|
51
|
CPA Asset Management
West Palm Beach,
Florida
|
$24.8M
|
+$970K
|
+21,376
|
+4%
|
|
|
52
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$24.5M
|
+$1.91M
|
+42,009
|
+8%
|
|
|
53
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$24.2M
|
+$1.87M
|
+41,146
|
+8%
|
|
|
54
|
Regimen Wealth
Atlanta,
Georgia
|
$23.8M
|
+$927K
|
+20,435
|
+4%
|
|
|
55
|
Drake & Associates
Waukesha,
Wisconsin
|
$23.3M
|
+$1.46M
|
+32,120
|
+7%
|
|
|
56
|
Presidio Capital Management
San Diego,
California
|
$22.9M
|
+$141K
|
+3,117
|
+0.6%
|
|
|
57
|
Focus Partners Wealth
Boston,
Massachusetts
|
$21.9M
|
-$7.09M
|
-156,204
|
-24%
|
|
|
58
|
Gratus Capital
Atlanta,
Georgia
|
$21.8M
|
+$1.35M
|
+29,848
|
+7%
|
|
|
59
|
Weatherly Asset Management
Del Mar,
California
|
$21.6M
|
+$3.09M
|
+68,156
|
+17%
|
|
|
60
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$21.5M
|
+$3.92M
|
+86,325
|
+22%
|
|
|
61
|
Mercer Global Advisors
Denver,
Colorado
|
$21M
|
+$3.15M
|
+69,445
|
+18%
|
|
|
62
|
Coyle Financial Counsel
Glenview,
Illinois
|
$20.9M
|
+$843K
|
+18,586
|
+4%
|
|
|
63
|
TruWealth Advisors
Metairie,
Louisiana
|
$20.7M
|
+$1.15M
|
+25,274
|
+6%
|
|
|
64
|
Fermata Advisors
Sonoma,
California
|
$20.5M
|
+$20M
|
+440,497
|
+4,003%
|
|
|
65
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$20.1M
|
+$1.96M
|
+43,256
|
+11%
|
|
|
66
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$20.1M
|
+$8.76M
|
+193,043
|
+77%
|
|
|
67
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$20M
|
+$784K
|
+17,283
|
+4%
|
|
|
68
|
Power Wealth Management
Alpharetta,
Georgia
|
$19.8M
|
+$2.95M
|
+65,057
|
+18%
|
|
|
69
|
NFP Retirement Inc
Aliso Viejo,
California
|
$19.4M
|
+$2.58M
|
+56,771
|
+15%
|
|
|
70
|
WBH Advisory
Baltimore,
Maryland
|
$19.1M
|
+$3.3M
|
+72,776
|
+21%
|
|
|
71
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$18.8M
|
+$758K
|
+16,705
|
+4%
|
|
|
72
|
Atria Wealth Solutions
New York
|
$18.6M
|
+$442K
|
+9,739
|
+2%
|
|
|
73
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$18.5M
|
+$2.21M
|
+48,648
|
+14%
|
|
|
74
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$18.5M
|
+$2.62M
|
+57,737
|
+16%
|
|
|
75
|
Beta Wealth Group
San Diego,
California
|
$18.4M
|
+$2.54M
|
+55,973
|
+16%
|
|
