|
1
|
Tencap Wealth Coaching
South Jordan,
Utah
|
$80.4M
|
+$749K
|
+11,607
|
+1%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$52.2M
|
+$2.09M
|
+32,362
|
+4%
|
|
|
3
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$52.1M
|
-$392K
|
-6,070
|
-0.8%
|
|
|
4
|
FMB Wealth Management
Westlake Village,
California
|
$21.8M
|
-$17.6K
|
-272
|
-0.1%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$21M
|
+$695K
|
+10,775
|
+4%
|
|
|
6
|
American Trust
Lexington,
Kentucky
|
$17.9M
|
+$390K
|
+6,051
|
+2%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$15.9M
|
+$481K
|
+7,456
|
+3%
|
|
|
8
|
Versant Capital Management
Phoenix,
Arizona
|
$11.4M
|
+$8.37M
|
+129,742
|
+315%
|
|
|
9
|
Schubert & Co
Mckinney,
Texas
|
$7.86M
|
+$401K
|
+6,221
|
+6%
|
|
|
10
|
LVZ Inc
Holland,
Michigan
|
$7.34M
|
+$382K
|
+5,925
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.1M
|
+$6.89M
|
+106,712
|
New
|
|
|
12
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$6.12M
|
+$1.03M
|
+16,037
|
+21%
|
|
|
13
|
Financial Harvest
Winter Park,
Florida
|
$5.85M
|
+$899K
|
+13,938
|
+19%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$4.47M
|
+$217K
|
+3,370
|
+5%
|
|
|
15
|
|
$3.82M
|
+$3.71M
|
+57,489
|
New
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$3.45M
|
+$46.7K
|
+723
|
+1%
|
|
|
17
|
Park Avenue Securities
New York
|
$3.13M
|
+$3.04M
|
+47,075
|
New
|
|
|
18
|
|
$3.02M
|
+$2.93M
|
+45,456
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$2.5M
|
-$1.18M
|
-18,215
|
-33%
|
|
|
20
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$2.42M
|
-$122K
|
-1,889
|
-5%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.34M
|
+$2.25M
|
+34,944
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$2.07M
|
-$2.83M
|
-43,932
|
-59%
|
|
|
23
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.94M
|
+$88K
|
+1,364
|
+5%
|
|
|
24
|
BIP Wealth
Atlanta,
Georgia
|
$1.92M
|
+$234K
|
+3,626
|
+14%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.79M
|
+$1.03M
|
+15,954
|
+146%
|
|
