|
1
|
Tencap Wealth Coaching
South Jordan,
Utah
|
$70.8M
|
+$69.7M
|
+1,183,364
|
New
|
|
|
2
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$44.4M
|
+$874K
|
+14,841
|
+2%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$40.9M
|
+$40.3M
|
+684,311
|
New
|
|
|
4
|
FMB Wealth Management
Westlake Village,
California
|
$19.7M
|
-$590K
|
-10,023
|
-3%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$15.4M
|
+$203K
|
+3,455
|
+1%
|
|
|
6
|
American Trust
Lexington,
Kentucky
|
$15.1M
|
+$14.8M
|
+251,780
|
New
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$11.9M
|
+$954K
|
+16,201
|
+9%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$5.52M
|
+$652K
|
+11,064
|
+14%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$5.37M
|
+$36K
|
+612
|
+0.7%
|
|
|
10
|
Schubert & Co
Mckinney,
Texas
|
$4.76M
|
+$1.11M
|
+18,796
|
+31%
|
|
|
11
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$3.82M
|
+$677K
|
+11,496
|
+22%
|
|
|
12
|
Financial Harvest
Winter Park,
Florida
|
$3.73M
|
+$660K
|
+11,209
|
+22%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$3.57M
|
+$451K
|
+7,653
|
+15%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$3.01M
|
+$1.7M
|
+28,900
|
+135%
|
|
|
15
|
Dimensional Fund Advisors
Austin,
Texas
|
$2.69M
|
-$3.24M
|
-55,000
|
-55%
|
|
|
16
|
Versant Capital Management
Phoenix,
Arizona
|
$2.26M
|
+$350K
|
+5,943
|
+19%
|
|
|
17
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$1.87M
|
+$1.85M
|
+31,339
|
New
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.62M
|
+$34.1K
|
+579
|
+2%
|
|
|
19
|
VanderPol Investments
Caledonia,
Michigan
|
$1.34M
|
+$330K
|
+5,599
|
+33%
|
|
|
20
|
BIP Wealth
Atlanta,
Georgia
|
$1.33M
|
+$151K
|
+2,557
|
+13%
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.12M
|
+$1.1M
|
+18,657
|
New
|
|
|
22
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$941K
|
+$44.2K
|
+751
|
+5%
|
|
|
23
|
Applied Capital
Little Rock,
Arkansas
|
$907K
|
+$45.1K
|
+765
|
+5%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$844K
|
+$18.7K
|
+318
|
+2%
|
|
|
25
|
Financial Plan Inc
Bellingham,
Washington
|
$768K
|
+$757K
|
+12,845
|
New
|
|
