|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$87.8M
|
+$2.27M
|
+96,126
|
+3%
|
|
|
2
|
Prudential Financial
Newark,
New Jersey
|
$59.4M
|
–
|
–
|
–
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$56.7M
|
+$5.63M
|
+238,838
|
+11%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$52.4M
|
+$2.95M
|
+125,155
|
+6%
|
|
|
5
|
Root Financial Partners
Encinitas,
California
|
$37.7M
|
+$12.5M
|
+528,128
|
+50%
|
|
|
6
|
RAM Investment Partners
Bellevue,
Washington
|
$31.4M
|
+$1.14M
|
+48,395
|
+4%
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$30.3M
|
+$1.67M
|
+70,649
|
+6%
|
|
|
8
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$25.8M
|
-$16.7M
|
-708,956
|
-40%
|
|
|
9
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$22M
|
+$1.1M
|
+46,561
|
+5%
|
|
|
10
|
Rather & Kittrell
Knoxville,
Tennessee
|
$21.8M
|
+$1.16M
|
+49,067
|
+6%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.6M
|
+$1.63M
|
+68,948
|
+11%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.6M
|
+$691K
|
+29,303
|
+5%
|
|
|
13
|
Burton Enright Welch
Walnut Creek,
California
|
$15M
|
+$811K
|
+34,379
|
+6%
|
|
|
14
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$13.5M
|
+$1.26M
|
+53,537
|
+10%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$13.2M
|
-$1.07M
|
-45,582
|
-8%
|
|
|
16
|
Bridgewater Advisors
New York
|
$12.6M
|
-$408K
|
-17,285
|
-3%
|
|
|
17
|
United Wealth Management
Charlottesville,
Virginia
|
$11.9M
|
+$299K
|
+12,702
|
+3%
|
|
|
18
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$11.7M
|
+$698K
|
+29,615
|
+6%
|
|
|
19
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.6M
|
+$18.1K
|
+767
|
+0.2%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.5M
|
-$462K
|
-19,592
|
-4%
|
|
|
21
|
Core Wealth Management
Jupiter,
Florida
|
$11.2M
|
+$255K
|
+10,817
|
+2%
|
|
|
22
|
Hemington Wealth Management
Falls Church,
Virginia
|
$11.1M
|
+$398K
|
+16,889
|
+4%
|
|
|
23
|
Vise Technologies
New York
|
$10.3M
|
+$10.2M
|
+432,104
|
New
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.86M
|
+$411K
|
+17,419
|
+4%
|
|
|
25
|
Satovsky Asset Management
New York
|
$9.85M
|
+$334K
|
+14,152
|
+4%
|
|
