|
1
|
Planning Center Inc
Moline,
Illinois
|
$61.7M
|
+$1.25M
|
+23,327
|
+2%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$47.7M
|
+$6.13M
|
+114,635
|
+14%
|
|
|
3
|
PrairieView Partners
St. Paul,
Minnesota
|
$41.7M
|
+$35.6M
|
+665,844
|
+504%
|
|
|
4
|
United Wealth Management
Charlottesville,
Virginia
|
$30.2M
|
+$30.9M
|
+576,800
|
New
|
|
|
5
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$28M
|
+$746K
|
+13,944
|
+3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$21.1M
|
+$837K
|
+15,642
|
+4%
|
|
|
7
|
Verisail Partners
Chamblee,
Georgia
|
$19.4M
|
+$19.8M
|
+370,423
|
New
|
|
|
8
|
Apella Capital
West Hartford,
Connecticut
|
$17.1M
|
+$17.5M
|
+327,261
|
New
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$15.3M
|
+$15.6M
|
+290,956
|
+40,132%
|
|
|
10
|
Mattern Wealth Management
Lawrence,
Kansas
|
$14.7M
|
+$663K
|
+12,399
|
+5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$13.9M
|
-$232K
|
-4,337
|
-2%
|
|
|
12
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$11.5M
|
+$2.1M
|
+39,318
|
+22%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.71M
|
+$124K
|
+2,319
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.72M
|
+$685K
|
+12,806
|
+8%
|
|
|
15
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$8.7M
|
+$8.9M
|
+166,314
|
New
|
|
|
16
|
SageOak Financial
Tulsa,
Oklahoma
|
$8.01M
|
+$8.19M
|
+153,078
|
New
|
|
|
17
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$7.81M
|
+$3.13M
|
+58,444
|
+64%
|
|
|
18
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$7.55M
|
+$7.72M
|
+144,249
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$7.51M
|
+$1.09M
|
+20,425
|
+17%
|
|
|
20
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$7.39M
|
+$7.55M
|
+141,211
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.19M
|
+$1.09M
|
+20,425
|
+21%
|
|
|
22
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.61M
|
+$419K
|
+7,829
|
+8%
|
|
|
23
|
Park Avenue Securities
New York
|
$4.68M
|
+$53.3K
|
+996
|
+1%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.66M
|
+$1.28M
|
+23,999
|
+37%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$4.45M
|
+$2.76M
|
+51,515
|
+153%
|
|
