|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$780M
|
+$70.1M
|
+3,193,481
|
+10%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$348M
|
-$49.4M
|
-2,253,915
|
-13%
|
|
|
3
|
Peirce Capital Management
The Woodlands,
Texas
|
$41.5M
|
+$1.41M
|
+64,392
|
+4%
|
|
|
4
|
KEB Asset Management
Springfield,
Illinois
|
$36.9M
|
-$454K
|
-20,674
|
-1%
|
|
|
5
|
Squire Investment Management Company
Orem,
Utah
|
$33.2M
|
+$1.61M
|
+73,194
|
+5%
|
|
|
6
|
Kaufman Rossin Wealth
Miami,
Florida
|
$28.3M
|
+$1.78M
|
+81,269
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.4M
|
+$35.5K
|
+1,617
|
+0.1%
|
|
|
8
|
Claris Advisors
St. Louis,
Missouri
|
$24.2M
|
–
|
–
|
–
|
|
|
9
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$15.9M
|
+$885K
|
+40,322
|
+6%
|
|
|
10
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$15.4M
|
+$789K
|
+35,961
|
+6%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$14.9M
|
-$206K
|
-9,380
|
-1%
|
|
|
12
|
Gibson Capital
Wexford,
Pennsylvania
|
$14M
|
+$110K
|
+5,030
|
+0.8%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$14M
|
+$171K
|
+7,792
|
+1%
|
|
|
14
|
Friday Financial
Dubuque,
Iowa
|
$13M
|
+$1.61M
|
+73,612
|
+15%
|
|
|
15
|
Benningfield Financial Advisors
San Francisco,
California
|
$12.6M
|
+$144K
|
+6,550
|
+1%
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$12.3M
|
+$3.09M
|
+141,019
|
+35%
|
|
|
17
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$10.1M
|
+$1.71M
|
+77,960
|
+21%
|
|
|
18
|
Dopkins Wealth Management
Williamsville,
New York
|
$9.19M
|
-$501K
|
-22,830
|
-5%
|
|
|
19
|
JDH Wealth Management
Santa Rosa,
California
|
$8.54M
|
+$484K
|
+22,078
|
+6%
|
|
|
20
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$7.61M
|
-$111K
|
-5,060
|
-1%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$6.06M
|
-$263K
|
-11,967
|
-4%
|
|
|
22
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$5.86M
|
-$20.5K
|
-934
|
-0.4%
|
|
|
23
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$5.55M
|
+$665K
|
+30,322
|
+14%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$4.95M
|
–
|
–
|
–
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$4.92M
|
-$95.3K
|
-4,346
|
-2%
|
|
