|
26
|
Mariner
Overland Park,
Kansas
|
$21.1M
|
+$2.99M
|
+95,930
|
+16%
|
|
|
27
|
Annapolis Financial Services
Annapolis,
Maryland
|
$20.4M
|
+$681K
|
+21,869
|
+3%
|
|
|
28
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.1M
|
+$1.86M
|
+59,689
|
+10%
|
|
|
29
|
Brighton Jones LLC
Seattle,
Washington
|
$18.9M
|
+$2.92M
|
+93,935
|
+18%
|
|
|
30
|
TCP Asset Management
Columbus,
Ohio
|
$18.8M
|
-$136K
|
-4,377
|
-0.7%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$18.6M
|
-$1M
|
-32,261
|
-5%
|
|
|
32
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$18.3M
|
+$4.15M
|
+133,448
|
+28%
|
|
|
33
|
Sterling Financial Group
Pasadena,
California
|
$18M
|
-$1.38M
|
-44,332
|
-7%
|
|
|
34
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$18M
|
+$3.17M
|
+101,920
|
+20%
|
|
|
35
|
SC&H Financial Advisors
Sparks,
Maryland
|
$16.9M
|
+$1.76M
|
+56,521
|
+11%
|
|
|
36
|
Shira Ridge Wealth Management
Larkspur,
California
|
$16.2M
|
+$303K
|
+9,717
|
+2%
|
|
|
37
|
Highland Financial Advisors
Wayne,
New Jersey
|
$15.7M
|
-$22.5K
|
-724
|
-0.1%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$15.6M
|
-$10.2K
|
-329
|
-0.1%
|
|
|
39
|
Pioneer Wealth Management Group
Austin,
Texas
|
$15.2M
|
+$3.37M
|
+108,286
|
+27%
|
|
|
40
|
AWM Capital
Phoenix,
Arizona
|
$15M
|
-$335K
|
-10,755
|
-2%
|
|
|
41
|
ACT Advisors
Asheville,
North Carolina
|
$15M
|
+$158K
|
+5,065
|
+1%
|
|
|
42
|
Liberty Wealth Management
Oakland,
California
|
$14.9M
|
+$2.21M
|
+70,985
|
+17%
|
|
|
43
|
Private Ocean
San Rafael,
California
|
$14.4M
|
-$594K
|
-19,074
|
-4%
|
|
|
44
|
Kure Advisory
Plymouth,
Minnesota
|
$14.3M
|
+$14.9M
|
+479,074
|
New
|
|
|
45
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$14.1M
|
+$1.01M
|
+32,432
|
+7%
|
|
|
46
|
Financial Connections Group
Corte Madera,
California
|
$13.8M
|
+$5.5M
|
+176,794
|
+62%
|
|
|
47
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$559K
|
+17,961
|
+4%
|
|
|
48
|
Perigon Wealth Management
San Francisco,
California
|
$13.6M
|
+$424K
|
+13,615
|
+3%
|
|
|
49
|
Heritage Investment Group
Pompano Beach,
Florida
|
$13M
|
+$7.84M
|
+251,743
|
+139%
|
|
|
50
|
Mission Wealth Management
Santa Barbara,
California
|
$13M
|
+$1.63M
|
+52,280
|
+14%
|
|
