|
26
|
Creative Capital Management Investments
San Diego,
California
|
$17.4M
|
+$1.21M
|
+28,603
|
+7%
|
|
|
27
|
Apella Capital
West Hartford,
Connecticut
|
$16.1M
|
+$16.3M
|
+385,429
|
New
|
|
|
28
|
RCS Financial Planning
Annapolis,
Maryland
|
$15.9M
|
+$879K
|
+20,825
|
+6%
|
|
|
29
|
DecisionPoint Financial
Mesa,
Arizona
|
$15.8M
|
+$561K
|
+13,298
|
+4%
|
|
|
30
|
Spinnaker Investment Group
Newport Beach,
California
|
$15.8M
|
+$39.3K
|
+931
|
+0.2%
|
|
|
31
|
Pure Financial Advisors
San Diego,
California
|
$14.8M
|
-$35.1K
|
-832
|
-0.2%
|
|
|
32
|
Rather & Kittrell
Knoxville,
Tennessee
|
$14.6M
|
+$1.84M
|
+43,615
|
+14%
|
|
|
33
|
Aveo Capital Partners
Englewood,
Colorado
|
$14.5M
|
-$1.24M
|
-29,333
|
-8%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$14.1M
|
+$736K
|
+17,434
|
+5%
|
|
|
35
|
BetterWealth
San Jose,
California
|
$14M
|
-$59.2K
|
-1,402
|
-0.4%
|
|
|
36
|
Root Financial Partners
Encinitas,
California
|
$13.8M
|
+$3.36M
|
+79,619
|
+32%
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$13.7M
|
+$4.86M
|
+115,035
|
+54%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$3.72M
|
+88,034
|
+37%
|
|
|
39
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13.3M
|
+$4.43M
|
+104,994
|
+49%
|
|
|
40
|
Ruedi Wealth Management
Champaign,
Illinois
|
$13.2M
|
+$1.68M
|
+39,826
|
+14%
|
|
|
41
|
AssetMark Inc
Concord,
California
|
$13.1M
|
+$13.2M
|
+313,211
|
New
|
|
|
42
|
Mattern Wealth Management
Lawrence,
Kansas
|
$12.7M
|
+$664K
|
+15,736
|
+5%
|
|
|
43
|
Tillman Hartley LLC
Denver,
Colorado
|
$12.6M
|
+$2.26M
|
+53,652
|
+22%
|
|
|
44
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$12.5M
|
+$761K
|
+18,018
|
+6%
|
|
|
45
|
Divergent Planning
Bethesda,
Maryland
|
$12.4M
|
+$1.29M
|
+30,559
|
+11%
|
|
|
46
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.2M
|
+$3.81M
|
+90,215
|
+44%
|
|
|
47
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$11.1M
|
+$11.3M
|
+267,000
|
New
|
|
|
48
|
WealthSource Partners
San Luis Obispo,
California
|
$11.1M
|
-$311K
|
-7,357
|
-3%
|
|
|
49
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$10.8M
|
+$11M
|
+259,958
|
New
|
|
|
50
|
Krilogy Financial
St. Louis,
Missouri
|
$10.7M
|
+$1M
|
+23,759
|
+10%
|
|
