|
1
|
|
$34.5M
|
+$31.6M
|
+659,723
|
+1,132%
|
|
|
2
|
Chico Wealth RIA
Chico,
California
|
$18.8M
|
+$3.45M
|
+71,912
|
+22%
|
|
|
3
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.8M
|
+$1.7M
|
+35,450
|
+19%
|
|
|
4
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10M
|
+$1.29M
|
+26,965
|
+15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.53M
|
+$7.51M
|
+156,585
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.23M
|
+$6.45M
|
+134,548
|
+851%
|
|
|
7
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.73M
|
+$4.72M
|
+98,427
|
New
|
|
|
8
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.17M
|
+$2.48M
|
+51,711
|
+148%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$3.64M
|
+$3.63M
|
+75,708
|
New
|
|
|
10
|
Collective Family Office
York,
Pennsylvania
|
$3.54M
|
+$2.5M
|
+52,142
|
+242%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$3.07M
|
+$3.06M
|
+63,875
|
New
|
|
|
12
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.28M
|
+$2.27M
|
+47,396
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$2.03M
|
+$2.03M
|
+42,289
|
New
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$1.9M
|
+$1.89M
|
+39,470
|
New
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$1.83M
|
+$1.82M
|
+38,021
|
New
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.81M
|
+$1.8M
|
+37,607
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
+$822K
|
+17,150
|
+89%
|
|
|
18
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.7M
|
-$405K
|
-8,441
|
-19%
|
|
|
19
|
Park Avenue Securities
New York
|
$1.13M
|
+$1.13M
|
+23,489
|
New
|
|
|
20
|
Five Oceans Advisors
Santa Monica,
California
|
$1.13M
|
+$1.12M
|
+23,433
|
New
|
|
|
21
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.05M
|
-$3.99M
|
-83,170
|
-79%
|
|
|
22
|
Soundmark Wealth Management
Kirkland,
Washington
|
$889K
|
+$887K
|
+18,490
|
New
|
|
|
23
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$854K
|
+$852K
|
+17,766
|
New
|
|
|
24
|
Mattern Wealth Management
Lawrence,
Kansas
|
$853K
|
+$649K
|
+13,528
|
+321%
|
|
|
25
|
Pathstone Family Office
Englewood,
New Jersey
|
$768K
|
+$766K
|
+15,969
|
New
|
|
