|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.18B
|
+$3.13B
|
+76,574,185
|
+6,182%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$200M
|
+$5M
|
+122,344
|
+3%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$147M
|
-$1.66M
|
-40,522
|
-1%
|
|
|
4
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$146M
|
+$4.95M
|
+121,187
|
+3%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$127M
|
+$24.8M
|
+606,435
|
+24%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$124M
|
+$3.19M
|
+78,110
|
+3%
|
|
|
7
|
Blankinship & Foster
Solana Beach,
California
|
$116M
|
+$2.97M
|
+72,581
|
+3%
|
|
|
8
|
Kooman & Associates
Altoona,
Pennsylvania
|
$109M
|
+$2.51M
|
+61,400
|
+2%
|
|
|
9
|
Spinnaker Investment Group
Newport Beach,
California
|
$82.5M
|
+$1.42M
|
+34,736
|
+2%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$81.6M
|
+$7.26M
|
+177,672
|
+10%
|
|
|
11
|
Elser Financial Planning
Indianapolis,
Indiana
|
$80.3M
|
+$80.9B
|
+1,981,392,522
|
New
|
|
|
12
|
Arista Wealth Management
Las Vegas,
Nevada
|
$77.9M
|
+$813K
|
+19,903
|
+1%
|
|
|
13
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$74.8M
|
+$699K
|
+17,108
|
+0.9%
|
|
|
14
|
Evoke Wealth
Los Angeles,
California
|
$70.4M
|
+$4.49M
|
+109,992
|
+7%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$67.2M
|
-$522K
|
-12,778
|
-0.8%
|
|
|
16
|
HB Wealth Management
Atlanta,
Georgia
|
$60.2M
|
+$3.32M
|
+81,240
|
+6%
|
|
|
17
|
Krilogy Financial
St. Louis,
Missouri
|
$59M
|
+$2.48M
|
+60,602
|
+4%
|
|
|
18
|
RVW Wealth
Los Angeles,
California
|
$58.7M
|
+$6.61M
|
+161,905
|
+13%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.4M
|
+$6.56M
|
+160,692
|
+13%
|
|
|
20
|
BCM Advisors
Lafayette,
Louisiana
|
$55.6M
|
-$10.4M
|
-254,089
|
-16%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$53.3M
|
-$1.35M
|
-33,163
|
-2%
|
|
|
22
|
|
$50.3M
|
+$2.78M
|
+68,109
|
+6%
|
|
|
23
|
WPWealth
Fort Worth,
Texas
|
$49.6M
|
+$2.37M
|
+57,993
|
+5%
|
|
|
24
|
Diversify Wealth Management
Sandy,
Utah
|
$48.4M
|
-$1.89M
|
-46,233
|
-4%
|
|
|
25
|
Hill Island Financial
Grand Rapids,
Michigan
|
$47.3M
|
+$47.7M
|
+1,167,405
|
New
|
|
