|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$616M
|
+$58.9M
|
+770,415
|
+11%
|
|
|
2
|
SignatureFD
Atlanta,
Georgia
|
$273M
|
+$270M
|
+3,525,105
|
New
|
|
|
3
|
Martel Wealth Advisors
Vancouver,
Washington
|
$105M
|
+$19.6M
|
+255,537
|
+23%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$69.2M
|
+$68.4M
|
+894,071
|
New
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$69.2M
|
+$68.4M
|
+894,071
|
New
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$61.7M
|
+$2.82M
|
+36,814
|
+5%
|
|
|
7
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$59.9M
|
+$16.3M
|
+213,343
|
+38%
|
|
|
8
|
Magnolia Wealth Management
Dothan,
Alabama
|
$45.1M
|
-$1.39M
|
-18,142
|
-3%
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$37.5M
|
+$23.6M
|
+309,049
|
+176%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.2M
|
+$32.7M
|
+427,927
|
+1,072%
|
|
|
11
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$33.7M
|
-$6.44M
|
-84,153
|
-16%
|
|
|
12
|
Tilson Financial Group
New Providence,
New Jersey
|
$33.6M
|
+$2.96M
|
+38,745
|
+10%
|
|
|
13
|
Schoolcraft Capital
Boulder,
Colorado
|
$31.3M
|
+$30.9M
|
+403,597
|
New
|
|
|
14
|
HUB Investment Partners
Austin,
Texas
|
$28M
|
+$4.09M
|
+53,474
|
+17%
|
|
|
15
|
Mills Wealth Advisors
Southlake,
Texas
|
$24.5M
|
+$2.01M
|
+26,253
|
+9%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$23.6M
|
+$21.8M
|
+285,347
|
+1,466%
|
|
|
17
|
Momentous Wealth Management
Vancouver,
Washington
|
$23.4M
|
+$4.16M
|
+54,307
|
+22%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$23M
|
+$22.7M
|
+297,313
|
New
|
|
|
19
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$21.5M
|
+$21.2M
|
+277,268
|
New
|
|
|
20
|
Verum Partners
Charlotte,
North Carolina
|
$19.8M
|
+$5.34M
|
+69,755
|
+38%
|
|
|
21
|
CGN Advisors
Manhattan,
Kansas
|
$16.6M
|
+$2.1M
|
+27,476
|
+15%
|
|
|
22
|
Tull Financial Group
Chesapeake,
Virginia
|
$16.3M
|
+$2.9M
|
+37,852
|
+22%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$15.9M
|
+208,409
|
New
|
|
|
24
|
Pinion Investment Advisors
Wichita,
Kansas
|
$13.8M
|
+$6.12M
|
+80,040
|
+82%
|
|
|
25
|
Burton Enright Welch
Walnut Creek,
California
|
$13.8M
|
+$2.34M
|
+30,635
|
+21%
|
|
