|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$417M
|
+$24M
|
+1,282,179
|
+6%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$134M
|
+$35.8M
|
+1,913,774
|
+35%
|
|
|
3
|
KEB Asset Management
Springfield,
Illinois
|
$33.8M
|
+$1.24M
|
+66,415
|
+4%
|
|
|
4
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$27M
|
-$25.2K
|
-1,350
|
-0.1%
|
|
|
5
|
Claris Advisors
St. Louis,
Missouri
|
$26.6M
|
+$1.83M
|
+97,746
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$16.7M
|
+892,517
|
New
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
$14.2M
|
-$148K
|
-7,924
|
-1%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$9.98M
|
+$168K
|
+9,008
|
+2%
|
|
|
9
|
Gibson Capital
Wexford,
Pennsylvania
|
$9.84M
|
+$59.4K
|
+3,176
|
+0.6%
|
|
|
10
|
Dopkins Wealth Management
Williamsville,
New York
|
$5.9M
|
+$922K
|
+49,331
|
+18%
|
|
|
11
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$5.81M
|
-$42.6K
|
-2,281
|
-0.7%
|
|
|
12
|
Kraft Asset Management
Nashville,
Tennessee
|
$4.53M
|
-$1.19M
|
-63,624
|
-20%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$3.41M
|
–
|
–
|
–
|
|
|
14
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$3.28M
|
-$36.3K
|
-1,943
|
-1%
|
|
|
15
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.76M
|
-$12.4K
|
-664
|
-0.4%
|
|
|
16
|
RB Capital Management
Reno,
Nevada
|
$1.98M
|
+$111K
|
+5,928
|
+6%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.66M
|
-$34.2K
|
-1,830
|
-2%
|
|
|
18
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.38M
|
-$45.1K
|
-2,413
|
-3%
|
|
|
19
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.3M
|
-$9.52K
|
-509
|
-0.7%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.04M
|
-$45.1K
|
-2,413
|
-4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$960K
|
+$982K
|
+52,526
|
New
|
|
|
22
|
Waterfront Wealth
Overland Park,
Kansas
|
$959K
|
–
|
–
|
–
|
|
|
23
|
Marcum Wealth
Cleveland,
Ohio
|
$940K
|
–
|
–
|
–
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$923K
|
–
|
–
|
–
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$790K
|
+$808K
|
+43,213
|
New
|
|
