|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$945M
|
+$22.4M
|
+886,680
|
+2%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$511M
|
+$12.8M
|
+505,173
|
+3%
|
|
|
3
|
Peirce Capital Management
The Woodlands,
Texas
|
$46.1M
|
-$417K
|
-16,488
|
-0.9%
|
|
|
4
|
Squire Investment Management Company
Orem,
Utah
|
$43.3M
|
+$3.88M
|
+153,356
|
+10%
|
|
|
5
|
KEB Asset Management
Springfield,
Illinois
|
$41M
|
-$115K
|
-4,553
|
-0.3%
|
|
|
6
|
Kaufman Rossin Wealth
Miami,
Florida
|
$32.4M
|
+$911K
|
+36,042
|
+3%
|
|
|
7
|
Claris Advisors
St. Louis,
Missouri
|
$31M
|
+$32.9K
|
+1,300
|
+0.1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.2M
|
-$38.8K
|
-1,536
|
-0.1%
|
|
|
9
|
AQR Capital Management
Greenwich,
Connecticut
|
$20.3M
|
+$4.41M
|
+174,308
|
+28%
|
|
|
10
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$19.8M
|
+$1.61M
|
+63,528
|
+9%
|
|
|
11
|
Friday Financial
Dubuque,
Iowa
|
$19.6M
|
+$1.49M
|
+58,782
|
+8%
|
|
|
12
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$18.2M
|
+$253K
|
+10,025
|
+1%
|
|
|
13
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$16.4M
|
+$622K
|
+24,587
|
+4%
|
|
|
14
|
Forum Financial Management
Lombard,
Illinois
|
$16.4M
|
-$265K
|
-10,493
|
-2%
|
|
|
15
|
Gibson Capital
Wexford,
Pennsylvania
|
$15.8M
|
+$24K
|
+951
|
+0.2%
|
|
|
16
|
HBE Wealth Management
Lincoln,
Nebraska
|
$15.7M
|
+$1.07M
|
+42,493
|
+7%
|
|
|
17
|
Vistica Wealth Advisors
Carlsbad,
California
|
$14.6M
|
-$799K
|
-31,590
|
-5%
|
|
|
18
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$13.6M
|
-$21K
|
-830
|
-0.2%
|
|
|
19
|
Benningfield Financial Advisors
San Francisco,
California
|
$13.3M
|
-$480K
|
-19,001
|
-4%
|
|
|
20
|
Dopkins Wealth Management
Williamsville,
New York
|
$10.1M
|
+$113K
|
+4,487
|
+1%
|
|
|
21
|
JDH Wealth Management
Santa Rosa,
California
|
$9.52M
|
-$165K
|
-6,509
|
-2%
|
|
|
22
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$8.48M
|
-$104K
|
-4,127
|
-1%
|
|
|
23
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$6.81M
|
+$308K
|
+12,196
|
+5%
|
|
|
24
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$6.61M
|
-$14K
|
-555
|
-0.2%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$6.41M
|
-$124K
|
-4,886
|
-2%
|
|
