|
1
|
WJ Interests
Sugar Land,
Texas
|
$52.5M
|
+$2.23M
|
+74,355
|
+5%
|
|
|
2
|
Ferguson Shapiro
Decatur,
Georgia
|
$44.6M
|
-$8.77M
|
-292,730
|
-17%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$31.9M
|
-$647K
|
-21,609
|
-2%
|
|
|
4
|
Wright Wealth
Atlanta,
Georgia
|
$18.9M
|
+$637K
|
+21,276
|
+4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
+$349K
|
+11,651
|
+2%
|
|
|
6
|
Professional Financial Advisors
North Platte,
Nebraska
|
$13.3M
|
+$171K
|
+5,711
|
+1%
|
|
|
7
|
Aspect Partners
Fairfax,
Virginia
|
$8.89M
|
+$276K
|
+9,229
|
+3%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$8.36M
|
–
|
–
|
–
|
|
|
9
|
Mather Group
Chicago,
Illinois
|
$6.02M
|
+$4.1M
|
+136,927
|
+234%
|
|
|
10
|
BLVD Private Wealth
Prospect,
Kentucky
|
$5.14M
|
-$181K
|
-6,036
|
-3%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$4.94M
|
+$719K
|
+24,000
|
+18%
|
|
|
12
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.64M
|
+$265K
|
+8,860
|
+6%
|
|
|
13
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$3.75M
|
+$3.65M
|
+121,915
|
New
|
|
|
14
|
First Business Financial Services
Madison,
Wisconsin
|
$3.63M
|
+$1.2M
|
+39,900
|
+51%
|
|
|
15
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.72M
|
-$274K
|
-9,143
|
-9%
|
|
|
16
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.31M
|
+$258K
|
+8,628
|
+13%
|
|
|
17
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.73M
|
-$20.6K
|
-687
|
-1%
|
|
|
18
|
RHS Financial
San Francisco,
California
|
$1.68M
|
+$1.63M
|
+54,570
|
New
|
|
|
19
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.39M
|
+$1.35M
|
+45,085
|
New
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.24M
|
+$124K
|
+4,139
|
+11%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
–
|
–
|
–
|
|
|
22
|
Private Advisory Group
Redmond,
Washington
|
$1.07M
|
–
|
–
|
–
|
|
|
23
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$1.07M
|
+$264K
|
+8,800
|
+34%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
+$114K
|
+3,819
|
+12%
|
|
|
25
|
|
$932K
|
+$210K
|
+7,022
|
+30%
|
|
