|
51
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$40.2M
|
+$11.3M
|
+247,922
|
+38%
|
|
|
52
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$37M
|
+$1.43M
|
+31,301
|
+4%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$36.9M
|
+$34.5M
|
+754,299
|
+1,114%
|
|
|
54
|
Creative Financial Designs
Kokomo,
Indiana
|
$34.8M
|
+$851K
|
+18,622
|
+2%
|
|
|
55
|
OLIO Financial Planning
Mclean,
Virginia
|
$34.4M
|
+$29.9M
|
+653,991
|
+584%
|
|
|
56
|
Power Wealth Management
Alpharetta,
Georgia
|
$33.4M
|
+$5.01M
|
+109,722
|
+17%
|
|
|
57
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$32.8M
|
+$1.69M
|
+36,894
|
+5%
|
|
|
58
|
Drake & Associates
Waukesha,
Wisconsin
|
$32.4M
|
+$7.52M
|
+164,569
|
+30%
|
|
|
59
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$31.9M
|
+$3.24M
|
+70,980
|
+11%
|
|
|
60
|
Weatherly Asset Management
Del Mar,
California
|
$31.6M
|
+$3.45M
|
+75,572
|
+12%
|
|
|
61
|
Vicus Capital
State College,
Pennsylvania
|
$31.6M
|
-$390K
|
-8,540
|
-1%
|
|
|
62
|
Brookstone Capital Management
Wheaton,
Illinois
|
$31.2M
|
+$2.82M
|
+61,756
|
+10%
|
|
|
63
|
WestHill Financial Advisors
San Rafael,
California
|
$30.6M
|
+$932K
|
+20,403
|
+3%
|
|
|
64
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$30.5M
|
+$1.53M
|
+33,497
|
+5%
|
|
|
65
|
Huntington National Bank
Columbus,
Ohio
|
$30.2M
|
–
|
–
|
–
|
|
|
66
|
Navalign LLC
Encino,
California
|
$29.9M
|
+$1.55M
|
+33,936
|
+5%
|
|
|
67
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$29.3M
|
+$1.21M
|
+26,557
|
+4%
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$29M
|
+$5.74M
|
+125,613
|
+24%
|
|
|
69
|
Whitney & Co
Rochester,
New York
|
$28.5M
|
+$1.18M
|
+25,835
|
+4%
|
|
|
70
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$28.2M
|
+$736K
|
+16,101
|
+3%
|
|
|
71
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$27.4M
|
-$26.2M
|
-574,098
|
-48%
|
|
|
72
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$27.3M
|
+$7.35M
|
+160,861
|
+36%
|
|
|
73
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$26.6M
|
-$731K
|
-15,993
|
-3%
|
|
|
74
|
Regimen Wealth
Atlanta,
Georgia
|
$26.5M
|
+$2.1M
|
+46,048
|
+8%
|
|
|
75
|
CPA Asset Management
West Palm Beach,
Florida
|
$26.5M
|
+$1.15M
|
+25,081
|
+4%
|
|
