|
1
|
Apella Capital
West Hartford,
Connecticut
|
$113M
|
+$10.3M
|
+195,309
|
+10%
|
|
|
2
|
Planning Center Inc
Moline,
Illinois
|
$81.4M
|
+$4.06M
|
+76,771
|
+5%
|
|
|
3
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$37.6M
|
+$3.47M
|
+65,514
|
+10%
|
|
|
4
|
Elser Financial Planning
Indianapolis,
Indiana
|
$37.2M
|
+$3.85M
|
+72,648
|
+11%
|
|
|
5
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$36.7M
|
+$2.24M
|
+42,225
|
+6%
|
|
|
6
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$35.6M
|
-$15.7M
|
-295,733
|
-30%
|
|
|
7
|
United Wealth Management
Charlottesville,
Virginia
|
$34.6M
|
+$1.56M
|
+29,529
|
+5%
|
|
|
8
|
Private Wealth Management Group
Princeton,
New Jersey
|
$32.5M
|
+$1.84M
|
+34,807
|
+6%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$29.1M
|
-$7.43M
|
-140,323
|
-20%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$24.5M
|
+$739K
|
+13,965
|
+3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.4M
|
+$7.16M
|
+135,244
|
+41%
|
|
|
12
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$23.5M
|
+$3.06M
|
+57,822
|
+15%
|
|
|
13
|
Verisail Partners
Chamblee,
Georgia
|
$22.8M
|
+$951K
|
+17,971
|
+4%
|
|
|
14
|
Liberty Wealth Management
Oakland,
California
|
$20.3M
|
+$1.08M
|
+20,307
|
+6%
|
|
|
15
|
Mattern Wealth Management
Lawrence,
Kansas
|
$19.3M
|
+$974K
|
+18,396
|
+5%
|
|
|
16
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$18.5M
|
+$1.08M
|
+20,333
|
+6%
|
|
|
17
|
Eaton-Cambridge
Phoenix,
Arizona
|
$17.1M
|
+$17.2M
|
+325,258
|
New
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$16.9M
|
+$1.19M
|
+22,477
|
+7%
|
|
|
19
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$16.3M
|
+$3.42M
|
+64,665
|
+26%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$16.3M
|
+$5.05M
|
+95,469
|
+44%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$16.1M
|
+$1.47M
|
+27,756
|
+10%
|
|
|
22
|
Oakwell Private Wealth Management
Austin,
Texas
|
$16M
|
+$638K
|
+12,045
|
+4%
|
|
|
23
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$14.2M
|
+$1.07M
|
+20,250
|
+8%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$13.8M
|
-$536K
|
-10,116
|
-4%
|
|
|
25
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$13.8M
|
+$505K
|
+9,536
|
+4%
|
|
