|
51
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$27M
|
+$1.12M
|
+32,258
|
+4%
|
|
|
52
|
Beacon Pointe Advisors
Newport Beach,
California
|
$26.8M
|
-$196K
|
-5,654
|
-0.7%
|
|
|
53
|
Allworth Financial
Folsom,
California
|
$26.6M
|
-$702K
|
-20,275
|
-3%
|
|
|
54
|
Liberty Wealth Management
Oakland,
California
|
$26.4M
|
-$310K
|
-8,950
|
-1%
|
|
|
55
|
True Wealth Design
Akron,
Ohio
|
$26M
|
-$7.65K
|
-221
|
-0%
|
|
|
56
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$26M
|
+$80K
|
+2,313
|
+0.3%
|
|
|
57
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$24.9M
|
-$7.65M
|
-221,110
|
-23%
|
|
|
58
|
Meredith Wealth Planning
Maryville,
Illinois
|
$24.6M
|
+$1.35M
|
+38,921
|
+6%
|
|
|
59
|
TCI Wealth Advisors
Tucson,
Arizona
|
$24.3M
|
+$4.05M
|
+117,106
|
+19%
|
|
|
60
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$23.6M
|
-$8.26M
|
-238,784
|
-25%
|
|
|
61
|
Retirement Solution
Redmond,
Washington
|
$22.8M
|
-$495K
|
-14,306
|
-2%
|
|
|
62
|
United Wealth Management
Charlottesville,
Virginia
|
$22M
|
+$22.6M
|
+652,508
|
New
|
|
|
63
|
Timonier Family Office
Winston Salem,
North Carolina
|
$22M
|
+$22.5M
|
+650,549
|
New
|
|
|
64
|
Fortress Wealth Management
Culver City,
California
|
$21.3M
|
+$1.88M
|
+54,367
|
+9%
|
|
|
65
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$20.7M
|
+$1.81M
|
+52,223
|
+9%
|
|
|
66
|
Mariner
Overland Park,
Kansas
|
$20.6M
|
+$3.32M
|
+96,020
|
+19%
|
|
|
67
|
AE Wealth Management
Topeka,
Kansas
|
$20.4M
|
+$1.94M
|
+55,929
|
+10%
|
|
|
68
|
RW Investment Management
Eagle,
Idaho
|
$20.2M
|
+$18.2M
|
+527,054
|
+752%
|
|
|
69
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.9M
|
+$3.77M
|
+108,850
|
+23%
|
|
|
70
|
Bridgewater Advisors
New York
|
$19.4M
|
+$4.15M
|
+119,815
|
+26%
|
|
|
71
|
MB Generational Wealth
Spokane,
Washington
|
$18.1M
|
-$284K
|
-8,210
|
-2%
|
|
|
72
|
Apella Capital
West Hartford,
Connecticut
|
$18M
|
+$16.5M
|
+477,255
|
+869%
|
|
|
73
|
Opus Capital Group
Cincinnati,
Ohio
|
$18M
|
+$373K
|
+10,768
|
+2%
|
|
|
74
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$17.7M
|
+$68K
|
+1,965
|
+0.4%
|
|
|
75
|
|
$17.7M
|
+$18.1M
|
+522,757
|
New
|
|
