|
26
|
Waller Financial Planning Group
Columbus,
Ohio
|
$40.1M
|
+$6.81M
|
+225,784
|
+20%
|
|
|
27
|
WealthSource Partners
San Luis Obispo,
California
|
$38.6M
|
+$39.3M
|
+1,302,248
|
New
|
|
|
28
|
Barber Financial Group
Lenexa,
Kansas
|
$37.4M
|
+$107K
|
+3,553
|
+0.3%
|
|
|
29
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$35.7M
|
+$2.48M
|
+82,125
|
+7%
|
|
|
30
|
Tobias Financial Advisors
Plantation,
Florida
|
$35.6M
|
-$9.07M
|
-300,667
|
-20%
|
|
|
31
|
Epstein & White Financial
San Diego,
California
|
$33.9M
|
-$2.38M
|
-78,869
|
-6%
|
|
|
32
|
|
$33.3M
|
-$2.33M
|
-77,291
|
-6%
|
|
|
33
|
KWB Wealth
Redlands,
California
|
$32.5M
|
+$4.8M
|
+159,000
|
+17%
|
|
|
34
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$32.2M
|
+$1.85M
|
+61,320
|
+6%
|
|
|
35
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$32M
|
+$652K
|
+21,629
|
+2%
|
|
|
36
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$31.6M
|
+$4.88M
|
+161,701
|
+18%
|
|
|
37
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$30.6M
|
-$4.65M
|
-154,269
|
-13%
|
|
|
38
|
Money Design
Tokyo,
Japan
|
$30.3M
|
-$458K
|
-15,192
|
-1%
|
|
|
39
|
Waverly Advisors
Birmingham,
Alabama
|
$28.4M
|
+$2.25M
|
+74,440
|
+8%
|
|
|
40
|
Astoria Strategic Wealth
Conroe,
Texas
|
$28.2M
|
+$71.6K
|
+2,375
|
+0.3%
|
|
|
41
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$27.1M
|
+$3.62M
|
+119,944
|
+15%
|
|
|
42
|
Reston Wealth Management
Reston,
Virginia
|
$27M
|
+$8.28M
|
+274,596
|
+43%
|
|
|
43
|
Stadion Money Management
Watkinsville,
Georgia
|
$26.8M
|
+$74.8K
|
+2,478
|
+0.3%
|
|
|
44
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$26M
|
+$2.23M
|
+74,002
|
+9%
|
|
|
45
|
Good Life Advisors
Reading,
Pennsylvania
|
$25.8M
|
-$2.76M
|
-91,616
|
-10%
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
+$211K
|
+7,010
|
+0.9%
|
|
|
47
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$24.3M
|
+$339K
|
+11,222
|
+1%
|
|
|
48
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$24.3M
|
-$6.87M
|
-227,741
|
-22%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
$24.1M
|
+$24.5M
|
+812,577
|
New
|
|
|
50
|
Focused Wealth Management
Newburgh,
New York
|
$20.9M
|
+$4.14M
|
+137,123
|
+24%
|
|
