|
26
|
Destiny Wealth Partners
Tavares,
Florida
|
$29.4M
|
+$128K
|
+4,330
|
+0.5%
|
|
|
27
|
EnRich Financial Partners
Madison,
Wisconsin
|
$29.1M
|
-$804K
|
-27,154
|
-3%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$28.1M
|
-$977K
|
-33,005
|
-4%
|
|
|
29
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$26.7M
|
+$1.22M
|
+41,234
|
+5%
|
|
|
30
|
Tumwater Wealth Management
Boise,
Idaho
|
$26.4M
|
+$1.17M
|
+39,679
|
+5%
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$26.4M
|
+$7.08M
|
+239,208
|
+39%
|
|
|
32
|
Team Hewins
Redwood City,
California
|
$26M
|
+$389K
|
+13,145
|
+2%
|
|
|
33
|
|
$25.9M
|
+$3.11M
|
+105,123
|
+14%
|
|
|
34
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25M
|
+$562K
|
+18,975
|
+2%
|
|
|
35
|
Acropolis Investment Management
St. Louis,
Missouri
|
$23.4M
|
+$113K
|
+3,832
|
+0.5%
|
|
|
36
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$23.3M
|
+$3.86M
|
+130,367
|
+21%
|
|
|
37
|
Tilson Financial Group
New Providence,
New Jersey
|
$22.5M
|
-$944K
|
-31,870
|
-4%
|
|
|
38
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$20.9M
|
+$3.05M
|
+103,165
|
+18%
|
|
|
39
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$20.2M
|
+$1.14M
|
+38,422
|
+6%
|
|
|
40
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19M
|
-$2.05M
|
-69,180
|
-10%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$18.8M
|
+$4.15M
|
+140,048
|
+30%
|
|
|
42
|
|
$18.7M
|
+$3.04M
|
+102,515
|
+20%
|
|
|
43
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$18.1M
|
+$2.78M
|
+93,765
|
+19%
|
|
|
44
|
Wealth Architects
Mountain View,
California
|
$17.9M
|
-$347K
|
-11,726
|
-2%
|
|
|
45
|
Hill Island Financial
Grand Rapids,
Michigan
|
$17.6M
|
-$154K
|
-5,191
|
-0.9%
|
|
|
46
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$17.4M
|
+$1.14M
|
+38,539
|
+7%
|
|
|
47
|
VeraBank
Henderson,
Texas
|
$15.9M
|
+$2.23M
|
+75,377
|
+17%
|
|
|
48
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$15.8M
|
-$2.66M
|
-89,868
|
-15%
|
|
|
49
|
Tobias Financial Advisors
Plantation,
Florida
|
$14.2M
|
-$480K
|
-16,201
|
-3%
|
|
|
50
|
Evanson Asset Management
Carmel,
California
|
$13.5M
|
+$105K
|
+3,537
|
+0.8%
|
|
