|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$665M
|
+$647M
|
+30,106,232
|
New
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$312M
|
+$14.1M
|
+656,128
|
+5%
|
|
|
3
|
KEB Asset Management
Springfield,
Illinois
|
$44.8M
|
+$1.92M
|
+89,435
|
+5%
|
|
|
4
|
Peirce Capital Management
The Woodlands,
Texas
|
$34.5M
|
-$116K
|
-5,404
|
-0.3%
|
|
|
5
|
Claris Advisors
St. Louis,
Missouri
|
$33.4M
|
+$1.58M
|
+73,412
|
+5%
|
|
|
6
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$28.6M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.6M
|
+$1.03M
|
+48,025
|
+5%
|
|
|
8
|
Squire Investment Management Company
Orem,
Utah
|
$19.8M
|
+$1.77M
|
+82,434
|
+10%
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$16.1M
|
-$209K
|
-9,733
|
-1%
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12.5M
|
+$30.8K
|
+1,433
|
+0.3%
|
|
|
11
|
Gibson Capital
Wexford,
Pennsylvania
|
$12.1M
|
+$204K
|
+9,479
|
+2%
|
|
|
12
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$7.69M
|
-$686K
|
-31,904
|
-8%
|
|
|
13
|
Kraft Asset Management
Nashville,
Tennessee
|
$6.91M
|
-$58.2K
|
-2,709
|
-0.9%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.86M
|
-$1.06M
|
-49,223
|
-14%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$4.12M
|
–
|
–
|
–
|
|
|
16
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.59M
|
-$3.13M
|
-145,535
|
-47%
|
|
|
17
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$3.48M
|
-$481K
|
-22,367
|
-12%
|
|
|
18
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.43M
|
+$2M
|
+92,833
|
+149%
|
|
|
19
|
Northwest Wealth Management
Spencer,
Iowa
|
$2.95M
|
+$634K
|
+29,487
|
+28%
|
|
|
20
|
RB Capital Management
Reno,
Nevada
|
$2.92M
|
+$423K
|
+19,681
|
+17%
|
|
|
21
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.86M
|
-$18.5K
|
-861
|
-0.7%
|
|
|
22
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.85M
|
-$573K
|
-26,640
|
-17%
|
|
|
23
|
IFG Advisors
St. Louis,
Missouri
|
$2.55M
|
-$34.3K
|
-1,594
|
-1%
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.39M
|
–
|
–
|
–
|
|
|
25
|
|
$2.13M
|
–
|
–
|
–
|
|
