|
1
|
Apella Capital
West Hartford,
Connecticut
|
$71.9M
|
+$21.7M
|
+411,664
|
+44%
|
|
|
2
|
Planning Center Inc
Moline,
Illinois
|
$67.6M
|
+$1.65M
|
+31,320
|
+3%
|
|
|
3
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$48.7M
|
+$130K
|
+2,459
|
+0.3%
|
|
|
4
|
PrairieView Partners
St. Paul,
Minnesota
|
$45.4M
|
+$1.01M
|
+19,061
|
+2%
|
|
|
5
|
United Wealth Management
Charlottesville,
Virginia
|
$30.8M
|
-$701K
|
-13,279
|
-2%
|
|
|
6
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$30.8M
|
+$1.44M
|
+27,383
|
+5%
|
|
|
7
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$25.3M
|
+$4.01M
|
+76,057
|
+19%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$21.7M
|
-$695K
|
-13,169
|
-3%
|
|
|
9
|
Verisail Partners
Chamblee,
Georgia
|
$20.5M
|
+$113K
|
+2,139
|
+0.6%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$20.2M
|
+$10.2M
|
+192,758
|
+104%
|
|
|
11
|
Mattern Wealth Management
Lawrence,
Kansas
|
$16.3M
|
+$193K
|
+3,663
|
+1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$15M
|
+$1.17M
|
+22,260
|
+9%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$13.1M
|
+$2.48M
|
+46,965
|
+24%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$12.6M
|
-$3.43M
|
-64,972
|
-22%
|
|
|
15
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$12.1M
|
+$12M
|
+227,258
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$1.88M
|
+35,656
|
+19%
|
|
|
17
|
SageOak Financial
Tulsa,
Oklahoma
|
$11.2M
|
-$52.9K
|
-1,003
|
-0.5%
|
|
|
18
|
Integrity Alliance
Urbandale,
Iowa
|
$10.4M
|
-$69.2K
|
-1,311
|
-0.7%
|
|
|
19
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$10.3M
|
+$328K
|
+6,222
|
+3%
|
|
|
20
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$9.49M
|
+$9.4M
|
+178,127
|
New
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$9.3M
|
+$1.83M
|
+34,734
|
+25%
|
|
|
22
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$8.69M
|
+$501K
|
+9,501
|
+6%
|
|
|
23
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$8.57M
|
+$390K
|
+7,383
|
+5%
|
|
|
24
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$8.54M
|
+$216K
|
+4,090
|
+3%
|
|
|
25
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$7.96M
|
-$2.18M
|
-41,332
|
-22%
|
|
