|
26
|
Total Wealth Planning
Cincinnati,
Ohio
|
$16.8M
|
+$1.21M
|
+44,792
|
+8%
|
|
|
27
|
RS Crum Inc
Newport Beach,
California
|
$16.8M
|
+$575K
|
+21,253
|
+4%
|
|
|
28
|
Corient Private Wealth
Miami,
Florida
|
$15.8M
|
-$10.5M
|
-389,128
|
-40%
|
|
|
29
|
Integris Wealth Management
Monterey,
California
|
$15.2M
|
+$397K
|
+14,675
|
+3%
|
|
|
30
|
Private Wealth Management Group
Princeton,
New Jersey
|
$14.9M
|
+$949K
|
+35,042
|
+7%
|
|
|
31
|
Planning Center Inc
Moline,
Illinois
|
$14.7M
|
+$422K
|
+15,588
|
+3%
|
|
|
32
|
Aspen Capital Management
Boise,
Idaho
|
$13.7M
|
+$718K
|
+26,530
|
+6%
|
|
|
33
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$13M
|
+$1.47M
|
+54,196
|
+13%
|
|
|
34
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$12.9M
|
-$712K
|
-26,282
|
-5%
|
|
|
35
|
Level Financial Advisors
East Amherst,
New York
|
$12.8M
|
+$1.15M
|
+42,356
|
+10%
|
|
|
36
|
Evanson Asset Management
Carmel,
California
|
$11.3M
|
+$1.66M
|
+61,445
|
+17%
|
|
|
37
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$10.9M
|
+$888K
|
+32,786
|
+9%
|
|
|
38
|
Parkshore Wealth Management
Granite Bay,
California
|
$10.6M
|
+$2.06M
|
+76,171
|
+24%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$677K
|
+24,986
|
+7%
|
|
|
40
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$9.45M
|
+$163K
|
+6,033
|
+2%
|
|
|
41
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$9.43M
|
-$775K
|
-28,611
|
-8%
|
|
|
42
|
Financial Engines Advisors
Santa Clara,
California
|
$8.96M
|
+$169K
|
+6,228
|
+2%
|
|
|
43
|
AWM Capital
Phoenix,
Arizona
|
$8.58M
|
+$1.56M
|
+57,780
|
+23%
|
|
|
44
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$7.76M
|
+$333K
|
+12,313
|
+5%
|
|
|
45
|
Apella Capital
West Hartford,
Connecticut
|
$7.66M
|
+$592K
|
+21,869
|
+8%
|
|
|
46
|
American Investment Services
Great Barrington,
Massachusetts
|
$7.64M
|
+$766K
|
+28,279
|
+11%
|
|
|
47
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.6M
|
+$2.3M
|
+84,960
|
+43%
|
|
|
48
|
RFG Advisory
Birmingham,
Alabama
|
$7.6M
|
+$49K
|
+1,810
|
+0.7%
|
|
|
49
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.42M
|
-$6.2M
|
-229,144
|
-46%
|
|
|
50
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$7.41M
|
+$370K
|
+13,655
|
+5%
|
|
