|
1
|
AE Wealth Management
Topeka,
Kansas
|
$101M
|
+$59.9M
|
+2,087,577
|
+120%
|
|
|
2
|
Retirement Solution
Redmond,
Washington
|
$90.5M
|
+$1.44M
|
+50,305
|
+1%
|
|
|
3
|
Parsec Financial Management
Asheville,
North Carolina
|
$71.5M
|
+$15.8M
|
+550,851
|
+26%
|
|
|
4
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$67.6M
|
+$1.02M
|
+35,606
|
+1%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$61.8M
|
+$22M
|
+766,566
|
+49%
|
|
|
6
|
Pathstone Family Office
Englewood,
New Jersey
|
$61.2M
|
+$66.5M
|
+2,316,624
|
New
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$55.2M
|
+$4.15M
|
+144,482
|
+7%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$48.2M
|
+$22.9M
|
+798,571
|
+78%
|
|
|
9
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$37.6M
|
-$2.62M
|
-91,338
|
-6%
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$25.8M
|
+$5.81M
|
+202,241
|
+26%
|
|
|
11
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$24.9M
|
+$23.6M
|
+821,042
|
+678%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.8M
|
+$6.3M
|
+219,571
|
+30%
|
|
|
13
|
Spinnaker Investment Group
Newport Beach,
California
|
$22.5M
|
+$6.23M
|
+217,091
|
+34%
|
|
|
14
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$19.6M
|
+$21.3M
|
+740,477
|
New
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$18.3M
|
+$14.2M
|
+495,425
|
+251%
|
|
|
16
|
Aveo Capital Partners
Englewood,
Colorado
|
$16.8M
|
+$14.1M
|
+491,031
|
+336%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.6M
|
+$17M
|
+590,784
|
New
|
|
|
18
|
AWM Capital
Phoenix,
Arizona
|
$15.3M
|
-$472K
|
-16,457
|
-3%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$14.7M
|
+$277K
|
+9,645
|
+2%
|
|
|
20
|
FirstPurpose Wealth
Orem,
Utah
|
$13.3M
|
+$2.64M
|
+91,798
|
+22%
|
|
|
21
|
Mattern Wealth Management
Lawrence,
Kansas
|
$13.2M
|
-$495K
|
-17,243
|
-3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13M
|
+$5.67M
|
+197,407
|
+67%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
+$4.3M
|
+149,878
|
+56%
|
|
|
24
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$11M
|
-$3.41M
|
-118,735
|
-22%
|
|
|
25
|
|
$10.6M
|
+$1.95M
|
+67,781
|
+20%
|
|
