|
1
|
American Century Companies
Kansas City,
Missouri
|
$78.6M
|
+$25.4M
|
+511,891
|
+54%
|
|
|
2
|
Empowered Funds
Havertown,
Pennsylvania
|
$42.1M
|
-$529K
|
-10,664
|
-1%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$40.6M
|
-$3.71M
|
-74,855
|
-9%
|
|
|
4
|
Armbruster Capital Management
Pittsford,
New York
|
$18.2M
|
+$944K
|
+19,038
|
+6%
|
|
|
5
|
|
$16.1M
|
+$12.4M
|
+250,674
|
+497%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$15.7M
|
+$858K
|
+17,312
|
+6%
|
|
|
7
|
Meredith Wealth Planning
Maryville,
Illinois
|
$14.5M
|
+$1.74M
|
+35,187
|
+15%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$13.4M
|
+$7.43M
|
+149,869
|
+151%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
+$745K
|
+15,024
|
+7%
|
|
|
10
|
Red Lighthouse Investment Management
New York
|
$11.7M
|
+$104K
|
+2,108
|
+1%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$10.7M
|
+$210K
|
+4,247
|
+2%
|
|
|
12
|
BSW Wealth Partners
Boulder,
Colorado
|
$10.4M
|
+$545K
|
+10,989
|
+6%
|
|
|
13
|
B&D White Capital Company
Lakeway,
Texas
|
$10.3M
|
+$4.77M
|
+96,312
|
+100%
|
|
|
14
|
Austin Wealth Management
Austin,
Texas
|
$9.66M
|
+$2.54M
|
+51,265
|
+40%
|
|
|
15
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$8.34M
|
+$13.2K
|
+267
|
+0.2%
|
|
|
16
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$8.28M
|
+$626K
|
+12,625
|
+9%
|
|
|
17
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$8.25M
|
-$337K
|
-6,791
|
-4%
|
|
|
18
|
Symmetry Partners
Glastonbury,
Connecticut
|
$7.81M
|
+$1.02M
|
+20,651
|
+17%
|
|
|
19
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$7.55M
|
-$548K
|
-11,058
|
-7%
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$7.48M
|
+$583K
|
+11,765
|
+9%
|
|
|
21
|
Simplicity Wealth
Summit,
New Jersey
|
$7.37M
|
+$3.62M
|
+73,062
|
+113%
|
|
|
22
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$7.25M
|
+$302K
|
+6,092
|
+5%
|
|
|
23
|
Apeiron RIA
Dallas,
Texas
|
$7M
|
+$632K
|
+12,757
|
+11%
|
|
|
24
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$6.77M
|
+$2.1M
|
+42,343
|
+50%
|
|
|
25
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$6.39M
|
+$583K
|
+11,763
|
+11%
|
|
