|
1
|
Apella Capital
West Hartford,
Connecticut
|
$120M
|
+$6.81M
|
+128,611
|
+6%
|
|
|
2
|
Planning Center Inc
Moline,
Illinois
|
$85.5M
|
+$2.28M
|
+42,955
|
+3%
|
|
|
3
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$51M
|
+$50.4M
|
+952,480
|
New
|
|
|
4
|
Elser Financial Planning
Indianapolis,
Indiana
|
$41.8M
|
+$3.77M
|
+71,171
|
+10%
|
|
|
5
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$39.6M
|
+$1.15M
|
+21,725
|
+3%
|
|
|
6
|
United Wealth Management
Charlottesville,
Virginia
|
$36.2M
|
+$829K
|
+15,657
|
+2%
|
|
|
7
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$35.4M
|
-$946K
|
-17,852
|
-3%
|
|
|
8
|
Private Wealth Management Group
Princeton,
New Jersey
|
$34.1M
|
+$865K
|
+16,339
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.9M
|
+$6.83M
|
+128,942
|
+28%
|
|
|
10
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$26.1M
|
+$2.04M
|
+38,599
|
+9%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$25.1M
|
+$111K
|
+2,088
|
+0.4%
|
|
|
12
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$25M
|
-$12.3M
|
-232,503
|
-33%
|
|
|
13
|
Verisail Partners
Chamblee,
Georgia
|
$24.2M
|
+$847K
|
+15,991
|
+4%
|
|
|
14
|
Mattern Wealth Management
Lawrence,
Kansas
|
$20.6M
|
+$852K
|
+16,083
|
+4%
|
|
|
15
|
Liberty Wealth Management
Oakland,
California
|
$20.3M
|
–
|
–
|
–
|
|
|
16
|
Eaton-Cambridge
Phoenix,
Arizona
|
$19.9M
|
+$2.48M
|
+46,800
|
+14%
|
|
|
17
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$19.6M
|
+$736K
|
+13,893
|
+4%
|
|
|
18
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$19.1M
|
+$2.4M
|
+45,347
|
+15%
|
|
|
19
|
Kestra Investment Management
Austin,
Texas
|
$18.1M
|
+$4.16M
|
+78,548
|
+30%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
+$1.25M
|
+23,693
|
+8%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$17M
|
+$553K
|
+10,444
|
+3%
|
|
|
22
|
Oakwell Private Wealth Management
Austin,
Texas
|
$16.6M
|
+$288K
|
+5,438
|
+2%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$15.5M
|
+$11.3M
|
+212,536
|
+278%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$15.4M
|
-$1.84M
|
-34,818
|
-11%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$15M
|
+$802K
|
+15,136
|
+6%
|
|
