|
26
|
United Wealth Management
Charlottesville,
Virginia
|
$24.4M
|
+$1.33M
|
+24,488
|
+6%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.8M
|
+$2.14M
|
+39,254
|
+10%
|
|
|
28
|
Quantum Financial Advisors
El Segundo,
California
|
$21.4M
|
+$3.69M
|
+67,880
|
+21%
|
|
|
29
|
Stolz & Associates
Tacoma,
Washington
|
$20.7M
|
+$5.55M
|
+101,955
|
+37%
|
|
|
30
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$19.6M
|
+$784K
|
+14,407
|
+4%
|
|
|
31
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$17.6M
|
+$1.31M
|
+24,054
|
+8%
|
|
|
32
|
Outbound Financial Inc
Boulder,
Colorado
|
$16.8M
|
+$1.34M
|
+24,594
|
+9%
|
|
|
33
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$16.2M
|
+$1.17M
|
+21,565
|
+8%
|
|
|
34
|
Savant Capital
Rockford,
Illinois
|
$15.5M
|
+$3.68M
|
+67,532
|
+31%
|
|
|
35
|
Gradient Capital Advisors
San Diego,
California
|
$12.8M
|
+$970K
|
+17,831
|
+8%
|
|
|
36
|
Wheels Up Wealth
Benicia,
California
|
$12.4M
|
+$775K
|
+14,239
|
+7%
|
|
|
37
|
Meredith Wealth Planning
Maryville,
Illinois
|
$12.4M
|
+$1.66M
|
+30,534
|
+15%
|
|
|
38
|
GeoWealth Management
Chicago,
Illinois
|
$11.6M
|
+$372K
|
+6,843
|
+3%
|
|
|
39
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$10.7M
|
-$132K
|
-2,429
|
-1%
|
|
|
40
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$10.7M
|
+$874K
|
+16,066
|
+9%
|
|
|
41
|
Old Mission Capital
Chicago,
Illinois
|
$10.5M
|
+$10.5M
|
+192,871
|
New
|
|
|
42
|
Archford Capital Strategies
Swansea,
Illinois
|
$10.4M
|
+$392K
|
+7,194
|
+4%
|
|
|
43
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.2M
|
-$91.3K
|
-1,678
|
-0.9%
|
|
|
44
|
|
$10.1M
|
–
|
–
|
–
|
|
|
45
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$10M
|
+$828K
|
+15,219
|
+9%
|
|
|
46
|
Signature Resources Capital Management
Newport Beach,
California
|
$9.51M
|
+$942K
|
+17,307
|
+11%
|
|
|
47
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$9.43M
|
+$3.31M
|
+60,754
|
+54%
|
|
|
48
|
|
$9.28M
|
+$768K
|
+14,113
|
+9%
|
|
|
49
|
Apella Capital
West Hartford,
Connecticut
|
$9.1M
|
+$7.78M
|
+142,896
|
+573%
|
|
|
50
|
CSP Financial Group
Scottsdale,
Arizona
|
$9.05M
|
+$828K
|
+15,219
|
+10%
|
|
