|
1
|
Parsec Financial Management
Asheville,
North Carolina
|
$119M
|
+$12.9M
|
+455,142
|
+12%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$89M
|
+$9.35M
|
+330,830
|
+12%
|
|
|
3
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$79.9M
|
+$11.8M
|
+418,130
|
+18%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$67.2M
|
+$968K
|
+34,230
|
+1%
|
|
|
5
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$63.4M
|
+$1.32M
|
+46,846
|
+2%
|
|
|
6
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$52.2M
|
+$392K
|
+13,865
|
+0.8%
|
|
|
7
|
Kooman & Associates
Altoona,
Pennsylvania
|
$52.2M
|
+$41.7M
|
+1,476,041
|
+437%
|
|
|
8
|
Spinnaker Investment Group
Newport Beach,
California
|
$35.9M
|
+$2.67M
|
+94,327
|
+8%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$35.5M
|
-$92.3M
|
-3,266,283
|
-73%
|
|
|
10
|
Essential Planning
Portsmouth,
New Hampshire
|
$31.6M
|
+$5.17M
|
+182,743
|
+20%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$31.5M
|
–
|
–
|
–
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$31.2M
|
+$944K
|
+33,408
|
+3%
|
|
|
13
|
Evoke Wealth
Los Angeles,
California
|
$30.4M
|
-$1.97M
|
-69,716
|
-6%
|
|
|
14
|
HB Wealth Management
Atlanta,
Georgia
|
$30.2M
|
+$521K
|
+18,444
|
+2%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$24.9M
|
+$14.9M
|
+527,703
|
+156%
|
|
|
16
|
Aveo Capital Partners
Englewood,
Colorado
|
$24.2M
|
+$954K
|
+33,730
|
+4%
|
|
|
17
|
Krilogy Financial
St. Louis,
Missouri
|
$24M
|
+$6.76M
|
+239,173
|
+40%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.3M
|
+$6.28M
|
+222,093
|
+38%
|
|
|
19
|
FirstPurpose Wealth
Orem,
Utah
|
$21.9M
|
+$3.09M
|
+109,167
|
+17%
|
|
|
20
|
WPWealth
Fort Worth,
Texas
|
$19M
|
+$1.74M
|
+61,391
|
+10%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$18.7M
|
+$645K
|
+22,822
|
+4%
|
|
|
22
|
Annapolis Financial Services
Annapolis,
Maryland
|
$17.3M
|
+$2.67M
|
+94,515
|
+19%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.5M
|
+$3.25M
|
+115,023
|
+27%
|
|
|
24
|
Highland Financial Advisors
Wayne,
New Jersey
|
$15.1M
|
+$321K
|
+11,342
|
+2%
|
|
|
25
|
|
$15M
|
+$3.71M
|
+131,109
|
+34%
|
|
