|
26
|
AssetMark Inc
Concord,
California
|
$16.5M
|
+$317K
|
+6,570
|
+2%
|
|
|
27
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$14.6M
|
+$880K
|
+18,259
|
+6%
|
|
|
28
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$13.9M
|
+$2.78M
|
+57,764
|
+25%
|
|
|
29
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$13.8M
|
+$2.27M
|
+47,200
|
+20%
|
|
|
30
|
Vestment Financial
Chanhassen,
Minnesota
|
$13.8M
|
+$1.48M
|
+30,744
|
+12%
|
|
|
31
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$10.9M
|
+$3.46M
|
+71,828
|
+46%
|
|
|
32
|
Dopkins Wealth Management
Williamsville,
New York
|
$10.6M
|
+$2.5M
|
+51,859
|
+31%
|
|
|
33
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.1M
|
-$331K
|
-6,869
|
-3%
|
|
|
34
|
EntreWealth
Austin,
Texas
|
$9.87M
|
+$1.67M
|
+34,712
|
+21%
|
|
|
35
|
Vested Financial Planning
San Carlos,
California
|
$9.84M
|
+$520K
|
+10,800
|
+6%
|
|
|
36
|
25 LLC
St. Louis,
Missouri
|
$9.76M
|
+$6.66M
|
+138,229
|
+215%
|
|
|
37
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$9.59M
|
+$1.27M
|
+26,317
|
+15%
|
|
|
38
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.18M
|
+$147K
|
+3,057
|
+2%
|
|
|
39
|
West Financial Advisors
Des Moines,
Iowa
|
$9.14M
|
-$188K
|
-3,904
|
-2%
|
|
|
40
|
Plancorp LLC
Saint Louis,
Missouri
|
$8.44M
|
+$418K
|
+8,679
|
+5%
|
|
|
41
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$8.14M
|
+$423K
|
+8,780
|
+5%
|
|
|
42
|
Citrine Capital
San Francisco,
California
|
$8.02M
|
+$1.16M
|
+24,148
|
+17%
|
|
|
43
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$8.02M
|
-$176K
|
-3,648
|
-2%
|
|
|
44
|
Outbound Financial Inc
Boulder,
Colorado
|
$7.68M
|
+$184K
|
+3,828
|
+2%
|
|
|
45
|
Optimus Capital Advisors
Coppel,
Texas
|
$7.25M
|
+$7.25M
|
+150,454
|
New
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.23M
|
+$552K
|
+11,446
|
+8%
|
|
|
47
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$7.15M
|
+$7.15M
|
+148,396
|
New
|
|
|
48
|
Maryland Capital Advisors
Chester,
Maryland
|
$7.09M
|
+$537K
|
+11,148
|
+8%
|
|
|
49
|
Core Wealth Management
Jupiter,
Florida
|
$6.64M
|
-$20K
|
-415
|
-0.3%
|
|
|
50
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$6.63M
|
+$541K
|
+11,219
|
+9%
|
|
