|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$21.9M
|
+$901K
|
+13,095
|
+4%
|
|
|
2
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$17.9M
|
+$174K
|
+2,532
|
+1%
|
|
|
3
|
FMB Wealth Management
Westlake Village,
California
|
$13.7M
|
-$44.9K
|
-653
|
-0.3%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$10.2M
|
+$676K
|
+9,823
|
+7%
|
|
|
5
|
Cordant Inc
Portland,
Oregon
|
$5.51M
|
+$1.06M
|
+15,415
|
+23%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$4.97M
|
+$4.45M
|
+64,680
|
+725%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$4.53M
|
+$365K
|
+5,300
|
+9%
|
|
|
8
|
|
$3.84M
|
+$3.91M
|
+56,784
|
New
|
|
|
9
|
Versant Capital Management
Phoenix,
Arizona
|
$3.31M
|
+$421K
|
+6,112
|
+14%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$2.11M
|
-$558K
|
-8,104
|
-21%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$1.72M
|
+$78.7K
|
+1,144
|
+5%
|
|
|
12
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$1.67M
|
+$240K
|
+3,493
|
+16%
|
|
|
13
|
BIP Wealth
Atlanta,
Georgia
|
$861K
|
+$61.9K
|
+900
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$729K
|
+$471K
|
+6,844
|
+173%
|
|
|
15
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$507K
|
+$517K
|
+7,514
|
New
|
|
|
16
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$467K
|
+$145K
|
+2,104
|
+44%
|
|
|
17
|
Applied Capital
Little Rock,
Arkansas
|
$458K
|
+$22.5K
|
+327
|
+5%
|
|
|
18
|
Prosperitas Financial
Valencia,
California
|
$419K
|
+$30.5K
|
+443
|
+8%
|
|
|
19
|
Studio Investment Management
Chicago,
Illinois
|
$390K
|
+$87.6K
|
+1,273
|
+28%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$368K
|
+$375K
|
+5,452
|
New
|
|
|
21
|
Integrity Alliance
Urbandale,
Iowa
|
$316K
|
+$322K
|
+4,674
|
New
|
|
|
22
|
McIlrath & Eck
Arlington,
Washington
|
$260K
|
–
|
–
|
–
|
|
|
23
|
Fiduciary Financial Group
San Rafael,
California
|
$251K
|
+$255K
|
+3,709
|
New
|
|
|
24
|
Financial Symmetry
Raleigh,
North Carolina
|
$232K
|
+$138
|
+2
|
+0.1%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$216K
|
+$220K
|
+3,200
|
New
|
|
