|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$594M
|
+$30.8M
|
+1,502,159
|
+5%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$275M
|
+$27.6M
|
+1,348,670
|
+11%
|
|
|
3
|
KEB Asset Management
Springfield,
Illinois
|
$39.5M
|
+$784K
|
+38,282
|
+2%
|
|
|
4
|
Peirce Capital Management
The Woodlands,
Texas
|
$31.9M
|
+$2.62M
|
+127,762
|
+9%
|
|
|
5
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$31.9M
|
-$340K
|
-16,623
|
-1%
|
|
|
6
|
Claris Advisors
St. Louis,
Missouri
|
$29.3M
|
-$552K
|
-26,966
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
-$113K
|
-5,537
|
-0.6%
|
|
|
8
|
Squire Investment Management Company
Orem,
Utah
|
$16.6M
|
+$3.23M
|
+157,765
|
+24%
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$15M
|
-$186K
|
-9,081
|
-1%
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12.9M
|
-$146K
|
-7,141
|
-1%
|
|
|
11
|
Gibson Capital
Wexford,
Pennsylvania
|
$10.9M
|
-$152K
|
-7,412
|
-1%
|
|
|
12
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$8.07M
|
+$761K
|
+37,170
|
+11%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.33M
|
+$7.37M
|
+359,887
|
New
|
|
|
14
|
Kraft Asset Management
Nashville,
Tennessee
|
$6.43M
|
+$845K
|
+41,258
|
+15%
|
|
|
15
|
Dopkins Wealth Management
Williamsville,
New York
|
$6.28M
|
-$475K
|
-23,197
|
-7%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$3.8M
|
–
|
–
|
–
|
|
|
17
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$3.66M
|
-$35.6K
|
-1,741
|
-1%
|
|
|
18
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$3.17M
|
+$1.7M
|
+83,024
|
+114%
|
|
|
19
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.66M
|
-$3.07K
|
-150
|
-0.1%
|
|
|
20
|
IFG Advisors
St. Louis,
Missouri
|
$2.39M
|
+$1.48M
|
+72,077
|
+160%
|
|
|
21
|
RB Capital Management
Reno,
Nevada
|
$2.29M
|
+$46.6K
|
+2,276
|
+2%
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.2M
|
-$50.1K
|
-2,447
|
-2%
|
|
|
23
|
Northwest Wealth Management
Spencer,
Iowa
|
$2.12M
|
+$1.18M
|
+57,850
|
+125%
|
|
|
24
|
|
$1.97M
|
–
|
–
|
–
|
|
|
25
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.54M
|
–
|
–
|
–
|
|
