|
26
|
Focus Partners Wealth
Boston,
Massachusetts
|
$32.6M
|
-$572K
|
-24,175
|
-2%
|
|
|
27
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$32.2M
|
+$1.35M
|
+57,177
|
+5%
|
|
|
28
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$30.9M
|
-$503K
|
-21,280
|
-2%
|
|
|
29
|
Jones Financial Companies
Des Peres,
Missouri
|
$30.7M
|
+$5.41M
|
+228,911
|
+23%
|
|
|
30
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$29.7M
|
+$928K
|
+39,242
|
+3%
|
|
|
31
|
Klingenstein Fields & Co
New York
|
$29M
|
-$1.29M
|
-54,597
|
-5%
|
|
|
32
|
Golden Reserve Retirement
Dublin,
Ohio
|
$28.9M
|
+$3.13M
|
+132,482
|
+13%
|
|
|
33
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$28.6M
|
+$480K
|
+20,292
|
+2%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.1M
|
-$645K
|
-27,292
|
-2%
|
|
|
35
|
Summit Financial Strategies
Columbus,
Ohio
|
$26.1M
|
-$645K
|
-27,264
|
-3%
|
|
|
36
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$25.4M
|
+$1.41M
|
+59,728
|
+6%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.2M
|
+$1.96M
|
+83,095
|
+9%
|
|
|
38
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$24.9M
|
+$801K
|
+33,867
|
+4%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.4M
|
+$563K
|
+23,803
|
+3%
|
|
|
40
|
Noble Family Wealth
Clearwater,
Florida
|
$24.4M
|
+$1.33M
|
+56,154
|
+6%
|
|
|
41
|
|
$23.8M
|
+$329K
|
+13,906
|
+2%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$23.7M
|
+$812K
|
+34,327
|
+4%
|
|
|
43
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$23.2M
|
+$1.83M
|
+77,299
|
+9%
|
|
|
44
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$21.8M
|
+$3.07M
|
+129,841
|
+18%
|
|
|
45
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$20.9M
|
+$14.8M
|
+626,518
|
+312%
|
|
|
46
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.7M
|
-$879K
|
-37,163
|
-4%
|
|
|
47
|
Joule Financial
Lexington,
Kentucky
|
$20.6M
|
+$3.67M
|
+155,283
|
+24%
|
|
|
48
|
Strategic Financial Planning
Plano,
Texas
|
$19.3M
|
+$30.9K
|
+1,307
|
+0.2%
|
|
|
49
|
White & Co Financial Planning
Sunnyside,
Washington
|
$18.9M
|
+$1.38M
|
+58,417
|
+8%
|
|
|
50
|
FIDELIS iM
Medford,
Oregon
|
$18.6M
|
+$141K
|
+5,955
|
+0.8%
|
|
