|
1
|
Matson Money Inc
Mason,
Ohio
|
$148M
|
+$59.9M
|
+1,438,422
|
+70%
|
|
|
2
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$41.9M
|
+$1.68M
|
+40,221
|
+4%
|
|
|
3
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$32.7M
|
-$347K
|
-8,327
|
-1%
|
|
|
4
|
Planning Center Inc
Moline,
Illinois
|
$31.5M
|
+$241K
|
+5,788
|
+0.8%
|
|
|
5
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$18.2M
|
+$2.01M
|
+48,155
|
+13%
|
|
|
6
|
CPA Asset Management
West Palm Beach,
Florida
|
$17.2M
|
+$237K
|
+5,693
|
+1%
|
|
|
7
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$14.6M
|
+$8.68M
|
+208,435
|
+144%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
$14.1M
|
+$1.14M
|
+27,385
|
+9%
|
|
|
9
|
Larson Financial Group
St Louis,
Missouri
|
$12.8M
|
-$940K
|
-22,561
|
-7%
|
|
|
10
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$11.4M
|
+$96.9K
|
+2,327
|
+0.9%
|
|
|
11
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$10.5M
|
+$2.13M
|
+51,100
|
+26%
|
|
|
12
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$9.96M
|
+$9.81M
|
+235,514
|
New
|
|
|
13
|
Stratos Investment Management
Beachwood,
Ohio
|
$9M
|
+$1.72M
|
+41,308
|
+24%
|
|
|
14
|
Austin Wealth Management
Austin,
Texas
|
$8.88M
|
+$453K
|
+10,866
|
+5%
|
|
|
15
|
Five Oceans Advisors
Santa Monica,
California
|
$8.6M
|
+$15.1K
|
+362
|
+0.2%
|
|
|
16
|
Hemington Wealth Management
Falls Church,
Virginia
|
$7.63M
|
+$4.08M
|
+97,924
|
+112%
|
|
|
17
|
Core Wealth Management
Jupiter,
Florida
|
$7.61M
|
–
|
–
|
–
|
|
|
18
|
BetterWealth
San Jose,
California
|
$6.6M
|
+$441K
|
+10,573
|
+7%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$5.65M
|
-$40.5K
|
-971
|
-0.7%
|
|
|
20
|
Level Financial Advisors
East Amherst,
New York
|
$5.61M
|
+$872K
|
+20,922
|
+19%
|
|
|
21
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5.59M
|
+$275K
|
+6,607
|
+5%
|
|
|
22
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$5.08M
|
+$339K
|
+8,130
|
+7%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$4.87M
|
-$108K
|
-2,602
|
-2%
|
|
|
24
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$4.59M
|
+$4.52M
|
+108,584
|
New
|
|
|
25
|
KFG Wealth Management
Granger,
Indiana
|
$4.36M
|
+$4.01M
|
+96,211
|
+1,408%
|
|
