|
1
|
Empowered Funds
Havertown,
Pennsylvania
|
$49.8M
|
+$5.32M
|
+118,936
|
+11%
|
|
|
2
|
CCM Investment Group
Northfield,
Minnesota
|
$49.3M
|
+$52.9M
|
+1,184,284
|
New
|
|
|
3
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$32M
|
+$1.47M
|
+32,780
|
+4%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$15.3M
|
-$937K
|
-20,956
|
-5%
|
|
|
5
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$14.4M
|
+$3.49M
|
+78,063
|
+30%
|
|
|
6
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$13.5M
|
+$1.77M
|
+39,520
|
+14%
|
|
|
7
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$13.2M
|
+$123K
|
+2,745
|
+0.9%
|
|
|
8
|
American Century Companies
Kansas City,
Missouri
|
$12.7M
|
+$988K
|
+22,105
|
+8%
|
|
|
9
|
Merriman Wealth Management
Seattle,
Washington
|
$12.6M
|
+$853K
|
+19,076
|
+7%
|
|
|
10
|
BetterWealth
San Jose,
California
|
$11.9M
|
+$178K
|
+3,988
|
+1%
|
|
|
11
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$11.7M
|
+$609K
|
+13,621
|
+5%
|
|
|
12
|
WorthPointe
La Jolla,
California
|
$9.84M
|
-$160K
|
-3,584
|
-2%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$8.98M
|
-$191K
|
-4,269
|
-2%
|
|
|
14
|
Prairiewood Capital
Fargo,
North Dakota
|
$8.95M
|
+$511K
|
+11,439
|
+6%
|
|
|
15
|
Seaside Wealth Management
Carlsbad,
California
|
$8.78M
|
+$740K
|
+16,552
|
+9%
|
|
|
16
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$8.74M
|
+$722K
|
+16,145
|
+8%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.93M
|
+$147K
|
+3,294
|
+2%
|
|
|
18
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$6.62M
|
+$444K
|
+9,936
|
+7%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$6.45M
|
+$2.09M
|
+46,787
|
+44%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.45M
|
+$651K
|
+14,557
|
+10%
|
|
|
21
|
Level Financial Advisors
East Amherst,
New York
|
$6.42M
|
-$260K
|
-5,825
|
-4%
|
|
|
22
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.63M
|
+$268K
|
+5,985
|
+5%
|
|
|
23
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.39M
|
-$597K
|
-13,358
|
-9%
|
|
|
24
|
LexAurum Advisors
Overland Park,
Kansas
|
$5.24M
|
+$5.59M
|
+124,988
|
New
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.08M
|
-$32.6K
|
-730
|
-0.6%
|
|
