|
1
|
Retirement Solution
Redmond,
Washington
|
$112M
|
+$377K
|
+11,752
|
+0.3%
|
|
|
2
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$81.1M
|
-$53.8K
|
-1,677
|
-0.1%
|
|
|
3
|
Eaton Vance Management
Boston,
Massachusetts
|
$72.9M
|
+$65.5M
|
+2,040,815
|
+1,212%
|
|
|
4
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$61M
|
+$59.3M
|
+1,847,064
|
New
|
|
|
5
|
Parsec Financial Management
Asheville,
North Carolina
|
$56.6M
|
+$7.69M
|
+239,593
|
+16%
|
|
|
6
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$45.9M
|
+$44.6M
|
+1,390,441
|
New
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$45M
|
+$43.8M
|
+1,363,604
|
New
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$32.2M
|
+$2.35M
|
+73,148
|
+8%
|
|
|
9
|
Evoke Wealth
Los Angeles,
California
|
$19.9M
|
+$5.01M
|
+156,120
|
+35%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.1M
|
+$1.99M
|
+62,175
|
+14%
|
|
|
11
|
Mattern Wealth Management
Lawrence,
Kansas
|
$16M
|
+$6.93M
|
+215,885
|
+80%
|
|
|
12
|
Spinnaker Investment Group
Newport Beach,
California
|
$15.2M
|
+$15.5M
|
+482,801
|
New
|
|
|
13
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$12.6M
|
+$1.33M
|
+41,499
|
+12%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$12.5M
|
+$4.08M
|
+127,058
|
+50%
|
|
|
15
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$10.8M
|
+$1.38M
|
+42,880
|
+15%
|
|
|
16
|
Northland Capital Management
Virginia,
Minnesota
|
$10.7M
|
+$10.4M
|
+324,334
|
New
|
|
|
17
|
Auxano Advisors
Bellevue,
Washington
|
$10.1M
|
+$712K
|
+22,179
|
+8%
|
|
|
18
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$9.77M
|
+$18.5K
|
+577
|
+0.2%
|
|
|
19
|
FirstPurpose Wealth
Orem,
Utah
|
$9.14M
|
+$8.89M
|
+277,064
|
New
|
|
|
20
|
Hardy Reed
Tupelo,
Mississippi
|
$8.9M
|
-$2.86K
|
-89
|
-0%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.4M
|
+$625K
|
+19,472
|
+8%
|
|
|
22
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$8.4M
|
+$8.17M
|
+254,659
|
New
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$8.32M
|
+$1.03M
|
+32,155
|
+15%
|
|
|
24
|
|
$7.47M
|
+$2.69M
|
+83,935
|
+59%
|
|
|
25
|
HB Wealth Management
Atlanta,
Georgia
|
$7.23M
|
+$7.03M
|
+219,078
|
New
|
|
