|
1
|
Retirement Solution
Redmond,
Washington
|
$102M
|
+$2.04M
|
+66,030
|
+2%
|
|
|
2
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$74.1M
|
+$206K
|
+6,676
|
+0.3%
|
|
|
3
|
Parsec Financial Management
Asheville,
North Carolina
|
$48.5M
|
+$19.6M
|
+636,257
|
+76%
|
|
|
4
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$43.9M
|
+$45M
|
+1,457,954
|
New
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$27.2M
|
+$1.45M
|
+47,085
|
+5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.8M
|
+$2.43M
|
+78,637
|
+21%
|
|
|
7
|
Evoke Wealth
Los Angeles,
California
|
$13.5M
|
+$3.65M
|
+118,234
|
+36%
|
|
|
8
|
Dimensional Fund Advisors
Austin,
Texas
|
$12.2M
|
–
|
–
|
–
|
|
|
9
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$10.3M
|
+$1.42M
|
+45,888
|
+16%
|
|
|
10
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$8.91M
|
+$2.05M
|
+66,506
|
+29%
|
|
|
11
|
Auxano Advisors
Bellevue,
Washington
|
$8.58M
|
+$897K
|
+29,048
|
+11%
|
|
|
12
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$8.58M
|
+$2.52M
|
+81,720
|
+40%
|
|
|
13
|
Hardy Reed
Tupelo,
Mississippi
|
$8.13M
|
-$224K
|
-7,273
|
-3%
|
|
|
14
|
Mattern Wealth Management
Lawrence,
Kansas
|
$8.11M
|
+$8.3M
|
+268,926
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$7.62M
|
+$5.27M
|
+170,867
|
+208%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.09M
|
+$1.09M
|
+35,428
|
+18%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.67M
|
+$334K
|
+10,810
|
+6%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$6.63M
|
+$1.21M
|
+39,254
|
+22%
|
|
|
19
|
WealthSource Partners
San Luis Obispo,
California
|
$6.12M
|
+$128K
|
+4,148
|
+2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$5.42M
|
+$1.08M
|
+35,133
|
+24%
|
|
|
21
|
Homrich & Berg
Atlanta,
Georgia
|
$5.36M
|
+$1.37M
|
+44,379
|
+33%
|
|
|
22
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.07M
|
+$5.2M
|
+168,332
|
New
|
|
|
23
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.95M
|
+$300K
|
+9,712
|
+6%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.9M
|
+$114K
|
+3,692
|
+2%
|
|
|
25
|
Ancora Advisors
Cleveland,
Ohio
|
$4.89M
|
+$69.3K
|
+2,244
|
+1%
|
|
