|
1
|
Evensky & Katz
Coral Gables,
Florida
|
$51.7M
|
+$1.99M
|
+28,626
|
+4%
|
|
|
2
|
Enzi Wealth
Austin,
Texas
|
$47.2M
|
+$34.2M
|
+492,311
|
+350%
|
|
|
3
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$31.6M
|
+$691K
|
+9,958
|
+2%
|
|
|
4
|
Three Arch Wealth Management
Irvine,
California
|
$26.5M
|
+$25.8M
|
+371,782
|
New
|
|
|
5
|
American Century Companies
Kansas City,
Missouri
|
$25.3M
|
+$3.38M
|
+48,690
|
+16%
|
|
|
6
|
Eclectic Associates
Fullerton,
California
|
$20.1M
|
+$7.94M
|
+114,433
|
+68%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.8M
|
+$266K
|
+3,830
|
+2%
|
|
|
8
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$9.82M
|
+$10.5K
|
+152
|
+0.1%
|
|
|
9
|
Financial Management Network
Mission Viejo,
California
|
$9.49M
|
+$1.04M
|
+14,942
|
+13%
|
|
|
10
|
Prosperity Planning
Kansas City,
Missouri
|
$9.45M
|
+$705K
|
+10,157
|
+8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$6.79M
|
-$552K
|
-7,956
|
-8%
|
|
|
12
|
Quadcap Wealth Management
Frisco,
Texas
|
$6.66M
|
+$388K
|
+5,593
|
+6%
|
|
|
13
|
Team Financial Group
Temecula,
California
|
$6.38M
|
+$242K
|
+3,488
|
+4%
|
|
|
14
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$5.83M
|
+$4.81M
|
+69,304
|
+549%
|
|
|
15
|
Rialto Wealth Management
Syracuse,
New York
|
$5.2M
|
+$699K
|
+10,067
|
+16%
|
|
|
16
|
Maridea Wealth Management
Brooklyn,
New York
|
$4.73M
|
+$1.24M
|
+17,868
|
+37%
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$3.86M
|
+$491K
|
+7,073
|
+15%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.16M
|
+$1.04M
|
+15,021
|
+51%
|
|
|
19
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.61M
|
-$147K
|
-2,122
|
-5%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$2.2M
|
+$1.02M
|
+14,732
|
+91%
|
|
|
21
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$2.16M
|
+$195K
|
+2,810
|
+10%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.99M
|
+$122K
|
+1,764
|
+7%
|
|
|
23
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.96M
|
+$1.42M
|
+20,533
|
+291%
|
|
|
24
|
Haven Private
Orlando,
Florida
|
$1.57M
|
+$35.1K
|
+506
|
+2%
|
|
|
25
|
B&D White Capital Company
Lakeway,
Texas
|
$1.53M
|
+$1.5M
|
+21,555
|
New
|
|
