|
26
|
Efficient Advisors
Mason,
Ohio
|
$18.3M
|
+$1.26M
|
+42,266
|
+8%
|
|
|
27
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$16.5M
|
+$186K
|
+6,261
|
+1%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$15.9M
|
+$4.37M
|
+146,661
|
+39%
|
|
|
29
|
RFG Advisory
Birmingham,
Alabama
|
$15.9M
|
-$77.8K
|
-2,614
|
-0.5%
|
|
|
30
|
von Borstel & Associates
The Dalles,
Oregon
|
$15.1M
|
+$720K
|
+24,170
|
+5%
|
|
|
31
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$14.6M
|
-$174K
|
-5,844
|
-1%
|
|
|
32
|
Meredith Wealth Planning
Maryville,
Illinois
|
$14.4M
|
+$1.14M
|
+38,404
|
+9%
|
|
|
33
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$14.1M
|
+$1.57M
|
+52,687
|
+13%
|
|
|
34
|
True Wealth Design
Akron,
Ohio
|
$13.9M
|
+$152K
|
+5,116
|
+1%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$13.4M
|
+$4.69M
|
+157,475
|
+56%
|
|
|
36
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.4M
|
-$12.4M
|
-415,933
|
-49%
|
|
|
37
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.3M
|
-$1.11M
|
-37,418
|
-8%
|
|
|
38
|
Envision Financial Planning
Memphis,
Tennessee
|
$12.6M
|
+$726K
|
+24,380
|
+6%
|
|
|
39
|
Fortress Wealth Management
Culver City,
California
|
$12.5M
|
+$1.44M
|
+48,339
|
+13%
|
|
|
40
|
Grunden Financial Advisory
Denton,
Texas
|
$12M
|
+$539K
|
+18,087
|
+5%
|
|
|
41
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.5M
|
+$1.56M
|
+52,237
|
+16%
|
|
|
42
|
Mills Wealth Advisors
Southlake,
Texas
|
$11.2M
|
+$431K
|
+14,461
|
+4%
|
|
|
43
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.9M
|
+$10.5M
|
+353,027
|
+5,830%
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$38.6K
|
+1,298
|
+0.4%
|
|
|
45
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$10.5M
|
-$999K
|
-33,547
|
-9%
|
|
|
46
|
|
$10.3M
|
-$2.78M
|
-93,356
|
-22%
|
|
|
47
|
Quadcap Wealth Management
Frisco,
Texas
|
$10.1M
|
+$528K
|
+17,738
|
+6%
|
|
|
48
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$9.86M
|
+$834K
|
+28,025
|
+9%
|
|
|
49
|
United Wealth Management
Charlottesville,
Virginia
|
$9.82M
|
+$70.9K
|
+2,381
|
+0.7%
|
|
|
50
|
CPA Asset Management
West Palm Beach,
Florida
|
$9.61M
|
+$407K
|
+13,684
|
+5%
|
|
