|
26
|
Waller Financial Planning Group
Columbus,
Ohio
|
$21.6M
|
+$1.19M
|
+41,461
|
+5%
|
|
|
27
|
Reston Wealth Management
Reston,
Virginia
|
$21.2M
|
+$24.9M
|
+869,641
|
+6,149%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.5M
|
–
|
–
|
–
|
|
|
29
|
|
$19.5M
|
+$3.67M
|
+128,151
|
+19%
|
|
|
30
|
First Horizon Advisors
Memphis,
Tennessee
|
$19.1M
|
-$2.25M
|
-78,542
|
-9%
|
|
|
31
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$19M
|
-$6.76M
|
-236,269
|
-23%
|
|
|
32
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$19M
|
+$22.7M
|
+793,281
|
New
|
|
|
33
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$18.4M
|
+$22M
|
+768,005
|
New
|
|
|
34
|
|
$17.6M
|
+$2.13M
|
+74,544
|
+11%
|
|
|
35
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$17.1M
|
+$5.5M
|
+192,328
|
+37%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.4M
|
+$5.1M
|
+178,061
|
+38%
|
|
|
37
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$16.3M
|
+$17M
|
+594,631
|
+682%
|
|
|
38
|
Ballentine Partners
Waltham,
Massachusetts
|
$15.8M
|
+$8.64M
|
+301,758
|
+84%
|
|
|
39
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$15.5M
|
-$327K
|
-11,420
|
-2%
|
|
|
40
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$15.1M
|
+$18.1M
|
+632,798
|
New
|
|
|
41
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$14.4M
|
+$17.2M
|
+602,693
|
New
|
|
|
42
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$13.5M
|
-$1.7M
|
-59,413
|
-10%
|
|
|
43
|
AdvicePeriod
Los Angeles,
California
|
$13.3M
|
+$13.6M
|
+474,327
|
+599%
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$13.1M
|
+$1.27M
|
+44,321
|
+9%
|
|
|
45
|
ERn Financial LLC
Middleton,
Wisconsin
|
$12.6M
|
-$2.16M
|
-75,384
|
-13%
|
|
|
46
|
CSat Investment Advisory
Detroit,
Michigan
|
$12.4M
|
+$14.8M
|
+517,484
|
New
|
|
|
47
|
Tidal Investments
Milwaukee,
Wisconsin
|
$12.4M
|
+$14.8M
|
+517,484
|
New
|
|
|
48
|
Pure Financial Advisors
San Diego,
California
|
$12.3M
|
-$3.51M
|
-122,526
|
-19%
|
|
|
49
|
|
$12.2M
|
+$13.4M
|
+467,449
|
+1,093%
|
|
|
50
|
Financial Strategies Group
Okemos,
Michigan
|
$11.8M
|
+$1.71M
|
+59,812
|
+14%
|
|
