|
1
|
Evensky & Katz
Coral Gables,
Florida
|
$60.7M
|
+$1.32M
|
+16,803
|
+2%
|
|
|
2
|
Enzi Wealth
Austin,
Texas
|
$57.7M
|
+$3.05M
|
+38,894
|
+6%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$44M
|
+$8.32M
|
+106,041
|
+24%
|
|
|
4
|
Eclectic Associates
Fullerton,
California
|
$39.2M
|
+$6.15M
|
+78,397
|
+19%
|
|
|
5
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$36.5M
|
+$687K
|
+8,755
|
+2%
|
|
|
6
|
Three Arch Wealth Management
Irvine,
California
|
$32.3M
|
+$1.38M
|
+17,657
|
+5%
|
|
|
7
|
Falcon Wealth Planning
Ontario,
California
|
$26.3M
|
+$672K
|
+8,567
|
+3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.8M
|
+$5.1M
|
+65,036
|
+28%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$18.2M
|
+$8.36M
|
+106,613
|
+90%
|
|
|
10
|
Commerce Bank
Kansas City,
Missouri
|
$16.3M
|
+$6.15M
|
+78,383
|
+63%
|
|
|
11
|
Financial Management Network
Mission Viejo,
California
|
$15.3M
|
+$3.25M
|
+41,398
|
+28%
|
|
|
12
|
Family Investment Center
Saint Joseph,
Missouri
|
$13.9M
|
+$946K
|
+12,058
|
+7%
|
|
|
13
|
Prosperity Planning
Kansas City,
Missouri
|
$12.7M
|
+$894K
|
+11,395
|
+8%
|
|
|
14
|
|
$11.1M
|
+$10.8M
|
+137,425
|
+624,659%
|
|
|
15
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$11M
|
-$153K
|
-1,950
|
-1%
|
|
|
16
|
IHT Wealth Management
Chicago,
Illinois
|
$9.66M
|
+$58.5K
|
+746
|
+0.6%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$9.06M
|
+$4.01M
|
+51,131
|
+83%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.03M
|
+$3.18M
|
+40,498
|
+57%
|
|
|
19
|
Rialto Wealth Management
Syracuse,
New York
|
$8.34M
|
+$386K
|
+4,918
|
+5%
|
|
|
20
|
Quadcap Wealth Management
Frisco,
Texas
|
$8.11M
|
+$157K
|
+2,008
|
+2%
|
|
|
21
|
B&D White Capital Company
Lakeway,
Texas
|
$7.81M
|
-$1.06M
|
-13,564
|
-12%
|
|
|
22
|
Team Financial Group
Temecula,
California
|
$7.76M
|
+$376K
|
+4,789
|
+5%
|
|
|
23
|
Maridea Wealth Management
Brooklyn,
New York
|
$6.74M
|
+$200K
|
+2,547
|
+3%
|
|
|
24
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$6.52M
|
+$5.1M
|
+64,981
|
+408%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$5.09M
|
+$641K
|
+8,172
|
+15%
|
|
