|
26
|
Total Wealth Planning
Cincinnati,
Ohio
|
$15.3M
|
+$871K
|
+33,170
|
+6%
|
|
|
27
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15M
|
+$1.57M
|
+59,935
|
+12%
|
|
|
28
|
Integris Wealth Management
Monterey,
California
|
$14.5M
|
+$226K
|
+8,602
|
+2%
|
|
|
29
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$14.4M
|
+$9.18M
|
+349,651
|
+189%
|
|
|
30
|
Planning Center Inc
Moline,
Illinois
|
$14M
|
+$343K
|
+13,057
|
+3%
|
|
|
31
|
Private Wealth Management Group
Princeton,
New Jersey
|
$13.7M
|
+$354K
|
+13,493
|
+3%
|
|
|
32
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.4M
|
+$7.33M
|
+279,218
|
+126%
|
|
|
33
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$13.4M
|
+$119K
|
+4,533
|
+0.9%
|
|
|
34
|
Aspen Capital Management
Boise,
Idaho
|
$12.7M
|
+$782K
|
+29,792
|
+7%
|
|
|
35
|
|
$12.5M
|
+$152K
|
+5,776
|
+1%
|
|
|
36
|
Level Financial Advisors
East Amherst,
New York
|
$11.5M
|
+$398K
|
+15,148
|
+4%
|
|
|
37
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$11.2M
|
+$779K
|
+29,678
|
+8%
|
|
|
38
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$10M
|
-$262K
|
-9,980
|
-3%
|
|
|
39
|
|
$9.98M
|
-$2.81M
|
-106,882
|
-22%
|
|
|
40
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$9.86M
|
+$593K
|
+22,583
|
+7%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.7M
|
+$168K
|
+6,417
|
+2%
|
|
|
42
|
Evanson Asset Management
Carmel,
California
|
$9.46M
|
+$502K
|
+19,110
|
+6%
|
|
|
43
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$9.12M
|
+$79.8K
|
+3,040
|
+0.9%
|
|
|
44
|
Financial Engines Advisors
Santa Clara,
California
|
$8.63M
|
+$48.7K
|
+1,855
|
+0.6%
|
|
|
45
|
Parkshore Wealth Management
Granite Bay,
California
|
$8.35M
|
+$2.17M
|
+82,525
|
+36%
|
|
|
46
|
RFG Advisory
Birmingham,
Alabama
|
$7.42M
|
-$198K
|
-7,550
|
-3%
|
|
|
47
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$7.3M
|
+$381K
|
+14,514
|
+6%
|
|
|
48
|
Apella Capital
West Hartford,
Connecticut
|
$6.95M
|
+$377K
|
+14,360
|
+6%
|
|
|
49
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$6.92M
|
+$390K
|
+14,850
|
+6%
|
|
|
50
|
AWM Capital
Phoenix,
Arizona
|
$6.88M
|
+$3.26M
|
+124,040
|
+94%
|
|
