|
1
|
Adero Partners
Pleasanton,
California
|
$74.4M
|
+$2.59M
|
+109,659
|
+4%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$60.5M
|
+$4.9M
|
+207,867
|
+9%
|
|
|
3
|
Prudential Financial
Newark,
New Jersey
|
$55.7M
|
+$29.2M
|
+1,236,100
|
+112%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$47.9M
|
+$1.51M
|
+64,199
|
+3%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$41.2M
|
+$1.21M
|
+51,100
|
+3%
|
|
|
6
|
RAM Investment Partners
Bellevue,
Washington
|
$29M
|
+$380K
|
+16,100
|
+1%
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$26.8M
|
+$1.45M
|
+61,412
|
+6%
|
|
|
8
|
Root Financial Partners
Encinitas,
California
|
$26.4M
|
+$3.32M
|
+140,598
|
+14%
|
|
|
9
|
Rather & Kittrell
Knoxville,
Tennessee
|
$20.4M
|
+$166K
|
+7,059
|
+0.8%
|
|
|
10
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$18.6M
|
–
|
–
|
–
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$16.6M
|
-$7.39M
|
-313,230
|
-31%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.3M
|
+$1.01M
|
+42,722
|
+8%
|
|
|
13
|
Burton Enright Welch
Walnut Creek,
California
|
$13.7M
|
+$232K
|
+9,828
|
+2%
|
|
|
14
|
Aprio Wealth Management
Atlanta,
Georgia
|
$13.1M
|
+$4.21M
|
+178,433
|
+48%
|
|
|
15
|
Bridgewater Advisors
New York
|
$12.5M
|
+$523K
|
+22,160
|
+4%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.1M
|
+$3.75M
|
+158,894
|
+45%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.7M
|
+$252K
|
+10,690
|
+2%
|
|
|
18
|
United Wealth Management
Charlottesville,
Virginia
|
$11.4M
|
+$910K
|
+38,572
|
+9%
|
|
|
19
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$11.4M
|
+$1.2M
|
+50,959
|
+12%
|
|
|
20
|
Hemington Wealth Management
Falls Church,
Virginia
|
$11.3M
|
+$6.35M
|
+269,361
|
+130%
|
|
|
21
|
Brown Financial Advisory
Fairhope,
Alabama
|
$11.1M
|
-$1.78M
|
-75,570
|
-14%
|
|
|
22
|
Core Wealth Management
Jupiter,
Florida
|
$10.6M
|
-$152K
|
-6,439
|
-1%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$10.5M
|
+$1.45M
|
+61,619
|
+16%
|
|
|
24
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$10.2M
|
+$271K
|
+11,511
|
+3%
|
|
|
25
|
Forum Financial Management
Lombard,
Illinois
|
$9.56M
|
-$31.8K
|
-1,348
|
-0.3%
|
|
