|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$677M
|
+$26.5M
|
+1,178,624
|
+4%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$368M
|
+$64.1M
|
+2,852,350
|
+20%
|
|
|
3
|
KEB Asset Management
Springfield,
Illinois
|
$44.6M
|
+$699K
|
+31,084
|
+2%
|
|
|
4
|
Claris Advisors
St. Louis,
Missouri
|
$37.7M
|
+$5.18M
|
+230,285
|
+15%
|
|
|
5
|
Peirce Capital Management
The Woodlands,
Texas
|
$34.6M
|
+$858K
|
+38,148
|
+2%
|
|
|
6
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$30M
|
-$550K
|
-24,447
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.5M
|
+$1.32M
|
+58,490
|
+6%
|
|
|
8
|
Squire Investment Management Company
Orem,
Utah
|
$22.3M
|
+$3.06M
|
+136,094
|
+15%
|
|
|
9
|
Kaufman Rossin Wealth
Miami,
Florida
|
$21.7M
|
+$22.5M
|
+1,000,224
|
New
|
|
|
10
|
Forum Financial Management
Lombard,
Illinois
|
$14.4M
|
-$1.41M
|
-62,612
|
-9%
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12.5M
|
+$301K
|
+13,388
|
+2%
|
|
|
12
|
Benningfield Financial Advisors
San Francisco,
California
|
$12.3M
|
+$12.8M
|
+568,274
|
New
|
|
|
13
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$12M
|
+$12.5M
|
+553,964
|
New
|
|
|
14
|
Gibson Capital
Wexford,
Pennsylvania
|
$11.6M
|
-$194K
|
-8,639
|
-2%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$10.3M
|
+$10.4M
|
+464,665
|
New
|
|
|
16
|
Friday Financial
Dubuque,
Iowa
|
$7.9M
|
+$8.21M
|
+364,986
|
New
|
|
|
17
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$7.49M
|
-$49.6K
|
-2,204
|
-0.6%
|
|
|
18
|
Dopkins Wealth Management
Williamsville,
New York
|
$7.18M
|
+$3.79M
|
+168,730
|
+104%
|
|
|
19
|
Kraft Asset Management
Nashville,
Tennessee
|
$7.04M
|
+$149K
|
+6,626
|
+2%
|
|
|
20
|
JDH Wealth Management
Santa Rosa,
California
|
$6.58M
|
+$6.84M
|
+304,082
|
New
|
|
|
21
|
AQR Capital Management
Greenwich,
Connecticut
|
$4.85M
|
+$1.55M
|
+68,720
|
+44%
|
|
|
22
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$4.48M
|
+$4.66M
|
+207,049
|
New
|
|
|
23
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$4.21M
|
+$4.37M
|
+194,414
|
New
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$4.03M
|
–
|
–
|
–
|
|
|
25
|
Two Sigma Investments
New York
|
$3.73M
|
+$2.65M
|
+117,900
|
+217%
|
|
