|
1
|
AssetMark Inc
Concord,
California
|
$56.5M
|
-$3.9M
|
-83,411
|
-6%
|
|
|
2
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$26.4M
|
+$140K
|
+2,996
|
+0.5%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$26.3M
|
-$8.46M
|
-180,705
|
-24%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$22.9M
|
+$8.08M
|
+172,596
|
+52%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
-$439K
|
-9,382
|
-2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.2M
|
+$13.9M
|
+297,792
|
+395%
|
|
|
7
|
Park Avenue Securities
New York
|
$16.3M
|
-$40.3K
|
-861
|
-0.2%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$15.2M
|
+$117K
|
+2,491
|
+0.8%
|
|
|
9
|
SJS Investment Consulting
Sylvania,
Ohio
|
$14.7M
|
+$15M
|
+319,629
|
New
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.2M
|
+$958K
|
+20,465
|
+8%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.62M
|
+$6.74M
|
+143,999
|
New
|
|
|
12
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$6.48M
|
+$5.89M
|
+125,855
|
+837%
|
|
|
13
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$5.75M
|
+$2.65M
|
+56,592
|
+83%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$4.65M
|
-$738K
|
-15,763
|
-13%
|
|
|
15
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.55M
|
+$786K
|
+16,801
|
+20%
|
|
|
16
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$3.92M
|
-$1.76M
|
-37,636
|
-31%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$3.15M
|
+$1.81M
|
+38,587
|
+130%
|
|
|
18
|
|
$3.14M
|
-$8.68M
|
-185,431
|
-73%
|
|
|
19
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.43M
|
+$112M
|
+2,400,990
|
+9,320%
|
|
|
20
|
Bridge Advisory
Pasadena,
California
|
$2.31M
|
+$1.21M
|
+25,754
|
+105%
|
|
|
21
|
Gradient Capital Advisors
San Diego,
California
|
$2.28M
|
-$121K
|
-2,577
|
-5%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$2.12M
|
-$25.3K
|
-541
|
-1%
|
|
|
23
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.98M
|
+$2.02M
|
+43,085
|
New
|
|
|
24
|
Atria Wealth Solutions
New York
|
$1.97M
|
+$1.62M
|
+34,552
|
+418%
|
|
|
25
|
Wealthquest
Cincinnati,
Ohio
|
$1.95M
|
-$5.24M
|
-111,997
|
-73%
|
|
