|
51
|
Beacon Pointe Advisors
Newport Beach,
California
|
$27.2M
|
-$556K
|
-16,964
|
-2%
|
|
|
52
|
Liberty Wealth Management
Oakland,
California
|
$27M
|
-$23.3M
|
-710,270
|
-47%
|
|
|
53
|
Allworth Financial
Folsom,
California
|
$26.7M
|
+$4.66M
|
+142,163
|
+22%
|
|
|
54
|
BetterWealth
San Jose,
California
|
$26.4M
|
+$310K
|
+9,453
|
+1%
|
|
|
55
|
True Wealth Design
Akron,
Ohio
|
$26.3M
|
-$5.56M
|
-169,759
|
-18%
|
|
|
56
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$26.1M
|
+$3.22M
|
+98,287
|
+15%
|
|
|
57
|
|
$23.9M
|
-$91.7K
|
-2,800
|
-0.4%
|
|
|
58
|
Retirement Solution
Redmond,
Washington
|
$23.5M
|
-$609K
|
-18,587
|
-3%
|
|
|
59
|
Meredith Wealth Planning
Maryville,
Illinois
|
$23.4M
|
+$784K
|
+23,943
|
+4%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$22.4M
|
+$712K
|
+21,725
|
+3%
|
|
|
61
|
TCI Wealth Advisors
Tucson,
Arizona
|
$20.5M
|
+$3.6M
|
+110,056
|
+22%
|
|
|
62
|
Fortress Wealth Management
Culver City,
California
|
$19.6M
|
+$3.41M
|
+104,254
|
+22%
|
|
|
63
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$19.1M
|
+$1.49M
|
+45,396
|
+9%
|
|
|
64
|
AE Wealth Management
Topeka,
Kansas
|
$18.7M
|
+$1.46M
|
+44,566
|
+9%
|
|
|
65
|
MB Generational Wealth
Spokane,
Washington
|
$18.5M
|
-$38.6K
|
-1,180
|
-0.2%
|
|
|
66
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$17.8M
|
+$310K
|
+9,464
|
+2%
|
|
|
67
|
Opus Capital Group
Cincinnati,
Ohio
|
$17.8M
|
+$1.49M
|
+45,395
|
+10%
|
|
|
68
|
Mariner
Overland Park,
Kansas
|
$17.5M
|
+$2.55M
|
+77,918
|
+18%
|
|
|
69
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$17.2M
|
-$670K
|
-20,471
|
-4%
|
|
|
70
|
Stifel Financial
St. Louis,
Missouri
|
$17.1M
|
-$158K
|
-4,834
|
-1%
|
|
|
71
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$16.8M
|
+$793K
|
+24,227
|
+5%
|
|
|
72
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.8M
|
+$3.35M
|
+102,407
|
+26%
|
|
|
73
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$16.6M
|
+$3.69M
|
+112,567
|
+30%
|
|
|
74
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.4M
|
+$691K
|
+21,103
|
+5%
|
|
|
75
|
Lutz Financial Services
Omaha,
Nebraska
|
$15.7M
|
+$459K
|
+14,017
|
+3%
|
|
