|
1
|
Empowered Funds
Havertown,
Pennsylvania
|
$43.4M
|
+$25M
|
+612,696
|
+139%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$31.9M
|
+$922K
|
+22,604
|
+3%
|
|
|
3
|
Aprio Wealth Management
Atlanta,
Georgia
|
$21.3M
|
+$11.1M
|
+271,922
|
+111%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$15.5M
|
-$416K
|
-10,196
|
-3%
|
|
|
5
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$13.2M
|
+$766K
|
+18,786
|
+6%
|
|
|
6
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$12.2M
|
+$10.6M
|
+260,123
|
+742%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$11.6M
|
+$677K
|
+16,592
|
+6%
|
|
|
8
|
BetterWealth
San Jose,
California
|
$11.3M
|
+$316K
|
+7,753
|
+3%
|
|
|
9
|
Merriman Wealth Management
Seattle,
Washington
|
$10.9M
|
-$274K
|
-6,715
|
-2%
|
|
|
10
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$10.5M
|
+$2.77M
|
+67,980
|
+36%
|
|
|
11
|
American Century Companies
Kansas City,
Missouri
|
$10.4M
|
+$1.03M
|
+25,254
|
+11%
|
|
|
12
|
WorthPointe
La Jolla,
California
|
$9.85M
|
-$483K
|
-11,843
|
-5%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$8.98M
|
+$6.17M
|
+151,389
|
+228%
|
|
|
14
|
Prairiewood Capital
Fargo,
North Dakota
|
$8.27M
|
+$201K
|
+4,917
|
+3%
|
|
|
15
|
|
$8.22M
|
-$14.7M
|
-359,641
|
-64%
|
|
|
16
|
Seaside Wealth Management
Carlsbad,
California
|
$7.65M
|
+$299K
|
+7,321
|
+4%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.48M
|
+$600K
|
+14,719
|
+9%
|
|
|
18
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$7.45M
|
+$903K
|
+22,140
|
+14%
|
|
|
19
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.34M
|
-$866K
|
-21,231
|
-11%
|
|
|
20
|
Level Financial Advisors
East Amherst,
New York
|
$6.59M
|
+$124K
|
+3,050
|
+2%
|
|
|
21
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$5.41M
|
+$691K
|
+16,954
|
+15%
|
|
|
22
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.21M
|
+$41.5K
|
+1,017
|
+0.8%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.02M
|
+$52K
|
+1,274
|
+1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.88M
|
+$1.11M
|
+27,323
|
+30%
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.64M
|
+$262K
|
+6,427
|
+6%
|
|
