|
26
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$14.5M
|
+$3.62M
|
+136,224
|
+32%
|
|
|
27
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$14M
|
+$886K
|
+33,356
|
+7%
|
|
|
28
|
Efficient Advisors
Mason,
Ohio
|
$13.2M
|
+$323K
|
+12,170
|
+2%
|
|
|
29
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$13M
|
+$563K
|
+21,222
|
+5%
|
|
|
30
|
TCI Wealth Advisors
Tucson,
Arizona
|
$12.7M
|
+$1.86M
|
+70,198
|
+17%
|
|
|
31
|
BetterWealth
San Jose,
California
|
$11.4M
|
+$227K
|
+8,533
|
+2%
|
|
|
32
|
Grunden Financial Advisory
Denton,
Texas
|
$9.06M
|
+$292K
|
+11,016
|
+3%
|
|
|
33
|
Walden Wealth Partners
Beachwood,
Ohio
|
$9M
|
+$237K
|
+8,934
|
+3%
|
|
|
34
|
Meredith Wealth Planning
Maryville,
Illinois
|
$8.91M
|
+$1.03M
|
+38,942
|
+13%
|
|
|
35
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.83M
|
+$851K
|
+32,038
|
+11%
|
|
|
36
|
Waverly Advisors
Birmingham,
Alabama
|
$8.23M
|
+$233K
|
+8,773
|
+3%
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.21M
|
+$242K
|
+9,110
|
+3%
|
|
|
38
|
Fischer Investment Strategies
Westlake Village,
California
|
$7.65M
|
-$1.73M
|
-65,117
|
-18%
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.62M
|
+$91.1K
|
+3,432
|
+1%
|
|
|
40
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.46M
|
+$676K
|
+25,475
|
+10%
|
|
|
41
|
CPA Asset Management
West Palm Beach,
Florida
|
$7.41M
|
+$116K
|
+4,368
|
+2%
|
|
|
42
|
Bank of America
Charlotte,
North Carolina
|
$7.09M
|
+$1.44M
|
+54,423
|
+25%
|
|
|
43
|
Liberty Wealth Management
Oakland,
California
|
$6.8M
|
+$5.25M
|
+197,709
|
+77%
|
|
|
44
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.63M
|
+$1.99M
|
+75,002
|
+42%
|
|
|
45
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$6.32M
|
-$62.3K
|
-2,345
|
-1%
|
|
|
46
|
Old Mission Capital
Chicago,
Illinois
|
$6.11M
|
+$6.16M
|
+231,970
|
New
|
|
|
47
|
Financial Engines Advisors
Santa Clara,
California
|
$5.95M
|
-$43.3K
|
-1,630
|
-0.7%
|
|
|
48
|
Mills Wealth Advisors
Southlake,
Texas
|
$5.84M
|
+$747K
|
+28,131
|
+15%
|
|
|
49
|
Family Wealth Partners
Matthews,
North Carolina
|
$5.72M
|
+$754K
|
+28,389
|
+15%
|
|
|
50
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$5.51M
|
+$766K
|
+28,860
|
+16%
|
|
