|
26
|
CPA Asset Management
West Palm Beach,
Florida
|
$20M
|
+$19.9M
|
+444,268
|
New
|
|
|
27
|
Mercer Global Advisors
Denver,
Colorado
|
$19M
|
+$6.46M
|
+143,949
|
+52%
|
|
|
28
|
Navalign LLC
Encino,
California
|
$17.1M
|
+$947K
|
+21,122
|
+6%
|
|
|
29
|
Axxcess Wealth Management
Carlsbad,
California
|
$16.2M
|
+$15.4M
|
+343,422
|
+2,082%
|
|
|
30
|
Presidio Capital Management
San Diego,
California
|
$16.2M
|
+$16.1M
|
+359,915
|
New
|
|
|
31
|
|
$15.6M
|
-$2.25M
|
-50,154
|
-13%
|
|
|
32
|
Gratus Capital
Atlanta,
Georgia
|
$15.3M
|
-$257K
|
-5,724
|
-2%
|
|
|
33
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$14.6M
|
+$74.2K
|
+1,655
|
+0.5%
|
|
|
34
|
NFP Retirement Inc
Aliso Viejo,
California
|
$13.5M
|
+$860K
|
+19,170
|
+7%
|
|
|
35
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$12.4M
|
+$408K
|
+9,104
|
+3%
|
|
|
36
|
Aspiriant LLC
Los Angeles,
California
|
$12.3M
|
+$1.49M
|
+33,219
|
+14%
|
|
|
37
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$12.3M
|
+$1.73M
|
+38,649
|
+17%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.3M
|
-$4.58M
|
-102,194
|
-28%
|
|
|
39
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$11.6M
|
+$11.6M
|
+258,054
|
New
|
|
|
40
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$11.6M
|
+$690K
|
+15,381
|
+6%
|
|
|
41
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$11.3M
|
+$7.52M
|
+167,627
|
+215%
|
|
|
42
|
Linscomb Wealth
Houston,
Texas
|
$11.1M
|
+$1.21M
|
+26,885
|
+12%
|
|
|
43
|
Rockland Trust
Hanover,
Massachusetts
|
$10.9M
|
+$2.35M
|
+52,498
|
+28%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$10.3M
|
+$236K
|
+5,261
|
+2%
|
|
|
45
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.2M
|
-$260K
|
-5,800
|
-3%
|
|
|
46
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.75M
|
-$222K
|
-4,941
|
-2%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$9.64M
|
+$9.17M
|
+204,386
|
+2,146%
|
|
|
48
|
Atria Wealth Solutions
New York
|
$9.64M
|
+$5.58M
|
+124,409
|
+139%
|
|
|
49
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.63M
|
+$4.3M
|
+95,902
|
+81%
|
|
|
50
|
Principle Wealth Partners
Madison,
Connecticut
|
$9.52M
|
+$7.04M
|
+156,862
|
+288%
|
|
