|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40.6M
|
+$6.07M
|
+168,537
|
+17%
|
|
|
27
|
Mariner
Overland Park,
Kansas
|
$40.6M
|
+$6.97M
|
+193,410
|
+21%
|
|
|
28
|
Destiny Wealth Partners
Tavares,
Florida
|
$36.2M
|
-$746K
|
-20,699
|
-2%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
-$275K
|
-7,624
|
-0.8%
|
|
|
30
|
Team Hewins
Redwood City,
California
|
$33.7M
|
+$1.05M
|
+29,135
|
+3%
|
|
|
31
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$33.6M
|
+$729K
|
+20,223
|
+2%
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.5M
|
+$42.8K
|
+1,188
|
+0.1%
|
|
|
33
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$33.3M
|
+$15M
|
+415,211
|
+80%
|
|
|
34
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$32.7M
|
+$5.34M
|
+148,308
|
+19%
|
|
|
35
|
EnRich Financial Partners
Madison,
Wisconsin
|
$32.4M
|
-$932K
|
-25,864
|
-3%
|
|
|
36
|
Acropolis Investment Management
St. Louis,
Missouri
|
$32.4M
|
+$330K
|
+9,169
|
+1%
|
|
|
37
|
Tumwater Wealth Management
Boise,
Idaho
|
$32M
|
+$123K
|
+3,413
|
+0.4%
|
|
|
38
|
Waterloo Capital
Austin,
Texas
|
$30.1M
|
+$30.4M
|
+843,190
|
New
|
|
|
39
|
Linscomb Wealth
Houston,
Texas
|
$29.9M
|
+$16.5M
|
+457,813
|
+120%
|
|
|
40
|
WPWealth
Fort Worth,
Texas
|
$29.5M
|
-$2.2M
|
-61,055
|
-7%
|
|
|
41
|
|
$29M
|
+$2.54M
|
+70,492
|
+10%
|
|
|
42
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$28.3M
|
-$65.6K
|
-1,820
|
-0.2%
|
|
|
43
|
Raymond James Financial
St Petersburg,
Florida
|
$28M
|
+$2.96M
|
+82,096
|
+12%
|
|
|
44
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$27.9M
|
+$1.41M
|
+39,203
|
+5%
|
|
|
45
|
Tilson Financial Group
New Providence,
New Jersey
|
$27.9M
|
+$606K
|
+16,812
|
+2%
|
|
|
46
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$27.2M
|
+$2.98M
|
+82,618
|
+12%
|
|
|
47
|
Wealth Architects
Mountain View,
California
|
$24.9M
|
+$1.27M
|
+35,363
|
+5%
|
|
|
48
|
Tobias Financial Advisors
Plantation,
Florida
|
$24.7M
|
+$3.29M
|
+91,213
|
+15%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.6M
|
-$18.7M
|
-519,506
|
-43%
|
|
|
50
|
Eclectic Associates
Fullerton,
California
|
$23.9M
|
+$5.8M
|
+160,954
|
+32%
|
|
