|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$545M
|
+$34.8M
|
+451,370
|
+7%
|
|
|
2
|
Martel Wealth Advisors
Vancouver,
Washington
|
$83.2M
|
+$84.7M
|
+1,097,152
|
New
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$57.6M
|
+$3.66M
|
+47,341
|
+7%
|
|
|
4
|
Magnolia Wealth Management
Dothan,
Alabama
|
$45.5M
|
+$1.26M
|
+16,370
|
+3%
|
|
|
5
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$42.5M
|
+$16.3M
|
+211,606
|
+61%
|
|
|
6
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$39.3M
|
+$2.99M
|
+38,759
|
+8%
|
|
|
7
|
Tilson Financial Group
New Providence,
New Jersey
|
$29.9M
|
+$9.74M
|
+126,177
|
+47%
|
|
|
8
|
American Trust
Lexington,
Kentucky
|
$29.6M
|
+$30.2M
|
+390,716
|
New
|
|
|
9
|
HUB Investment Partners
Austin,
Texas
|
$23.4M
|
+$4M
|
+51,817
|
+20%
|
|
|
10
|
Mills Wealth Advisors
Southlake,
Texas
|
$22M
|
+$12.6M
|
+162,752
|
+128%
|
|
|
11
|
Momentous Wealth Management
Vancouver,
Washington
|
$18.8M
|
+$19.1M
|
+247,551
|
New
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$14.1M
|
+$4.12M
|
+53,306
|
+40%
|
|
|
13
|
Verum Partners
Charlotte,
North Carolina
|
$14.1M
|
+$3.18M
|
+41,213
|
+28%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.3M
|
+$8.72M
|
+112,974
|
+180%
|
|
|
15
|
Tull Financial Group
Chesapeake,
Virginia
|
$13.1M
|
+$401K
|
+5,199
|
+3%
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$13M
|
-$3.18M
|
-41,235
|
-19%
|
|
|
17
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$11.3M
|
+$11.5M
|
+148,446
|
New
|
|
|
18
|
Burton Enright Welch
Walnut Creek,
California
|
$11.2M
|
+$2.66M
|
+34,466
|
+31%
|
|
|
19
|
SJS Investment Consulting
Sylvania,
Ohio
|
$11M
|
+$1.14M
|
+14,792
|
+11%
|
|
|
20
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$8.75M
|
+$2.07M
|
+26,770
|
+30%
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$8.62M
|
+$870K
|
+11,264
|
+11%
|
|
|
22
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$8.11M
|
+$8.26M
|
+106,978
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$8.1M
|
+$8.25M
|
+106,790
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$8.07M
|
+$5.31M
|
+68,771
|
+183%
|
|
|
25
|
Kaizen Financial Strategies
Campbell,
California
|
$7.51M
|
-$506K
|
-6,554
|
-6%
|
|
