|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$588M
|
+$40.2M
|
+1,971,770
|
+8%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$258M
|
+$136M
|
+6,689,866
|
+123%
|
|
|
3
|
KEB Asset Management
Springfield,
Illinois
|
$40.5M
|
+$464K
|
+22,761
|
+1%
|
|
|
4
|
Claris Advisors
St. Louis,
Missouri
|
$31.2M
|
+$279K
|
+13,702
|
+0.9%
|
|
|
5
|
Peirce Capital Management
The Woodlands,
Texas
|
$30.6M
|
+$1.88M
|
+92,109
|
+7%
|
|
|
6
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$30.4M
|
-$81.8K
|
-4,015
|
-0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.9M
|
+$1.26M
|
+61,677
|
+7%
|
|
|
8
|
Forum Financial Management
Lombard,
Illinois
|
$15.9M
|
-$230K
|
-11,274
|
-1%
|
|
|
9
|
Squire Investment Management Company
Orem,
Utah
|
$13.9M
|
+$4.07M
|
+199,736
|
+44%
|
|
|
10
|
Gibson Capital
Wexford,
Pennsylvania
|
$11.6M
|
-$165K
|
-8,074
|
-1%
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11.4M
|
+$301K
|
+14,791
|
+3%
|
|
|
12
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$7.29M
|
+$205K
|
+10,050
|
+3%
|
|
|
13
|
Dopkins Wealth Management
Williamsville,
New York
|
$7.05M
|
+$1.17M
|
+57,432
|
+21%
|
|
|
14
|
Kraft Asset Management
Nashville,
Tennessee
|
$5.83M
|
-$7.83K
|
-384
|
-0.1%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$3.96M
|
–
|
–
|
–
|
|
|
16
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$3.86M
|
+$36.9K
|
+1,810
|
+1%
|
|
|
17
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.78M
|
-$448K
|
-21,999
|
-14%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.35M
|
–
|
–
|
–
|
|
|
19
|
RB Capital Management
Reno,
Nevada
|
$2.35M
|
+$43.6K
|
+2,142
|
+2%
|
|
|
20
|
|
$2.05M
|
-$29.3K
|
-1,440
|
-1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.67M
|
-$2.6M
|
-127,681
|
-62%
|
|
|
22
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.61M
|
–
|
–
|
–
|
|
|
23
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.54M
|
+$711K
|
+34,910
|
+93%
|
|
|
24
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.54M
|
+$1.98K
|
+97
|
+0.1%
|
|
|
25
|
Park Avenue Securities
New York
|
$1.29M
|
+$1.24M
|
+60,769
|
New
|
|
