|
26
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$12.7M
|
+$1.07M
|
+41,122
|
+10%
|
|
|
27
|
BetterWealth
San Jose,
California
|
$11.5M
|
+$99.7K
|
+3,839
|
+0.9%
|
|
|
28
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$11.4M
|
+$2.84M
|
+109,207
|
+35%
|
|
|
29
|
TCI Wealth Advisors
Tucson,
Arizona
|
$11.1M
|
+$382K
|
+14,717
|
+4%
|
|
|
30
|
Fischer Investment Strategies
Westlake Village,
California
|
$9.58M
|
+$1.52M
|
+58,695
|
+20%
|
|
|
31
|
Grunden Financial Advisory
Denton,
Texas
|
$8.98M
|
+$130K
|
+4,991
|
+2%
|
|
|
32
|
Walden Wealth Partners
Beachwood,
Ohio
|
$8.85M
|
+$665K
|
+25,600
|
+8%
|
|
|
33
|
Waverly Advisors
Birmingham,
Alabama
|
$8.19M
|
+$97.3K
|
+3,748
|
+1%
|
|
|
34
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.17M
|
+$696K
|
+26,799
|
+10%
|
|
|
35
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.15M
|
+$982K
|
+37,798
|
+14%
|
|
|
36
|
Meredith Wealth Planning
Maryville,
Illinois
|
$8.07M
|
+$843K
|
+32,447
|
+12%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.71M
|
+$893K
|
+34,376
|
+14%
|
|
|
38
|
CPA Asset Management
West Palm Beach,
Florida
|
$7.47M
|
+$194K
|
+7,452
|
+3%
|
|
|
39
|
Liberty Wealth Management
Oakland,
California
|
$6.95M
|
-$43.9K
|
-1,689
|
-0.7%
|
|
|
40
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.95M
|
+$598K
|
+23,041
|
+10%
|
|
|
41
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$6.54M
|
+$129K
|
+4,982
|
+2%
|
|
|
42
|
Financial Engines Advisors
Santa Clara,
California
|
$6.13M
|
+$5.91M
|
+227,565
|
New
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$5.79M
|
+$2.25M
|
+86,772
|
+68%
|
|
|
44
|
Fortress Wealth Management
Culver City,
California
|
$5.28M
|
+$226K
|
+8,704
|
+5%
|
|
|
45
|
Mills Wealth Advisors
Southlake,
Texas
|
$5.21M
|
+$548K
|
+21,094
|
+12%
|
|
|
46
|
AE Wealth Management
Topeka,
Kansas
|
$5.18M
|
-$3.67M
|
-141,168
|
-42%
|
|
|
47
|
Family Wealth Partners
Matthews,
North Carolina
|
$5.09M
|
+$1.91M
|
+73,577
|
+64%
|
|
|
48
|
MB Generational Wealth
Spokane,
Washington
|
$5.05M
|
+$475K
|
+18,306
|
+11%
|
|
|
49
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.86M
|
+$767K
|
+29,526
|
+20%
|
|
|
50
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.77M
|
+$451K
|
+17,363
|
+11%
|
|
