|
1
|
Pathstone Family Office
Englewood,
New Jersey
|
$81.4M
|
-$4.8M
|
-191,191
|
-5%
|
|
|
2
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$47.9M
|
+$49M
|
+1,948,834
|
New
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$32.8M
|
+$22.8M
|
+907,688
|
+829%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$20.9M
|
+$15.5M
|
+618,705
|
+268%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$18.6M
|
+$19M
|
+756,776
|
New
|
|
|
6
|
Liberty Wealth Management
Oakland,
California
|
$11.3M
|
+$11.6M
|
+462,098
|
New
|
|
|
7
|
FinDec Wealth Services
Stockton,
California
|
$11M
|
+$378K
|
+15,042
|
+3%
|
|
|
8
|
WPWealth
Fort Worth,
Texas
|
$9.85M
|
+$7.75M
|
+308,428
|
+333%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$9.75M
|
+$717K
|
+28,525
|
+8%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$9.07M
|
+$3.52M
|
+140,219
|
+61%
|
|
|
11
|
Acropolis Investment Management
St. Louis,
Missouri
|
$8.7M
|
+$8.9M
|
+354,179
|
New
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.97M
|
+$5.96M
|
+237,209
|
+272%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.71M
|
+$3.38M
|
+134,509
|
+97%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.12M
|
+$4.57M
|
+181,785
|
+686%
|
|
|
15
|
Regal Wealth Group
Seal Beach,
California
|
$5.02M
|
+$5.05M
|
+200,947
|
New
|
|
|
16
|
Cable Hill Partners
Portland,
Oregon
|
$4.24M
|
+$2.54M
|
+100,918
|
+141%
|
|
|
17
|
Austin Asset Management
Austin,
Texas
|
$3.42M
|
+$3.5M
|
+139,122
|
New
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$3.39M
|
+$3.07M
|
+122,112
|
+773%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.2M
|
+$1.18M
|
+47,023
|
+57%
|
|
|
20
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.15M
|
+$907K
|
+36,082
|
+40%
|
|
|
21
|
|
$2.94M
|
-$8.04M
|
-320,029
|
-73%
|
|
|
22
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2.92M
|
+$2.99M
|
+118,817
|
New
|
|
|
23
|
Index Fund Advisors
Irvine,
California
|
$2.67M
|
+$2.73M
|
+108,797
|
New
|
|
|
24
|
Corrigan Financial
Middletown,
Rhode Island
|
$2.59M
|
+$2.65M
|
+105,342
|
New
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.45M
|
+$2.51M
|
+99,909
|
New
|
|
