|
1
|
American Century Companies
Kansas City,
Missouri
|
$103M
|
+$10.8M
|
+187,114
|
+12%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$43M
|
-$3.65M
|
-63,085
|
-8%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$22M
|
+$12.7M
|
+218,989
|
+138%
|
|
|
4
|
Armbruster Capital Management
Pittsford,
New York
|
$20.3M
|
+$70.2K
|
+1,214
|
+0.4%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$18M
|
+$483K
|
+8,341
|
+3%
|
|
|
6
|
B&D White Capital Company
Lakeway,
Texas
|
$17.4M
|
+$6.25M
|
+108,113
|
+57%
|
|
|
7
|
Meredith Wealth Planning
Maryville,
Illinois
|
$16.3M
|
+$104K
|
+1,802
|
+0.6%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$14.5M
|
+$54.4K
|
+940
|
+0.4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$582K
|
+10,057
|
+4%
|
|
|
10
|
Three Arch Wealth Management
Irvine,
California
|
$13.6M
|
+$13.5M
|
+232,646
|
New
|
|
|
11
|
Red Lighthouse Investment Management
New York
|
$12.8M
|
+$13.1K
|
+227
|
+0.1%
|
|
|
12
|
Austin Wealth Management
Austin,
Texas
|
$12.3M
|
+$993K
|
+17,170
|
+9%
|
|
|
13
|
BSW Wealth Partners
Boulder,
Colorado
|
$11.3M
|
-$417K
|
-7,209
|
-4%
|
|
|
14
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$10.8M
|
+$834K
|
+14,411
|
+8%
|
|
|
15
|
Apeiron RIA
Dallas,
Texas
|
$9.51M
|
+$536K
|
+9,268
|
+6%
|
|
|
16
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$9.2M
|
+$1.23M
|
+21,288
|
+16%
|
|
|
17
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$8.98M
|
-$128K
|
-2,205
|
-1%
|
|
|
18
|
Perigon Wealth Management
San Francisco,
California
|
$8.96M
|
+$153K
|
+2,636
|
+2%
|
|
|
19
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$8.48M
|
-$69K
|
-1,193
|
-0.8%
|
|
|
20
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$8.41M
|
-$198K
|
-3,424
|
-2%
|
|
|
21
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$8.12M
|
+$215K
|
+3,711
|
+3%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$7.18M
|
+$6.19M
|
+106,982
|
+665%
|
|
|
23
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$5.96M
|
+$5.91M
|
+102,213
|
New
|
|
|
24
|
AlphaCore Capital
La Jolla,
California
|
$5.79M
|
-$200K
|
-3,451
|
-3%
|
|
|
25
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$5.61M
|
+$5.56M
|
+96,151
|
New
|
|
