
+$2.31M
|
+85,138
|
+25%
|
|
|
31
|
Mattern Wealth Management
Lawrence,
Kansas
|
$10.9M
|
-$2.9M
|
-106,754
|
-21%
|
|
|
32
|
|
$10.5M
|
-$256K
|
-9,434
|
-2%
|
|
|
33
|
Plancorp LLC
Saint Louis,
Missouri
|
$10.5M
|
+$3.7M
|
+136,217
|
+54%
|
|
|
34
|
TCP Asset Management
Columbus,
Ohio
|
$10.4M
|
+$10.4M
|
+383,666
|
New
|
|
|
35
|
WealthSource Partners
San Luis Obispo,
California
|
$10.3M
|
+$1.51M
|
+55,618
|
+17%
|
|
|
36
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10.1M
|
+$126K
|
+4,638
|
+1%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
-$401K
|
-14,740
|
-4%
|
|
|
38
|
FinDec Wealth Services
Stockton,
California
|
$9.91M
|
+$9.97M
|
+366,931
|
New
|
|
|
39
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$9.63M
|
-$1.15M
|
-42,170
|
-11%
|
|
|
40
|
Perigon Wealth Management
San Francisco,
California
|
$9.59M
|
+$2.31M
|
+85,132
|
+32%
|
|
|
41
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.45M
|
+$2.74M
|
+100,757
|
+40%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$9.17M
|
+$9.22M
|
+339,335
|
New
|
|
|
43
|
Kooman & Associates
Altoona,
Pennsylvania
|
$9.12M
|
+$9.17M
|
+337,542
|
New
|
|
|
44
|
ACT Advisors
Asheville,
North Carolina
|
$9.11M
|
+$7.11M
|
+261,629
|
+346%
|
|
|
45
|
Tortoise Investment Management
White Plains,
New York
|
$9.06M
|
-$1.05M
|
-38,808
|
-10%
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.03M
|
-$1.28M
|
-47,129
|
-12%
|
|
|
47
|
Pioneer Wealth Management Group
Austin,
Texas
|
$9.01M
|
+$9.06M
|
+333,485
|
New
|
|
|
48
|
WMS Partners
Towson,
Maryland
|
$8.88M
|
+$8.93M
|
+328,574
|
New
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$8.76M
|
+$1.79M
|
+65,721
|
+25%
|
|
|
50
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$8.32M
|
+$60.7K
|
+2,232
|
+0.7%
|
|
