|
26
|
Root Financial Partners
Encinitas,
California
|
$17.8M
|
+$5.58M
|
+118,930
|
+46%
|
|
|
27
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$17.5M
|
+$1.59M
|
+33,960
|
+10%
|
|
|
28
|
Ruedi Wealth Management
Champaign,
Illinois
|
$17.2M
|
+$6.12M
|
+130,358
|
+55%
|
|
|
29
|
Valued Wealth Advisors
Holladay,
Utah
|
$16.4M
|
+$1.03M
|
+21,870
|
+7%
|
|
|
30
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$16.2M
|
+$4.49M
|
+95,643
|
+39%
|
|
|
31
|
Waverly Advisors
Birmingham,
Alabama
|
$15.8M
|
-$2.24M
|
-47,697
|
-12%
|
|
|
32
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$15.7M
|
+$756K
|
+16,110
|
+5%
|
|
|
33
|
SJS Investment Consulting
Sylvania,
Ohio
|
$15M
|
+$1.09M
|
+23,134
|
+8%
|
|
|
34
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$14.4M
|
+$1.14M
|
+24,308
|
+9%
|
|
|
35
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$13.1M
|
+$3.95M
|
+84,102
|
+43%
|
|
|
36
|
Signature Resources Capital Management
Newport Beach,
California
|
$12.7M
|
+$1.92M
|
+40,876
|
+18%
|
|
|
37
|
Client 1st Advisory Group
Dunedin,
Florida
|
$12.5M
|
+$2.05M
|
+43,737
|
+20%
|
|
|
38
|
Burney Company
Reston,
Virginia
|
$12.2M
|
-$6.45M
|
-137,431
|
-35%
|
|
|
39
|
RCS Financial Planning
Annapolis,
Maryland
|
$12.2M
|
+$762K
|
+16,227
|
+7%
|
|
|
40
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$12.2M
|
+$2.01M
|
+42,845
|
+20%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
+$4.24M
|
+90,411
|
+55%
|
|
|
42
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.7M
|
-$62.9K
|
-1,340
|
-0.6%
|
|
|
43
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$10.5M
|
+$754K
|
+16,070
|
+8%
|
|
|
44
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.4M
|
+$7.89M
|
+168,135
|
+316%
|
|
|
45
|
Tortoise Investment Management
White Plains,
New York
|
$10.4M
|
+$3.04M
|
+64,788
|
+42%
|
|
|
46
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$10.3M
|
+$1.45M
|
+30,788
|
+16%
|
|
|
47
|
Renaissance Technologies
New York
|
$10M
|
+$3.7M
|
+78,838
|
+59%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$9.4M
|
+$574K
|
+12,222
|
+7%
|
|
|
49
|
|
$9M
|
+$1.46M
|
+31,194
|
+19%
|
|
|
50
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$8.93M
|
+$1.27M
|
+27,146
|
+17%
|
|
