|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$88.1M
|
-$5.37M
|
-208,934
|
-6%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$71.2M
|
+$734K
|
+28,547
|
+1%
|
|
|
3
|
Root Financial Partners
Encinitas,
California
|
$60.8M
|
+$5.36M
|
+208,525
|
+10%
|
|
|
4
|
Vise Technologies
New York
|
$57.3M
|
+$12.7M
|
+495,017
|
+29%
|
|
|
5
|
Prudential Financial
Newark,
New Jersey
|
$52.6M
|
-$4.85M
|
-188,850
|
-9%
|
|
|
6
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$47M
|
-$18.9M
|
-734,130
|
-29%
|
|
|
7
|
RAM Investment Partners
Bellevue,
Washington
|
$38.1M
|
+$746K
|
+29,040
|
+2%
|
|
|
8
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$38.1M
|
+$280K
|
+10,888
|
+0.8%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$31.5M
|
+$12.4M
|
+481,443
|
+68%
|
|
|
10
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$28.7M
|
+$664K
|
+25,839
|
+2%
|
|
|
11
|
Rather & Kittrell
Knoxville,
Tennessee
|
$26.4M
|
+$103K
|
+4,015
|
+0.4%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$24.5M
|
+$214K
|
+8,322
|
+0.9%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$19.8M
|
+$1.3M
|
+50,748
|
+7%
|
|
|
14
|
Burton Enright Welch
Walnut Creek,
California
|
$19.6M
|
+$1.34M
|
+52,294
|
+7%
|
|
|
15
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$18.8M
|
+$357K
|
+13,908
|
+2%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.2M
|
-$974K
|
-37,903
|
-5%
|
|
|
17
|
United Wealth Management
Charlottesville,
Virginia
|
$15.7M
|
+$148K
|
+5,746
|
+1%
|
|
|
18
|
North Berkeley Wealth Management
Berkeley,
California
|
$15.5M
|
+$4.41M
|
+171,714
|
+41%
|
|
|
19
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$14.2M
|
+$288K
|
+11,218
|
+2%
|
|
|
20
|
LRI Investments
Palm Beach Gardens,
Florida
|
$13.6M
|
+$1.45M
|
+56,607
|
+12%
|
|
|
21
|
Core Wealth Management
Jupiter,
Florida
|
$13.2M
|
+$494K
|
+19,231
|
+4%
|
|
|
22
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$13.1M
|
+$1.19M
|
+46,296
|
+10%
|
|
|
23
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.3M
|
-$1.01M
|
-39,444
|
-8%
|
|
|
24
|
Concurrent Investment Advisors
Tampa,
Florida
|
$12.3M
|
+$592K
|
+23,030
|
+5%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$11.8M
|
+$585K
|
+22,764
|
+5%
|
|
