|
51
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$39.8M
|
+$1.49M
|
+38,770
|
+4%
|
|
|
52
|
Fulton Bank
Lancaster,
Pennsylvania
|
$39.7M
|
+$1.66M
|
+43,393
|
+4%
|
|
|
53
|
Vise Technologies
New York
|
$39.1M
|
–
|
–
|
–
|
|
|
54
|
Bridgewater Advisors
New York
|
$38.6M
|
+$2.11M
|
+54,984
|
+6%
|
|
|
55
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$37.3M
|
+$7.41M
|
+193,137
|
+24%
|
|
|
56
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$35.9M
|
-$1.41M
|
-36,722
|
-4%
|
|
|
57
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.8M
|
-$878K
|
-22,893
|
-2%
|
|
|
58
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$30.7M
|
+$1.13M
|
+29,536
|
+4%
|
|
|
59
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$30.3M
|
+$2.27M
|
+59,135
|
+8%
|
|
|
60
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30.2M
|
-$1.27M
|
-33,019
|
-4%
|
|
|
61
|
Farther Finance Advisors
San Francisco,
California
|
$28.9M
|
+$523K
|
+13,638
|
+2%
|
|
|
62
|
Stolz & Associates
Tacoma,
Washington
|
$28.6M
|
+$1.83M
|
+47,690
|
+7%
|
|
|
63
|
United Wealth Management
Charlottesville,
Virginia
|
$28.5M
|
+$996K
|
+25,959
|
+3%
|
|
|
64
|
Integrity Advisory Solutions
Dallas,
Texas
|
$28.3M
|
+$3.02M
|
+78,765
|
+11%
|
|
|
65
|
GeoWealth Management
Chicago,
Illinois
|
$28M
|
+$1.05M
|
+27,483
|
+4%
|
|
|
66
|
von Borstel & Associates
The Dalles,
Oregon
|
$27.7M
|
+$1.34M
|
+34,919
|
+5%
|
|
|
67
|
AE Wealth Management
Topeka,
Kansas
|
$27.4M
|
+$1.52M
|
+39,753
|
+6%
|
|
|
68
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$26.9M
|
-$87.6K
|
-2,285
|
-0.3%
|
|
|
69
|
True Wealth Design
Akron,
Ohio
|
$26.5M
|
+$1.02M
|
+26,471
|
+4%
|
|
|
70
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$26.4M
|
+$16.3M
|
+424,158
|
+144%
|
|
|
71
|
Efficient Advisors
Mason,
Ohio
|
$26.3M
|
-$15.9M
|
-414,462
|
-37%
|
|
|
72
|
Liberty Wealth Management
Oakland,
California
|
$25.8M
|
+$137K
|
+3,577
|
+0.5%
|
|
|
73
|
LVZ Inc
Holland,
Michigan
|
$25.3M
|
-$43.4M
|
-1,132,508
|
-62%
|
|
|
74
|
Empirical Wealth Management
Seattle,
Washington
|
$24.9M
|
+$331K
|
+8,622
|
+1%
|
|
|
75
|
Arlington Financial Advisors
Santa Barbara,
California
|
$24.7M
|
+$2.71M
|
+70,746
|
+12%
|
|
