|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$87.1M
|
+$2.83M
|
+120,720
|
+3%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$59M
|
+$4.6M
|
+196,432
|
+8%
|
|
|
3
|
Prudential Financial
Newark,
New Jersey
|
$56.2M
|
-$822K
|
-35,100
|
-1%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$54.4M
|
+$4.15M
|
+177,099
|
+8%
|
|
|
5
|
Root Financial Partners
Encinitas,
California
|
$43.7M
|
+$7.65M
|
+326,780
|
+21%
|
|
|
6
|
Vise Technologies
New York
|
$38.9M
|
+$29.6M
|
+1,264,461
|
+293%
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$31.1M
|
+$2.03M
|
+86,690
|
+7%
|
|
|
8
|
RAM Investment Partners
Bellevue,
Washington
|
$31M
|
+$949K
|
+40,528
|
+3%
|
|
|
9
|
Rather & Kittrell
Knoxville,
Tennessee
|
$23.1M
|
+$2.24M
|
+95,851
|
+10%
|
|
|
10
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$23.1M
|
+$1.98M
|
+84,581
|
+9%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$22M
|
+$9.48M
|
+404,919
|
+73%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.5M
|
+$11.3M
|
+484,472
|
+131%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.2M
|
+$1.25M
|
+53,570
|
+8%
|
|
|
14
|
Two Sigma Investments
New York
|
$15.9M
|
+$16.2M
|
+692,700
|
New
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.7M
|
+$811K
|
+34,614
|
+5%
|
|
|
16
|
Burton Enright Welch
Walnut Creek,
California
|
$15.5M
|
+$1.06M
|
+45,411
|
+7%
|
|
|
17
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$14.9M
|
+$1.92M
|
+81,938
|
+14%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.9M
|
+$2.89M
|
+123,238
|
+26%
|
|
|
19
|
United Wealth Management
Charlottesville,
Virginia
|
$12M
|
+$635K
|
+27,123
|
+5%
|
|
|
20
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$12M
|
+$767K
|
+32,758
|
+7%
|
|
|
21
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$12M
|
-$13.1M
|
-557,752
|
-52%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.2M
|
+$83.9K
|
+3,584
|
+0.7%
|
|
|
23
|
Core Wealth Management
Jupiter,
Florida
|
$10.9M
|
+$215K
|
+9,177
|
+2%
|
|
|
24
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$9.9M
|
+$1.28M
|
+54,566
|
+15%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$9.71M
|
+$433K
|
+18,510
|
+5%
|
|
