|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$533M
|
+$526M
|
+6,731,627
|
+145,549%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$56.5M
|
+$11.8M
|
+151,626
|
+27%
|
|
|
3
|
Magnolia Wealth Management
Dothan,
Alabama
|
$46.2M
|
+$2.96M
|
+37,928
|
+7%
|
|
|
4
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$38M
|
+$6.66M
|
+85,264
|
+22%
|
|
|
5
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$27.6M
|
+$25.6M
|
+327,307
|
+1,546%
|
|
|
6
|
Tilson Financial Group
New Providence,
New Jersey
|
$21.3M
|
+$21M
|
+268,507
|
New
|
|
|
7
|
HUB Investment Partners
Austin,
Texas
|
$20.3M
|
+$7.26M
|
+92,983
|
+57%
|
|
|
8
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.8M
|
+$16.6M
|
+212,335
|
New
|
|
|
9
|
Tull Financial Group
Chesapeake,
Virginia
|
$13.3M
|
+$13.1M
|
+167,833
|
New
|
|
|
10
|
Verum Partners
Charlotte,
North Carolina
|
$11.5M
|
+$1.24M
|
+15,897
|
+12%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
$10.5M
|
+$5.66M
|
+72,475
|
+119%
|
|
|
12
|
SJS Investment Consulting
Sylvania,
Ohio
|
$10.4M
|
+$4.46M
|
+57,100
|
+78%
|
|
|
13
|
Mills Wealth Advisors
Southlake,
Texas
|
$10.1M
|
-$3.29M
|
-42,167
|
-25%
|
|
|
14
|
Burton Enright Welch
Walnut Creek,
California
|
$8.95M
|
+$3.11M
|
+39,775
|
+54%
|
|
|
15
|
Kaizen Financial Strategies
Campbell,
California
|
$8.37M
|
+$549K
|
+7,033
|
+7%
|
|
|
16
|
McIlrath & Eck
Arlington,
Washington
|
$8.11M
|
+$7.99M
|
+102,384
|
New
|
|
|
17
|
Pinion Investment Advisors
Wichita,
Kansas
|
$7.9M
|
+$7.79M
|
+99,801
|
New
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$7.52M
|
+$3.04M
|
+38,980
|
+70%
|
|
|
19
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$7.02M
|
+$4.19M
|
+53,692
|
+154%
|
|
|
20
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$6.68M
|
+$3.74M
|
+47,946
|
+132%
|
|
|
21
|
NorthLanding Financial Partners
Rochester,
New York
|
$6.07M
|
+$311K
|
+3,985
|
+5%
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$4.97M
|
+$4.27M
|
+54,724
|
+676%
|
|
|
23
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$4.16M
|
+$4.1M
|
+52,476
|
New
|
|
|
24
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$3.26M
|
+$2.41M
|
+30,847
|
+300%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$2.98M
|
+$58.3K
|
+747
|
+2%
|
|
