|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$637M
|
+$8.47M
|
+443,552
|
+1%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$359M
|
-$938K
|
-49,113
|
-0.3%
|
|
|
3
|
Peirce Capital Management
The Woodlands,
Texas
|
$36M
|
+$1.24M
|
+64,755
|
+4%
|
|
|
4
|
KEB Asset Management
Springfield,
Illinois
|
$33.6M
|
-$3.99M
|
-208,773
|
-11%
|
|
|
5
|
Squire Investment Management Company
Orem,
Utah
|
$28.4M
|
+$4.99M
|
+261,404
|
+23%
|
|
|
6
|
Claris Advisors
St. Louis,
Missouri
|
$24.2M
|
-$10.8M
|
-566,076
|
-32%
|
|
|
7
|
Kaufman Rossin Wealth
Miami,
Florida
|
$23.8M
|
+$3.22M
|
+168,728
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
+$2.71M
|
+141,978
|
+15%
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$13.6M
|
-$37.1K
|
-1,943
|
-0.3%
|
|
|
10
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$13.5M
|
+$1.82M
|
+95,480
|
+17%
|
|
|
11
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$13.2M
|
+$6.15M
|
+321,928
|
+99%
|
|
|
12
|
Gibson Capital
Wexford,
Pennsylvania
|
$12.5M
|
+$741K
|
+38,807
|
+7%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12.4M
|
+$194K
|
+10,159
|
+2%
|
|
|
14
|
Benningfield Financial Advisors
San Francisco,
California
|
$11.2M
|
-$101K
|
-5,265
|
-0.9%
|
|
|
15
|
Friday Financial
Dubuque,
Iowa
|
$10.2M
|
+$1.14M
|
+59,688
|
+14%
|
|
|
16
|
Dopkins Wealth Management
Williamsville,
New York
|
$8.73M
|
+$1.54M
|
+80,706
|
+23%
|
|
|
17
|
AQR Capital Management
Greenwich,
Connecticut
|
$8.21M
|
+$1.82M
|
+95,462
|
+31%
|
|
|
18
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$7.51M
|
-$921K
|
-48,238
|
-12%
|
|
|
19
|
JDH Wealth Management
Santa Rosa,
California
|
$7.23M
|
+$1.07M
|
+56,273
|
+19%
|
|
|
20
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$6.95M
|
-$120K
|
-6,301
|
-2%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$5.69M
|
-$5.14M
|
-268,918
|
-49%
|
|
|
22
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$5.29M
|
+$1.27M
|
+66,735
|
+35%
|
|
|
23
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$4.51M
|
-$414K
|
-21,684
|
-9%
|
|
|
24
|
Northwest Wealth Management
Spencer,
Iowa
|
$4.46M
|
+$606K
|
+31,711
|
+17%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$4.45M
|
+$615K
|
+32,198
|
+17%
|
|
