|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$637M
|
+$19.6M
|
+255,681
|
+3%
|
|
|
2
|
SignatureFD
Atlanta,
Georgia
|
$353M
|
+$79M
|
+1,030,827
|
+29%
|
|
|
3
|
Martel Wealth Advisors
Vancouver,
Washington
|
$107M
|
+$2.45M
|
+31,915
|
+2%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$86.6M
|
+$75.4M
|
+983,468
|
+743%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$74.5M
|
+$5.06M
|
+66,014
|
+7%
|
|
|
6
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$69.2M
|
+$9.06M
|
+118,226
|
+15%
|
|
|
7
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$67.7M
|
+$66.9M
|
+872,703
|
New
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$64.3M
|
+$26.3M
|
+343,599
|
+71%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$64.1M
|
+$2.2M
|
+28,748
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$54.6M
|
+$38M
|
+495,833
|
+238%
|
|
|
11
|
Magnolia Wealth Management
Dothan,
Alabama
|
$46.7M
|
+$1.5M
|
+19,605
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.3M
|
+$1.96M
|
+25,606
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$37.4M
|
+$13.6M
|
+177,764
|
+58%
|
|
|
14
|
Tull Financial Group
Chesapeake,
Virginia
|
$35.7M
|
+$19.1M
|
+249,029
|
+118%
|
|
|
15
|
Tilson Financial Group
New Providence,
New Jersey
|
$33.5M
|
-$148K
|
-1,938
|
-0.4%
|
|
|
16
|
HUB Investment Partners
Austin,
Texas
|
$30.3M
|
+$2.22M
|
+28,919
|
+8%
|
|
|
17
|
Mills Wealth Advisors
Southlake,
Texas
|
$30.1M
|
+$5.47M
|
+71,442
|
+23%
|
|
|
18
|
Schoolcraft Capital
Boulder,
Colorado
|
$29M
|
-$2.33M
|
-30,368
|
-8%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$27.3M
|
+$20M
|
+260,722
|
+284%
|
|
|
20
|
Quantum Financial Planning Services
Spokane,
Washington
|
$26.6M
|
+$20.6M
|
+268,914
|
+364%
|
|
|
21
|
Meeder Advisory Services
Dublin,
Ohio
|
$25.7M
|
+$25.4M
|
+331,656
|
New
|
|
|
22
|
Momentous Wealth Management
Vancouver,
Washington
|
$25.4M
|
+$1.99M
|
+26,021
|
+9%
|
|
|
23
|
|
$24.6M
|
+$24.3M
|
+317,475
|
New
|
|
|
24
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$22.3M
|
+$22.1M
|
+288,067
|
New
|
|
|
25
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$21.6M
|
+$107K
|
+1,399
|
+0.5%
|
|
