|
1
|
AssetMark Inc
Concord,
California
|
$55.8M
|
-$786K
|
-17,107
|
-1%
|
|
|
2
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$24.6M
|
+$1.23M
|
+26,782
|
+5%
|
|
|
3
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$22.4M
|
-$4.11M
|
-89,486
|
-16%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
+$123K
|
+2,681
|
+0.6%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$16.7M
|
+$16.5M
|
+358,353
|
New
|
|
|
6
|
Park Avenue Securities
New York
|
$16.7M
|
+$304K
|
+6,614
|
+2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
-$1.36M
|
-29,704
|
-8%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$15.5M
|
+$289K
|
+6,302
|
+2%
|
|
|
9
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$15.2M
|
+$15M
|
+326,261
|
New
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13.5M
|
+$1.3M
|
+28,297
|
+11%
|
|
|
11
|
RCS Financial Planning
Annapolis,
Maryland
|
$13.3M
|
+$13.2M
|
+288,445
|
New
|
|
|
12
|
SJS Investment Consulting
Sylvania,
Ohio
|
$13.1M
|
-$1.61M
|
-35,078
|
-11%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$11.5M
|
-$14.8M
|
-322,550
|
-56%
|
|
|
14
|
RAM Investment Partners
Bellevue,
Washington
|
$10.1M
|
+$10.1M
|
+219,804
|
New
|
|
|
15
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$9.97M
|
+$4.2M
|
+91,345
|
+73%
|
|
|
16
|
Rather & Kittrell
Knoxville,
Tennessee
|
$8.82M
|
+$7.87M
|
+171,383
|
+861%
|
|
|
17
|
Annapolis Financial Services
Annapolis,
Maryland
|
$8.28M
|
+$3.7M
|
+80,652
|
+81%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$8.06M
|
+$1.56M
|
+34,002
|
+24%
|
|
|
19
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$7.01M
|
+$6.99M
|
+152,107
|
New
|
|
|
20
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$6.77M
|
-$105M
|
-2,279,796
|
-94%
|
|
|
21
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$6.51M
|
+$6.48M
|
+141,140
|
New
|
|
|
22
|
Kooman & Associates
Altoona,
Pennsylvania
|
$6.42M
|
+$6.4M
|
+139,393
|
New
|
|
|
23
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$6.27M
|
+$6.25M
|
+135,992
|
New
|
|
|
24
|
Tillman Hartley LLC
Denver,
Colorado
|
$5.78M
|
+$5.76M
|
+125,370
|
New
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$5.05M
|
+$6.6M
|
+143,813
|
New
|
|
