|
1
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$46.5M
|
+$47.2M
|
+1,064,974
|
New
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$24M
|
+$7.47M
|
+168,585
|
+44%
|
|
|
3
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$21.4M
|
+$21.7M
|
+490,244
|
New
|
|
|
4
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$17.4M
|
+$17.7M
|
+399,364
|
New
|
|
|
5
|
Chico Wealth RIA
Chico,
California
|
$16.5M
|
+$3.81M
|
+85,999
|
+29%
|
|
|
6
|
Spinnaker Investment Group
Newport Beach,
California
|
$16.5M
|
-$2.14M
|
-48,245
|
-11%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
+$6.04M
|
+136,150
|
+60%
|
|
|
8
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$14.4M
|
+$14.7M
|
+330,515
|
New
|
|
|
9
|
BetterWealth
San Jose,
California
|
$14.3M
|
+$14.5M
|
+326,745
|
New
|
|
|
10
|
Rise Advisors
Rochester,
New York
|
$12.9M
|
+$84K
|
+1,895
|
+0.6%
|
|
|
11
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$9.94M
|
-$410K
|
-9,249
|
-4%
|
|
|
12
|
WealthSource Partners
San Luis Obispo,
California
|
$8.23M
|
+$8.37M
|
+188,764
|
New
|
|
|
13
|
Forum Financial Management
Lombard,
Illinois
|
$7.81M
|
+$3.47M
|
+78,294
|
+78%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$7.71M
|
+$7.84M
|
+176,821
|
New
|
|
|
15
|
Silicon Hills Wealth Management
Austin,
Texas
|
$7.34M
|
-$6.62M
|
-149,312
|
-47%
|
|
|
16
|
Crown Wealth Group
Charlotte,
North Carolina
|
$6.81M
|
-$199K
|
-4,498
|
-3%
|
|
|
17
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.35M
|
+$6.45M
|
+145,515
|
New
|
|
|
18
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$5.81M
|
+$5.91M
|
+133,282
|
New
|
|
|
19
|
Acropolis Investment Management
St. Louis,
Missouri
|
$5.7M
|
+$5.8M
|
+130,740
|
New
|
|
|
20
|
Ancora Advisors
Cleveland,
Ohio
|
$5.37M
|
-$509K
|
-11,478
|
-9%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$4.41M
|
+$4.48M
|
+101,169
|
New
|
|
|
22
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$4.12M
|
+$4.19M
|
+94,523
|
New
|
|
|
23
|
Beta Wealth Group
San Diego,
California
|
$3.95M
|
-$472K
|
-10,657
|
-11%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.74M
|
+$3.25M
|
+73,368
|
+589%
|
|
|
25
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.5M
|
+$3.56M
|
+80,344
|
New
|
|
