|
26
|
Efficient Advisors
Mason,
Ohio
|
$14.7M
|
+$1.76M
|
+67,090
|
+13%
|
|
|
27
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$13.7M
|
+$94.4K
|
+3,594
|
+0.7%
|
|
|
28
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$12.9M
|
+$187K
|
+7,114
|
+1%
|
|
|
29
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$12.3M
|
-$6.91M
|
-263,156
|
-35%
|
|
|
30
|
True Wealth Design
Akron,
Ohio
|
$12M
|
+$687K
|
+26,143
|
+6%
|
|
|
31
|
Meredith Wealth Planning
Maryville,
Illinois
|
$10.3M
|
+$1.19M
|
+45,258
|
+12%
|
|
|
32
|
Old Mission Capital
Chicago,
Illinois
|
$10.2M
|
+$6.74M
|
+256,671
|
+174%
|
|
|
33
|
Fortress Wealth Management
Culver City,
California
|
$10.1M
|
+$1.13M
|
+42,963
|
+12%
|
|
|
34
|
Envision Financial Planning
Memphis,
Tennessee
|
$9.67M
|
+$336K
|
+12,806
|
+3%
|
|
|
35
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.6M
|
-$1.62M
|
-61,746
|
-14%
|
|
|
36
|
Wealthspire Advisors (New York)
New York
|
$9.58M
|
-$38.8K
|
-1,477
|
-0.4%
|
|
|
37
|
von Borstel & Associates
The Dalles,
Oregon
|
$9.23M
|
+$3.8M
|
+144,818
|
+66%
|
|
|
38
|
Grunden Financial Advisory
Denton,
Texas
|
$9.22M
|
+$451K
|
+17,179
|
+5%
|
|
|
39
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.2M
|
+$405K
|
+15,417
|
+4%
|
|
|
40
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.75M
|
+$159K
|
+6,052
|
+2%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$8.34M
|
+$599K
|
+22,796
|
+7%
|
|
|
42
|
Waverly Advisors
Birmingham,
Alabama
|
$7.81M
|
-$206K
|
-7,838
|
-2%
|
|
|
43
|
CPA Asset Management
West Palm Beach,
Florida
|
$7.65M
|
+$500K
|
+19,040
|
+7%
|
|
|
44
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$7.56M
|
+$761K
|
+28,962
|
+11%
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.46M
|
+$25.5K
|
+969
|
+0.3%
|
|
|
46
|
United Wealth Management
Charlottesville,
Virginia
|
$7.28M
|
+$7.58M
|
+288,457
|
New
|
|
|
47
|
Family Wealth Partners
Matthews,
North Carolina
|
$7.21M
|
+$1.61M
|
+61,176
|
+27%
|
|
|
48
|
Quadcap Wealth Management
Frisco,
Texas
|
$7.05M
|
+$318K
|
+12,092
|
+5%
|
|
|
49
|
Apella Capital
West Hartford,
Connecticut
|
$6.93M
|
+$7.22M
|
+274,810
|
New
|
|
|
50
|
Liberty Wealth Management
Oakland,
California
|
$6.83M
|
+$136K
|
+5,195
|
+2%
|
|
