|
1
|
Empowered Funds
Havertown,
Pennsylvania
|
$54.5M
|
+$56M
|
+1,237,572
|
New
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$43.5M
|
+$28.1M
|
+620,655
|
+169%
|
|
|
3
|
Financial Plan Inc
Bellingham,
Washington
|
$31.4M
|
+$5.04M
|
+111,473
|
+19%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$26.8M
|
+$6.24M
|
+137,953
|
+29%
|
|
|
5
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$26.4M
|
+$18.4M
|
+407,336
|
+214%
|
|
|
6
|
Quantum Financial Advisors
El Segundo,
California
|
$18.7M
|
+$664K
|
+14,683
|
+4%
|
|
|
7
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$17.1M
|
-$2.4M
|
-53,014
|
-12%
|
|
|
8
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$16.4M
|
-$471K
|
-10,415
|
-3%
|
|
|
9
|
BetterWealth
San Jose,
California
|
$14.9M
|
+$353K
|
+7,794
|
+2%
|
|
|
10
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$14.9M
|
+$1.28M
|
+28,332
|
+9%
|
|
|
11
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$13.9M
|
-$40.8K
|
-902
|
-0.3%
|
|
|
12
|
Prairiewood Capital
Fargo,
North Dakota
|
$13.6M
|
+$1.04M
|
+23,026
|
+8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$1.97M
|
+43,501
|
+17%
|
|
|
14
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$12.7M
|
-$135K
|
-2,981
|
-1%
|
|
|
15
|
LexAurum Advisors
Overland Park,
Kansas
|
$12.6M
|
+$13M
|
+286,640
|
New
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.3M
|
-$91
|
-2
|
-0%
|
|
|
17
|
Seaside Wealth Management
Carlsbad,
California
|
$12M
|
+$351K
|
+7,766
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$839K
|
+18,543
|
+8%
|
|
|
19
|
Three Arch Wealth Management
Irvine,
California
|
$10.7M
|
+$456K
|
+10,085
|
+4%
|
|
|
20
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$9.94M
|
+$1.45M
|
+31,938
|
+16%
|
|
|
21
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$9.13M
|
-$56.5K
|
-1,248
|
-0.6%
|
|
|
22
|
WorthPointe
La Jolla,
California
|
$8.59M
|
-$1.5M
|
-33,146
|
-15%
|
|
|
23
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$7.64M
|
+$670K
|
+14,797
|
+10%
|
|
|
24
|
Level Financial Advisors
East Amherst,
New York
|
$7.63M
|
+$1.36K
|
+30
|
+0%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$7.5M
|
+$18.1K
|
+401
|
+0.2%
|
|
