|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.08B
|
-$11.4M
|
-413,813
|
-1%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$616M
|
+$26.6M
|
+966,354
|
+5%
|
|
|
3
|
Squire Investment Management Company
Orem,
Utah
|
$50.1M
|
+$257K
|
+9,321
|
+0.5%
|
|
|
4
|
KEB Asset Management
Springfield,
Illinois
|
$46.8M
|
-$392K
|
-14,208
|
-0.9%
|
|
|
5
|
Kaufman Rossin Wealth
Miami,
Florida
|
$40.5M
|
+$3.64M
|
+131,854
|
+10%
|
|
|
6
|
Claris Advisors
St. Louis,
Missouri
|
$35.4M
|
-$261K
|
-9,462
|
-0.8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.6M
|
-$45.7K
|
-1,656
|
-0.1%
|
|
|
8
|
AQR Capital Management
Greenwich,
Connecticut
|
$28.9M
|
+$5.28M
|
+191,692
|
+24%
|
|
|
9
|
Peirce Capital Management
The Woodlands,
Texas
|
$28.4M
|
-$23.3M
|
-844,545
|
-46%
|
|
|
10
|
Friday Financial
Dubuque,
Iowa
|
$23.3M
|
+$1.09M
|
+39,431
|
+5%
|
|
|
11
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$22.8M
|
+$27.7K
|
+1,006
|
+0.1%
|
|
|
12
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$20.8M
|
-$185K
|
-6,719
|
-0.9%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$19.7M
|
+$738K
|
+26,773
|
+4%
|
|
|
14
|
Gibson Capital
Wexford,
Pennsylvania
|
$19.2M
|
+$936K
|
+33,940
|
+5%
|
|
|
15
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$18.9M
|
+$3.03M
|
+109,755
|
+20%
|
|
|
16
|
Forum Financial Management
Lombard,
Illinois
|
$18.5M
|
-$317K
|
-11,500
|
-2%
|
|
|
17
|
HBE Wealth Management
Lincoln,
Nebraska
|
$18.1M
|
+$58.9K
|
+2,138
|
+0.3%
|
|
|
18
|
Vistica Wealth Advisors
Carlsbad,
California
|
$17.6M
|
+$718K
|
+26,052
|
+5%
|
|
|
19
|
Benningfield Financial Advisors
San Francisco,
California
|
$15M
|
-$263K
|
-9,551
|
-2%
|
|
|
20
|
Dopkins Wealth Management
Williamsville,
New York
|
$11.6M
|
-$22.8K
|
-826
|
-0.2%
|
|
|
21
|
JDH Wealth Management
Santa Rosa,
California
|
$10.2M
|
-$695K
|
-25,227
|
-7%
|
|
|
22
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$9.59M
|
-$163K
|
-5,927
|
-2%
|
|
|
23
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$7.97M
|
+$136K
|
+4,918
|
+2%
|
|
|
24
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$7.43M
|
-$163K
|
-5,917
|
-2%
|
|
|
25
|
Evanson Financial
Mclean,
Virginia
|
$7.43M
|
+$7.02M
|
+254,549
|
New
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