|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$89.1M
|
-$5.48M
|
-228,027
|
-6%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$63.7M
|
+$2.87M
|
+119,390
|
+5%
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$59.8M
|
+$3.7M
|
+153,777
|
+6%
|
|
|
4
|
Prudential Financial
Newark,
New Jersey
|
$52M
|
-$6.11M
|
-253,975
|
-10%
|
|
|
5
|
Root Financial Partners
Encinitas,
California
|
$50.1M
|
+$5.01M
|
+208,208
|
+11%
|
|
|
6
|
Vise Technologies
New York
|
$38.9M
|
–
|
–
|
–
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$34.2M
|
+$2.07M
|
+86,016
|
+6%
|
|
|
8
|
RAM Investment Partners
Bellevue,
Washington
|
$33.8M
|
+$1.74M
|
+72,383
|
+5%
|
|
|
9
|
Two Sigma Investments
New York
|
$31.4M
|
+$15.2M
|
+633,300
|
+91%
|
|
|
10
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$25.9M
|
+$1.2M
|
+50,120
|
+5%
|
|
|
11
|
Rather & Kittrell
Knoxville,
Tennessee
|
$23.8M
|
-$115K
|
-4,787
|
-0.5%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22M
|
+$1.81M
|
+75,406
|
+9%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$16.9M
|
-$5.91M
|
-245,861
|
-26%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.7M
|
+$465K
|
+19,342
|
+3%
|
|
|
15
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$16.6M
|
+$1.33M
|
+55,113
|
+8%
|
|
|
16
|
Burton Enright Welch
Walnut Creek,
California
|
$16.5M
|
+$556K
|
+23,138
|
+3%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.4M
|
-$1.32M
|
-54,805
|
-7%
|
|
|
18
|
United Wealth Management
Charlottesville,
Virginia
|
$14.1M
|
+$1.7M
|
+70,685
|
+13%
|
|
|
19
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$12.6M
|
+$218K
|
+9,064
|
+2%
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12.2M
|
+$603K
|
+25,091
|
+5%
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.1M
|
-$2.29M
|
-95,227
|
-16%
|
|
|
22
|
Core Wealth Management
Jupiter,
Florida
|
$11.5M
|
+$179K
|
+7,454
|
+2%
|
|
|
23
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$11.3M
|
+$659K
|
+27,411
|
+6%
|
|
|
24
|
LRI Investments
Palm Beach Gardens,
Florida
|
$10.9M
|
+$2.63M
|
+109,578
|
+31%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$10.8M
|
+$1.32M
|
+55,096
|
+14%
|
|
