|
26
|
Mariner
Overland Park,
Kansas
|
$20.7M
|
+$4.01M
|
+129,290
|
+25%
|
|
|
27
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.4M
|
-$728K
|
-23,449
|
-4%
|
|
|
28
|
Premier Financial Group
Eureka,
California
|
$20.1M
|
-$951K
|
-30,625
|
-5%
|
|
|
29
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$18.2M
|
+$3.45M
|
+111,290
|
+24%
|
|
|
30
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$17M
|
-$184K
|
-5,930
|
-1%
|
|
|
31
|
RFG Advisory
Birmingham,
Alabama
|
$16.6M
|
+$33.5K
|
+1,078
|
+0.2%
|
|
|
32
|
Efficient Advisors
Mason,
Ohio
|
$16.1M
|
-$2.94M
|
-94,814
|
-16%
|
|
|
33
|
von Borstel & Associates
The Dalles,
Oregon
|
$15.6M
|
+$202K
|
+6,504
|
+1%
|
|
|
34
|
Meredith Wealth Planning
Maryville,
Illinois
|
$15.5M
|
+$488K
|
+15,724
|
+3%
|
|
|
35
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$15.3M
|
+$114K
|
+3,684
|
+0.8%
|
|
|
36
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$14.1M
|
+$233K
|
+7,516
|
+2%
|
|
|
37
|
True Wealth Design
Akron,
Ohio
|
$14.1M
|
-$322K
|
-10,377
|
-2%
|
|
|
38
|
Stolz & Associates
Tacoma,
Washington
|
$13.4M
|
+$13.1M
|
+422,779
|
New
|
|
|
39
|
25 LLC
St. Louis,
Missouri
|
$13.3M
|
+$12.8M
|
+410,884
|
+4,482%
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
$13.3M
|
+$12.4M
|
+399,237
|
+2,057%
|
|
|
41
|
Envision Financial Planning
Memphis,
Tennessee
|
$13.1M
|
-$18.3K
|
-589
|
-0.1%
|
|
|
42
|
Grunden Financial Advisory
Denton,
Texas
|
$13M
|
+$506K
|
+16,305
|
+4%
|
|
|
43
|
Three Arch Wealth Management
Irvine,
California
|
$12.8M
|
+$12.6M
|
+404,835
|
New
|
|
|
44
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$12.8M
|
-$1.06M
|
-34,250
|
-8%
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.4M
|
+$392K
|
+12,633
|
+3%
|
|
|
46
|
Mills Wealth Advisors
Southlake,
Texas
|
$12.3M
|
+$566K
|
+18,233
|
+5%
|
|
|
47
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$1.07M
|
+34,348
|
+10%
|
|
|
48
|
Quadcap Wealth Management
Frisco,
Texas
|
$11.7M
|
+$1.08M
|
+34,941
|
+10%
|
|
|
49
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$11M
|
+$54.8K
|
+1,767
|
+0.5%
|
|
|
50
|
United Wealth Management
Charlottesville,
Virginia
|
$10.6M
|
+$336K
|
+10,837
|
+3%
|
|
