|
1
|
Evoke Wealth
Los Angeles,
California
|
$25.4M
|
+$3.14M
|
+117,090
|
+14%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$18M
|
+$5.5M
|
+205,122
|
+43%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
+$4.63M
|
+172,537
|
+34%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$17.4M
|
+$16.1M
|
+601,325
|
+977%
|
|
|
5
|
Eaton Vance Management
Boston,
Massachusetts
|
$16.2M
|
-$646K
|
-24,098
|
-4%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.8M
|
+$1.15M
|
+42,924
|
+8%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$14.7M
|
+$14.2M
|
+529,724
|
+1,736%
|
|
|
8
|
Flow Traders U.S.
New York
|
$13.4M
|
+$4.39M
|
+163,858
|
+47%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.4M
|
+$3.53M
|
+131,626
|
+35%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$13M
|
+$4.4M
|
+164,089
|
+50%
|
|
|
11
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$11.5M
|
+$10.8M
|
+404,303
|
+1,198%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$9.55M
|
+$8.1M
|
+302,250
|
+491%
|
|
|
13
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$9.34M
|
+$3.41M
|
+127,079
|
+56%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$8.27M
|
+$8.45M
|
+315,195
|
New
|
|
|
15
|
Chico Wealth RIA
Chico,
California
|
$7.07M
|
+$7.23M
|
+269,586
|
New
|
|
|
16
|
Shore Point Advisors
Brielle,
New Jersey
|
$6.38M
|
+$6.51M
|
+242,931
|
+103,817%
|
|
|
17
|
Waypoint Wealth Partners
Mill Valley,
California
|
$6.32M
|
-$1.17M
|
-43,464
|
-15%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.26M
|
-$652K
|
-24,330
|
-9%
|
|
|
19
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$6.19M
|
+$1.8M
|
+67,094
|
+40%
|
|
|
20
|
Collective Family Office
York,
Pennsylvania
|
$5.44M
|
+$3.53M
|
+131,553
|
+173%
|
|
|
21
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$5.19M
|
+$3.31M
|
+123,310
|
+166%
|
|
|
22
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$5.02M
|
+$5.13M
|
+191,223
|
New
|
|
|
23
|
Burton Enright Welch
Walnut Creek,
California
|
$4.96M
|
-$860K
|
-32,076
|
-14%
|
|
|
24
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$4.72M
|
+$4.82M
|
+179,760
|
New
|
|
|
25
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$4.71M
|
+$4.82M
|
+179,584
|
New
|
|
