|
26
|
Mariner
Overland Park,
Kansas
|
$34.6M
|
+$7.25M
|
+214,246
|
+27%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$29.6M
|
+$14.5M
|
+426,832
|
+97%
|
|
|
28
|
Meredith Wealth Planning
Maryville,
Illinois
|
$24.9M
|
+$204K
|
+6,019
|
+0.8%
|
|
|
29
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$24.4M
|
+$620K
|
+18,312
|
+3%
|
|
|
30
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$21.9M
|
+$103K
|
+3,045
|
+0.5%
|
|
|
31
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$20.2M
|
+$1.17M
|
+34,535
|
+6%
|
|
|
32
|
Bridgewater Advisors
New York
|
$18.3M
|
-$590K
|
-17,415
|
-3%
|
|
|
33
|
von Borstel & Associates
The Dalles,
Oregon
|
$17.3M
|
+$714K
|
+21,082
|
+4%
|
|
|
34
|
True Wealth Design
Akron,
Ohio
|
$17M
|
+$1.33M
|
+39,372
|
+9%
|
|
|
35
|
Wealth Architects
Mountain View,
California
|
$16.7M
|
+$10.9M
|
+321,034
|
+190%
|
|
|
36
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$16.5M
|
+$138K
|
+4,074
|
+0.9%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
+$1.07M
|
+31,592
|
+7%
|
|
|
38
|
25 LLC
St. Louis,
Missouri
|
$15.9M
|
+$802K
|
+23,693
|
+5%
|
|
|
39
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15.9M
|
-$9.51K
|
-281
|
-0.1%
|
|
|
40
|
Stolz & Associates
Tacoma,
Washington
|
$15.7M
|
+$1.1M
|
+32,623
|
+8%
|
|
|
41
|
Three Arch Wealth Management
Irvine,
California
|
$15.4M
|
+$1.21M
|
+35,634
|
+9%
|
|
|
42
|
Farther Finance Advisors
San Francisco,
California
|
$15.3M
|
+$1.25M
|
+36,809
|
+9%
|
|
|
43
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15M
|
+$470K
|
+13,870
|
+3%
|
|
|
44
|
Envision Financial Planning
Memphis,
Tennessee
|
$15M
|
+$324K
|
+9,559
|
+2%
|
|
|
45
|
Quadcap Wealth Management
Frisco,
Texas
|
$14.9M
|
+$1.29M
|
+38,204
|
+10%
|
|
|
46
|
Mills Wealth Advisors
Southlake,
Texas
|
$14.2M
|
+$597K
|
+17,626
|
+4%
|
|
|
47
|
LPL Financial
San Diego,
California
|
$14M
|
+$1.44M
|
+42,393
|
+12%
|
|
|
48
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$13M
|
–
|
–
|
–
|
|
|
49
|
Family Wealth Partners
Matthews,
North Carolina
|
$12.9M
|
+$839K
|
+24,782
|
+7%
|
|
|
50
|
Fiduciary Financial Group
San Rafael,
California
|
$12M
|
+$1.21M
|
+35,608
|
+11%
|
|
