|
26
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$16.1M
|
+$745K
|
+27,727
|
+5%
|
|
|
27
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$15M
|
+$240K
|
+8,926
|
+2%
|
|
|
28
|
Efficient Advisors
Mason,
Ohio
|
$14.3M
|
+$406K
|
+15,101
|
+3%
|
|
|
29
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$14M
|
+$328K
|
+12,204
|
+2%
|
|
|
30
|
True Wealth Design
Akron,
Ohio
|
$12.4M
|
-$2.87M
|
-106,862
|
-19%
|
|
|
31
|
BetterWealth
San Jose,
California
|
$12.3M
|
+$312K
|
+11,602
|
+3%
|
|
|
32
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.3M
|
+$4.11M
|
+152,876
|
+53%
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
$10.6M
|
+$10.2M
|
+380,999
|
New
|
|
|
34
|
Envision Financial Planning
Memphis,
Tennessee
|
$10.3M
|
+$5.79M
|
+215,554
|
+139%
|
|
|
35
|
Meredith Wealth Planning
Maryville,
Illinois
|
$10M
|
+$641K
|
+23,864
|
+7%
|
|
|
36
|
Fortress Wealth Management
Culver City,
California
|
$9.94M
|
+$4.24M
|
+157,935
|
+79%
|
|
|
37
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.68M
|
+$377K
|
+14,050
|
+4%
|
|
|
38
|
Grunden Financial Advisory
Denton,
Texas
|
$9.65M
|
+$111K
|
+4,140
|
+1%
|
|
|
39
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.44M
|
+$781K
|
+29,071
|
+9%
|
|
|
40
|
Waverly Advisors
Birmingham,
Alabama
|
$8.79M
|
+$129K
|
+4,796
|
+2%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$8.53M
|
+$1.04M
|
+38,587
|
+14%
|
|
|
42
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.17M
|
+$306K
|
+11,376
|
+4%
|
|
|
43
|
CPA Asset Management
West Palm Beach,
Florida
|
$7.87M
|
+$69.9K
|
+2,604
|
+0.9%
|
|
|
44
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.5M
|
+$2.17M
|
+80,707
|
+42%
|
|
|
45
|
Quadcap Wealth Management
Frisco,
Texas
|
$7.41M
|
+$2.33M
|
+86,614
|
+48%
|
|
|
46
|
Liberty Wealth Management
Oakland,
California
|
$7.36M
|
-$5.1M
|
-189,947
|
-42%
|
|
|
47
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.06M
|
+$77.8K
|
+2,897
|
+1%
|
|
|
48
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$6.86M
|
+$195K
|
+7,247
|
+3%
|
|
|
49
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$6.7M
|
+$878K
|
+32,688
|
+16%
|
|
|
50
|
Mills Wealth Advisors
Southlake,
Texas
|
$6.56M
|
+$406K
|
+15,106
|
+7%
|
|
