|
1
|
Retirement Solution
Redmond,
Washington
|
$106M
|
-$226K
|
-7,278
|
-0.2%
|
|
|
2
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$79.5M
|
+$1.95M
|
+62,837
|
+3%
|
|
|
3
|
Eaton Vance Management
Boston,
Massachusetts
|
$72.5M
|
+$2.82M
|
+90,918
|
+4%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$67.9M
|
+$13.6M
|
+437,827
|
+26%
|
|
|
5
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$61.2M
|
+$2.96M
|
+95,281
|
+5%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$55.1M
|
+$53.7M
|
+1,728,651
|
+9,563%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$49.6M
|
+$6.47M
|
+208,431
|
+15%
|
|
|
8
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$47.8M
|
+$3.87M
|
+124,478
|
+9%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$32.3M
|
+$1.5M
|
+48,286
|
+5%
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$24.4M
|
+$5.23M
|
+168,334
|
+28%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.7M
|
+$6.25M
|
+201,140
|
+39%
|
|
|
12
|
Spinnaker Investment Group
Newport Beach,
California
|
$20.4M
|
+$4.68M
|
+150,588
|
+31%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$18.8M
|
+$14.7M
|
+472,873
|
+381%
|
|
|
14
|
Northland Capital Management
Virginia,
Minnesota
|
$18.5M
|
+$8.12M
|
+261,495
|
+81%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$17.3M
|
+$5.21M
|
+167,781
|
+44%
|
|
|
16
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$16.9M
|
+$4.74M
|
+152,552
|
+40%
|
|
|
17
|
Mattern Wealth Management
Lawrence,
Kansas
|
$16.3M
|
+$1.03M
|
+33,261
|
+7%
|
|
|
18
|
FirstPurpose Wealth
Orem,
Utah
|
$12.9M
|
+$4.12M
|
+132,530
|
+48%
|
|
|
19
|
West Financial Advisors
Des Moines,
Iowa
|
$12.6M
|
+$11.2M
|
+361,409
|
+928%
|
|
|
20
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$11.1M
|
+$721K
|
+23,199
|
+7%
|
|
|
21
|
|
$10.5M
|
+$6.69M
|
+215,309
|
+185%
|
|
|
22
|
HB Wealth Management
Atlanta,
Georgia
|
$9.47M
|
+$2.53M
|
+81,381
|
+37%
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
$9.43M
|
+$9.3M
|
+299,261
|
New
|
|
|
24
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$9.39M
|
+$55.6K
|
+1,791
|
+0.6%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.27M
|
+$8.7M
|
+280,122
|
+2,018%
|
|
