|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$42.7M
|
+$42.4M
|
+561,374
|
New
|
|
|
2
|
Magnolia Wealth Management
Dothan,
Alabama
|
$41.5M
|
+$41.2M
|
+545,840
|
New
|
|
|
3
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$30M
|
+$29.8M
|
+395,011
|
New
|
|
|
4
|
Mills Wealth Advisors
Southlake,
Texas
|
$12.9M
|
+$7.74M
|
+102,563
|
+153%
|
|
|
5
|
HUB Investment Partners
Austin,
Texas
|
$12.4M
|
+$4.87M
|
+64,489
|
+65%
|
|
|
6
|
Verum Partners
Charlotte,
North Carolina
|
$9.79M
|
+$5.86M
|
+77,615
|
+152%
|
|
|
7
|
Kaizen Financial Strategies
Campbell,
California
|
$7.61M
|
+$7.44M
|
+98,616
|
New
|
|
|
8
|
SJS Investment Consulting
Sylvania,
Ohio
|
$5.6M
|
+$5.02M
|
+66,486
|
+929%
|
|
|
9
|
Burton Enright Welch
Walnut Creek,
California
|
$5.57M
|
+$2.03M
|
+26,929
|
+58%
|
|
|
10
|
NorthLanding Financial Partners
Rochester,
New York
|
$5.53M
|
+$280K
|
+3,716
|
+5%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
$4.61M
|
+$4.58M
|
+60,665
|
New
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$4.25M
|
+$4.22M
|
+55,948
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$2.81M
|
+$469K
|
+6,208
|
+20%
|
|
|
14
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$2.77M
|
+$909K
|
+12,040
|
+49%
|
|
|
15
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$2.66M
|
+$2.4M
|
+31,848
|
+1,031%
|
|
|
16
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.24M
|
+$1.18M
|
+15,664
|
+114%
|
|
|
17
|
|
$2.2M
|
+$841K
|
+11,149
|
+62%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.91M
|
-$679K
|
-8,992
|
-26%
|
|
|
19
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1.87M
|
+$140K
|
+1,850
|
+8%
|
|
|
20
|
Flow Traders U.S.
New York
|
$1.76M
|
+$1.74M
|
+23,115
|
New
|
|
|
21
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.61M
|
+$1.6M
|
+21,173
|
New
|
|
|
22
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$1.56M
|
+$901K
|
+11,940
|
+138%
|
|
|
23
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.46M
|
+$837K
|
+11,085
|
+136%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$1.23M
|
+16,255
|
New
|
|
|
25
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$911K
|
+$905K
|
+11,986
|
New
|
|
