|
1
|
|
$89.6M
|
+$95M
|
+2,187,585
|
New
|
|
|
2
|
Pure Financial Advisors
San Diego,
California
|
$59.1M
|
+$55M
|
+1,266,447
|
+716%
|
|
|
3
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$43.7M
|
+$94.4K
|
+2,175
|
+0.2%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$40.1M
|
+$42.6M
|
+980,310
|
New
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$35.8M
|
+$14.1M
|
+324,137
|
+59%
|
|
|
6
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$25.7M
|
+$5.96M
|
+137,282
|
+28%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$22.4M
|
+$6.39M
|
+147,105
|
+37%
|
|
|
8
|
Spinnaker Investment Group
Newport Beach,
California
|
$15.5M
|
-$15.1K
|
-347
|
-0.1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
+$317K
|
+7,292
|
+2%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$14.1M
|
+$8.61M
|
+198,230
|
+136%
|
|
|
11
|
BetterWealth
San Jose,
California
|
$13.4M
|
+$13.3K
|
+307
|
+0.1%
|
|
|
12
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$12.7M
|
-$859K
|
-19,784
|
-6%
|
|
|
13
|
Rise Advisors
Rochester,
New York
|
$12.4M
|
+$305K
|
+7,016
|
+2%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$11M
|
+$11.7M
|
+268,536
|
New
|
|
|
15
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$10.9M
|
+$1.64M
|
+37,797
|
+17%
|
|
|
16
|
Forum Financial Management
Lombard,
Illinois
|
$9.46M
|
+$2.26M
|
+52,128
|
+29%
|
|
|
17
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$8.26M
|
+$2.97M
|
+68,460
|
+51%
|
|
|
18
|
WealthSource Partners
San Luis Obispo,
California
|
$6.9M
|
-$876K
|
-20,179
|
-11%
|
|
|
19
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.7M
|
+$7.22M
|
+166,308
|
New
|
|
|
20
|
Silicon Hills Wealth Management
Austin,
Texas
|
$6.14M
|
-$787K
|
-18,130
|
-11%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$5.57M
|
+$564K
|
+13,002
|
+11%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$5.23M
|
+$1.15M
|
+26,477
|
+26%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.78M
|
+$1.35M
|
+30,992
|
+36%
|
|
|
24
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$4.7M
|
+$2.37M
|
+54,678
|
+91%
|
|
|
25
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.86M
|
+$600K
|
+13,831
|
+17%
|
|
