|
26
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.3M
|
-$25.1K
|
-892
|
-0.2%
|
|
|
27
|
Members Advisory Group
Williamsville,
New York
|
$14.5M
|
+$16.1M
|
+571,704
|
New
|
|
|
28
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$14.5M
|
+$738K
|
+26,238
|
+5%
|
|
|
29
|
West Coast Financial
Santa Barbara,
California
|
$14.3M
|
+$7.32M
|
+260,110
|
+104%
|
|
|
30
|
|
$13.4M
|
-$2M
|
-71,168
|
-13%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$13.2M
|
+$574K
|
+20,390
|
+5%
|
|
|
32
|
Franklin Resources
San Mateo,
California
|
$13.1M
|
-$716K
|
-25,426
|
-5%
|
|
|
33
|
Seneca Financial Advisors
Rochester,
New York
|
$13.1M
|
+$99.5K
|
+3,536
|
+0.8%
|
|
|
34
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.1M
|
+$735K
|
+26,118
|
+6%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$2.94M
|
+104,288
|
+29%
|
|
|
36
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.2M
|
+$2.76M
|
+98,040
|
+29%
|
|
|
37
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$11.3M
|
+$766K
|
+27,228
|
+7%
|
|
|
38
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$11.2M
|
+$3.47M
|
+123,356
|
+45%
|
|
|
39
|
Concord Wealth Partners
Abingdon,
Virginia
|
$11.1M
|
+$11.1M
|
+394,824
|
New
|
|
|
40
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$10.6M
|
+$3.43M
|
+121,882
|
+47%
|
|
|
41
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$10.4M
|
+$476K
|
+16,918
|
+5%
|
|
|
42
|
Financial Consulate
Hunt Valley,
Maryland
|
$10.3M
|
+$243K
|
+8,642
|
+2%
|
|
|
43
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$8.47M
|
+$2.97M
|
+105,450
|
+54%
|
|
|
44
|
Davenport & Co
Richmond,
Virginia
|
$8.26M
|
-$6.55M
|
-232,912
|
-44%
|
|
|
45
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.06M
|
+$213K
|
+7,560
|
+3%
|
|
|
46
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$7.89M
|
+$7.91M
|
+281,030
|
New
|
|
|
47
|
Cambridge Associates
Boston,
Massachusetts
|
$7.84M
|
+$4.33M
|
+153,840
|
+123%
|
|
|
48
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$7.39M
|
+$240K
|
+8,540
|
+3%
|
|
|
49
|
Bangor Savings Bank
Bangor,
Maine
|
$6.55M
|
-$534K
|
-18,968
|
-8%
|
|
|
50
|
Oakwell Private Wealth Management
Austin,
Texas
|
$6.53M
|
+$12.4K
|
+440
|
+0.2%
|
|
