|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$23.4M
|
+$800K
|
+11,249
|
+3%
|
|
|
2
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$22.3M
|
+$3.81M
|
+53,529
|
+20%
|
|
|
3
|
FMB Wealth Management
Westlake Village,
California
|
$14.1M
|
-$83.9K
|
-1,180
|
-0.6%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$11M
|
+$343K
|
+4,824
|
+3%
|
|
|
5
|
Versant Capital Management
Phoenix,
Arizona
|
$7.71M
|
+$4.35M
|
+61,125
|
+125%
|
|
|
6
|
|
$7.31M
|
+$7.43M
|
+104,494
|
New
|
|
|
7
|
Cordant Inc
Portland,
Oregon
|
$7.31M
|
+$1.62M
|
+22,823
|
+28%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$4.83M
|
+$137K
|
+1,933
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.14M
|
+$2.17M
|
+30,528
|
New
|
|
|
10
|
Evanson Financial
Mclean,
Virginia
|
$1.86M
|
+$1.89M
|
+26,612
|
New
|
|
|
11
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$1.66M
|
-$63.4K
|
-891
|
-4%
|
|
|
12
|
|
$1.15M
|
+$1.17M
|
+16,385
|
New
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.11M
|
-$1.09M
|
-15,298
|
-49%
|
|
|
14
|
BIP Wealth
Atlanta,
Georgia
|
$1.09M
|
+$203K
|
+2,857
|
+22%
|
|
|
15
|
Park Avenue Securities
New York
|
$937K
|
+$952K
|
+13,391
|
New
|
|
|
16
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$903K
|
+$382K
|
+5,379
|
+72%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$717K
|
+$718K
|
+10,100
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$690K
|
-$66.3K
|
-933
|
-9%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$582K
|
+$203K
|
+2,861
|
+52%
|
|
|
20
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$541K
|
+$57.9K
|
+815
|
+12%
|
|
|
21
|
Applied Capital
Little Rock,
Arkansas
|
$539K
|
+$66K
|
+928
|
+14%
|
|
|
22
|
Studio Investment Management
Chicago,
Illinois
|
$465K
|
+$62.1K
|
+873
|
+15%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$456K
|
+$463K
|
+6,508
|
New
|
|
|
24
|
Prosperitas Financial
Valencia,
California
|
$422K
|
-$12.6K
|
-177
|
-3%
|
|
|
25
|
Integrity Alliance
Urbandale,
Iowa
|
$412K
|
+$86.5K
|
+1,217
|
+26%
|
|
