|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$84.1M
|
+$73M
|
+3,145,213
|
+712%
|
|
|
2
|
Prudential Financial
Newark,
New Jersey
|
$58.4M
|
+$3.41M
|
+147,000
|
+6%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$50.2M
|
-$9.42M
|
-405,742
|
-16%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$48.6M
|
+$1.37M
|
+59,154
|
+3%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$42M
|
+$1.31M
|
+56,371
|
+3%
|
|
|
6
|
RAM Investment Partners
Bellevue,
Washington
|
$29.7M
|
+$1.09M
|
+46,825
|
+4%
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$28.2M
|
+$1.7M
|
+73,258
|
+6%
|
|
|
8
|
Root Financial Partners
Encinitas,
California
|
$24.7M
|
-$1.31M
|
-56,601
|
-5%
|
|
|
9
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$20.6M
|
+$1.29M
|
+55,403
|
+7%
|
|
|
10
|
Rather & Kittrell
Knoxville,
Tennessee
|
$20.3M
|
+$200K
|
+8,623
|
+1%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$16.2M
|
+$3.22M
|
+138,632
|
+25%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.7M
|
+$589K
|
+25,352
|
+4%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.6M
|
+$2.62M
|
+112,790
|
+22%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$14.1M
|
-$2.31M
|
-99,507
|
-14%
|
|
|
15
|
Burton Enright Welch
Walnut Creek,
California
|
$14M
|
+$472K
|
+20,321
|
+4%
|
|
|
16
|
Bridgewater Advisors
New York
|
$13.4M
|
+$491K
|
+21,157
|
+4%
|
|
|
17
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$12M
|
+$818K
|
+35,237
|
+7%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.8M
|
+$7.81M
|
+336,587
|
+204%
|
|
|
19
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.4M
|
-$182K
|
-7,818
|
-2%
|
|
|
20
|
United Wealth Management
Charlottesville,
Virginia
|
$11.4M
|
+$103K
|
+4,428
|
+0.9%
|
|
|
21
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$10.8M
|
+$734K
|
+31,635
|
+7%
|
|
|
22
|
Core Wealth Management
Jupiter,
Florida
|
$10.7M
|
+$230K
|
+9,925
|
+2%
|
|
|
23
|
Hemington Wealth Management
Falls Church,
Virginia
|
$10.5M
|
-$643K
|
-27,678
|
-6%
|
|
|
24
|
Forum Financial Management
Lombard,
Illinois
|
$9.44M
|
-$998
|
-43
|
-0%
|
|
|
25
|
Satovsky Asset Management
New York
|
$9.36M
|
+$228K
|
+9,815
|
+3%
|
|
