|
26
|
Mariner
Overland Park,
Kansas
|
$25.7M
|
+$4.82M
|
+144,988
|
+22%
|
|
|
27
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25.6M
|
+$7.34M
|
+220,807
|
+38%
|
|
|
28
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$23.7M
|
+$504K
|
+15,172
|
+2%
|
|
|
29
|
Meredith Wealth Planning
Maryville,
Illinois
|
$23.3M
|
+$7.78M
|
+234,072
|
+48%
|
|
|
30
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.6M
|
-$99.7K
|
-3,001
|
-0.5%
|
|
|
31
|
Bridgewater Advisors
New York
|
$18.6M
|
-$4.86M
|
-146,279
|
-21%
|
|
|
32
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$18M
|
+$633K
|
+19,052
|
+4%
|
|
|
33
|
von Borstel & Associates
The Dalles,
Oregon
|
$15.6M
|
-$271K
|
-8,162
|
-2%
|
|
|
34
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$15.4M
|
-$198K
|
-5,970
|
-1%
|
|
|
35
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15M
|
+$641K
|
+19,302
|
+4%
|
|
|
36
|
True Wealth Design
Akron,
Ohio
|
$14.8M
|
+$420K
|
+12,648
|
+3%
|
|
|
37
|
Stolz & Associates
Tacoma,
Washington
|
$14.5M
|
+$150K
|
+4,522
|
+1%
|
|
|
38
|
25 LLC
St. Louis,
Missouri
|
$14.3M
|
+$772K
|
+23,233
|
+6%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$14.2M
|
+$13.8M
|
+416,549
|
+1,694%
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$1.94M
|
+58,317
|
+15%
|
|
|
41
|
Envision Financial Planning
Memphis,
Tennessee
|
$13.8M
|
+$505K
|
+15,197
|
+4%
|
|
|
42
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.8M
|
+$1.18M
|
+35,567
|
+9%
|
|
|
43
|
Farther Finance Advisors
San Francisco,
California
|
$13.4M
|
-$270K
|
-8,116
|
-2%
|
|
|
44
|
Three Arch Wealth Management
Irvine,
California
|
$13.4M
|
+$352K
|
+10,604
|
+3%
|
|
|
45
|
Mills Wealth Advisors
Southlake,
Texas
|
$12.8M
|
+$360K
|
+10,841
|
+3%
|
|
|
46
|
Quadcap Wealth Management
Frisco,
Texas
|
$12.8M
|
+$985K
|
+29,634
|
+8%
|
|
|
47
|
Allworth Financial
Folsom,
California
|
$12.7M
|
+$13M
|
+391,747
|
+10,175%
|
|
|
48
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$12.2M
|
+$2.81M
|
+84,542
|
+29%
|
|
|
49
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$1.57M
|
+47,390
|
+15%
|
|
|
50
|
Family Wealth Partners
Matthews,
North Carolina
|
$11.4M
|
+$1.57M
|
+47,276
|
+15%
|
|
