|
26
|
Corrigan Financial
Middletown,
Rhode Island
|
$15.8M
|
+$15.7M
|
+585,894
|
New
|
|
|
27
|
Efficient Advisors
Mason,
Ohio
|
$15.2M
|
-$549K
|
-20,534
|
-4%
|
|
|
28
|
RFG Advisory
Birmingham,
Alabama
|
$14.5M
|
+$14.4M
|
+537,413
|
New
|
|
|
29
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$14.4M
|
-$313K
|
-11,728
|
-2%
|
|
|
30
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14M
|
-$2.69M
|
-100,698
|
-16%
|
|
|
31
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$13M
|
-$816K
|
-30,540
|
-6%
|
|
|
32
|
True Wealth Design
Akron,
Ohio
|
$12.8M
|
-$14.6K
|
-545
|
-0.1%
|
|
|
33
|
von Borstel & Associates
The Dalles,
Oregon
|
$12.4M
|
+$2.57M
|
+96,253
|
+26%
|
|
|
34
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$11.7M
|
-$1.43M
|
-53,521
|
-11%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$11.6M
|
+$11.5M
|
+429,041
|
New
|
|
|
36
|
Meredith Wealth Planning
Maryville,
Illinois
|
$11.4M
|
+$454K
|
+16,977
|
+4%
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.9M
|
+$1.5M
|
+56,300
|
+16%
|
|
|
38
|
Envision Financial Planning
Memphis,
Tennessee
|
$10.8M
|
+$426K
|
+15,930
|
+4%
|
|
|
39
|
Wealthspire Advisors (New York)
New York
|
$10.1M
|
-$111K
|
-4,136
|
-1%
|
|
|
40
|
Grunden Financial Advisory
Denton,
Texas
|
$10.1M
|
+$240K
|
+8,965
|
+2%
|
|
|
41
|
Fortress Wealth Management
Culver City,
California
|
$9.59M
|
-$1.23M
|
-46,081
|
-11%
|
|
|
42
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.33M
|
+$1.25M
|
+46,693
|
+16%
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$8.94M
|
+$27.3K
|
+1,023
|
+0.3%
|
|
|
44
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.92M
|
-$1.33M
|
-49,590
|
-13%
|
|
|
45
|
Mills Wealth Advisors
Southlake,
Texas
|
$8.72M
|
+$2.02M
|
+75,738
|
+31%
|
|
|
46
|
United Wealth Management
Charlottesville,
Virginia
|
$8.66M
|
+$879K
|
+32,896
|
+11%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.54M
|
+$570K
|
+21,313
|
+7%
|
|
|
48
|
Waverly Advisors
Birmingham,
Alabama
|
$8.46M
|
+$118K
|
+4,411
|
+1%
|
|
|
49
|
Family Wealth Partners
Matthews,
North Carolina
|
$8.31M
|
+$601K
|
+22,473
|
+8%
|
|
|
50
|
CPA Asset Management
West Palm Beach,
Florida
|
$8.28M
|
+$114K
|
+4,260
|
+1%
|
|
