|
26
|
Curio Wealth
Annapolis,
Maryland
|
$44.6M
|
+$5.72M
|
+118,680
|
+15%
|
|
|
27
|
55 North Private Wealth
Winter Park,
Florida
|
$41.5M
|
+$41.7M
|
+865,677
|
New
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$40.9M
|
+$30.5M
|
+632,810
|
+287%
|
|
|
29
|
Financial Plan Inc
Bellingham,
Washington
|
$37.4M
|
+$37.6M
|
+780,212
|
New
|
|
|
30
|
Park Avenue Securities
New York
|
$37.2M
|
+$1.82M
|
+37,780
|
+5%
|
|
|
31
|
Wealthquest
Cincinnati,
Ohio
|
$35.1M
|
+$3.66M
|
+76,030
|
+12%
|
|
|
32
|
Signature Resources Capital Management
Newport Beach,
California
|
$32.7M
|
+$3.28M
|
+68,016
|
+11%
|
|
|
33
|
MASECO Private Wealth
London,
|
$31.1M
|
+$1.3M
|
+26,884
|
+4%
|
|
|
34
|
Mattern Wealth Management
Lawrence,
Kansas
|
$28.5M
|
+$1.6M
|
+33,150
|
+6%
|
|
|
35
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$27.8M
|
+$5.16M
|
+107,014
|
+23%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$27.6M
|
+$4.4M
|
+91,295
|
+19%
|
|
|
37
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$26.3M
|
+$1.26M
|
+26,089
|
+5%
|
|
|
38
|
Valued Wealth Advisors
Holladay,
Utah
|
$26.2M
|
+$971K
|
+20,149
|
+4%
|
|
|
39
|
Eclectic Associates
Fullerton,
California
|
$26.1M
|
+$7.82M
|
+162,357
|
+43%
|
|
|
40
|
Grunden Financial Advisory
Denton,
Texas
|
$24.7M
|
+$83.9K
|
+1,741
|
+0.3%
|
|
|
41
|
Sterling Wealth Advisors
Plantation,
Florida
|
$23.9M
|
-$958K
|
-19,877
|
-4%
|
|
|
42
|
Northwest Wealth Management
Spencer,
Iowa
|
$23M
|
+$3.6M
|
+74,687
|
+18%
|
|
|
43
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$22.8M
|
+$1.2M
|
+24,875
|
+6%
|
|
|
44
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$22.2M
|
+$1.5M
|
+31,073
|
+7%
|
|
|
45
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$22.2M
|
+$6.58M
|
+136,492
|
+42%
|
|
|
46
|
Wolfstich Capital
Medfield,
Massachusetts
|
$22M
|
+$22.1M
|
+458,208
|
New
|
|
|
47
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$21.8M
|
+$1.45M
|
+30,102
|
+7%
|
|
|
48
|
SJS Investment Consulting
Sylvania,
Ohio
|
$21.2M
|
+$1.66M
|
+34,544
|
+8%
|
|
|
49
|
Vestment Financial
Chanhassen,
Minnesota
|
$21M
|
+$2.19M
|
+45,438
|
+12%
|
|
|
50
|
SC&H Financial Advisors
Sparks,
Maryland
|
$20.4M
|
+$5.22M
|
+108,378
|
+34%
|
|
