|
1
|
Tencap Wealth Coaching
South Jordan,
Utah
|
$71.1M
|
+$804K
|
+13,089
|
+1%
|
|
|
2
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$46.8M
|
+$2.81M
|
+45,764
|
+6%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$44.7M
|
+$4.2M
|
+68,340
|
+10%
|
|
|
4
|
FMB Wealth Management
Westlake Village,
California
|
$19.4M
|
-$74.1K
|
-1,206
|
-0.4%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$18.1M
|
+$2.93M
|
+47,636
|
+19%
|
|
|
6
|
American Trust
Lexington,
Kentucky
|
$15.6M
|
+$678K
|
+11,039
|
+4%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$13.7M
|
+$1.93M
|
+31,397
|
+16%
|
|
|
8
|
Schubert & Co
Mckinney,
Texas
|
$6.65M
|
+$1.98M
|
+32,291
|
+41%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$6.2M
|
+$739K
|
+12,032
|
+13%
|
|
|
10
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$4.51M
|
+$747K
|
+12,167
|
+19%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$4.46M
|
-$908K
|
-14,777
|
-16%
|
|
|
12
|
Financial Harvest
Winter Park,
Florida
|
$4.39M
|
+$709K
|
+11,550
|
+18%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$3.79M
|
+$250K
|
+4,074
|
+7%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$3.32M
|
+$338K
|
+5,504
|
+11%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$3.03M
|
+$3.14M
|
+51,124
|
New
|
|
|
16
|
Versant Capital Management
Phoenix,
Arizona
|
$2.44M
|
+$206K
|
+3,350
|
+9%
|
|
|
17
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$2.27M
|
+$426K
|
+6,939
|
+22%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.65M
|
+$44K
|
+716
|
+3%
|
|
|
19
|
BIP Wealth
Atlanta,
Georgia
|
$1.5M
|
+$179K
|
+2,921
|
+13%
|
|
|
20
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.23M
|
+$731K
|
+11,895
|
+133%
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.11M
|
–
|
–
|
–
|
|
|
22
|
Vista Capital Partners
Portland,
Oregon
|
$1.03M
|
+$290K
|
+4,724
|
+37%
|
|
|
23
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$938K
|
+$3.62K
|
+59
|
+0.4%
|
|
|
24
|
Applied Capital
Little Rock,
Arkansas
|
$910K
|
+$10.6K
|
+173
|
+1%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$899K
|
+$63.8K
|
+1,039
|
+7%
|
|
