|
1
|
Financial Plan Inc
Bellingham,
Washington
|
$26.2M
|
+$26.5M
|
+600,852
|
New
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$20.5M
|
+$4.3M
|
+97,546
|
+26%
|
|
|
3
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$19.3M
|
-$13.2M
|
-299,042
|
-40%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$17.8M
|
+$1.08M
|
+24,568
|
+6%
|
|
|
5
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$17.1M
|
-$3.96M
|
-89,828
|
-19%
|
|
|
6
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$16.7M
|
+$1.14M
|
+25,782
|
+7%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16M
|
+$5.7M
|
+129,258
|
+54%
|
|
|
8
|
BetterWealth
San Jose,
California
|
$14.4M
|
+$654K
|
+14,839
|
+5%
|
|
|
9
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$13.8M
|
+$577K
|
+13,086
|
+4%
|
|
|
10
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$13.5M
|
+$1.09M
|
+24,714
|
+9%
|
|
|
11
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$12.7M
|
-$184K
|
-4,179
|
-1%
|
|
|
12
|
Prairiewood Capital
Fargo,
North Dakota
|
$12.4M
|
+$1.27M
|
+28,907
|
+11%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.2M
|
-$2.32M
|
-52,596
|
-16%
|
|
|
14
|
Seaside Wealth Management
Carlsbad,
California
|
$11.6M
|
+$1.27M
|
+28,877
|
+12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$1.76M
|
+39,895
|
+18%
|
|
|
16
|
Three Arch Wealth Management
Irvine,
California
|
$10.2M
|
+$10.3M
|
+233,487
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$889K
|
+20,173
|
+10%
|
|
|
18
|
WorthPointe
La Jolla,
California
|
$9.94M
|
-$264K
|
-5,996
|
-3%
|
|
|
19
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$9.08M
|
+$895K
|
+20,318
|
+11%
|
|
|
20
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$8.44M
|
+$1.87M
|
+42,453
|
+28%
|
|
|
21
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$8.28M
|
+$245K
|
+5,552
|
+3%
|
|
|
22
|
Level Financial Advisors
East Amherst,
New York
|
$7.54M
|
+$403K
|
+9,143
|
+6%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$7.4M
|
+$358K
|
+8,130
|
+5%
|
|
|
24
|
Vestment Financial
Chanhassen,
Minnesota
|
$6.71M
|
+$619K
|
+14,057
|
+10%
|
|
|
25
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$6.29M
|
+$648K
|
+14,714
|
+11%
|
|
