|
1
|
Pure Financial Advisors
San Diego,
California
|
$387M
|
-$47M
|
-961,561
|
-11%
|
|
|
2
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$32.6M
|
+$32.7M
|
+668,060
|
+5,281%
|
|
|
3
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$22.8M
|
+$1.14M
|
+23,319
|
+5%
|
|
|
4
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$21.1M
|
+$14.6M
|
+299,567
|
+211%
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$15.3M
|
+$15.6M
|
+319,667
|
New
|
|
|
6
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12.4M
|
+$8.35M
|
+170,645
|
+193%
|
|
|
7
|
|
$8.07M
|
+$3.32M
|
+67,832
|
+67%
|
|
|
8
|
ML&R Wealth Management
Austin,
Texas
|
$6.11M
|
+$4.15M
|
+84,903
|
+199%
|
|
|
9
|
Tortoise Investment Management
White Plains,
New York
|
$4.87M
|
+$4.97M
|
+101,685
|
New
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$3.97M
|
-$323K
|
-6,599
|
-7%
|
|
|
11
|
Sutton Place Investors
Katonah,
New York
|
$2.8M
|
-$88.8K
|
-1,815
|
-3%
|
|
|
12
|
Wealthquest
Cincinnati,
Ohio
|
$2.23M
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.86M
|
+$1.27M
|
+25,952
|
+200%
|
|
|
14
|
Gradient Capital Advisors
San Diego,
California
|
$1.76M
|
+$899K
|
+18,375
|
+100%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$1.37M
|
-$2.63M
|
-53,852
|
-65%
|
|
|
16
|
Beta Wealth Group
San Diego,
California
|
$1.19M
|
+$1.22M
|
+24,861
|
New
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$1.17M
|
+$563K
|
+11,504
|
+90%
|
|
|
18
|
Drive Wealth Management
Lehi,
Utah
|
$1.14M
|
+$1.16M
|
+23,709
|
New
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$976K
|
+$997K
|
+20,379
|
New
|
|
|
20
|
MilWealth Group
Milwaukee,
Wisconsin
|
$812K
|
+$107K
|
+2,181
|
+15%
|
|
|
21
|
Silicon Hills Wealth Management
Austin,
Texas
|
$667K
|
+$456K
|
+9,333
|
+204%
|
|
|
22
|
Spinnaker Investment Group
Newport Beach,
California
|
$597K
|
-$62K
|
-1,268
|
-9%
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$592K
|
+$137K
|
+2,798
|
+29%
|
|
|
24
|
Shearwater Capital
Denver,
Colorado
|
$562K
|
-$40.7K
|
-833
|
-7%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$441K
|
+$451K
|
+9,220
|
New
|
|
