|
1
|
Pathstone Family Office
Englewood,
New Jersey
|
$76.3M
|
-$7.63M
|
-310,658
|
-9%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$55M
|
+$32.3M
|
+1,315,392
|
+155%
|
|
|
3
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$52.2M
|
+$2.65M
|
+108,110
|
+6%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$24.5M
|
+$5.06M
|
+205,967
|
+27%
|
|
|
5
|
Regal Wealth Group
Seal Beach,
California
|
$20.4M
|
+$15M
|
+611,581
|
+304%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$19.5M
|
–
|
–
|
–
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$16.4M
|
+$6.79M
|
+276,544
|
+75%
|
|
|
8
|
Team Hewins
Redwood City,
California
|
$15.8M
|
+$15.3M
|
+623,391
|
New
|
|
|
9
|
WPWealth
Fort Worth,
Texas
|
$12.7M
|
+$2.47M
|
+100,526
|
+25%
|
|
|
10
|
FinDec Wealth Services
Stockton,
California
|
$12.1M
|
+$719K
|
+29,295
|
+7%
|
|
|
11
|
Acropolis Investment Management
St. Louis,
Missouri
|
$12M
|
+$2.94M
|
+119,920
|
+34%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.3M
|
+$2.92M
|
+118,856
|
+37%
|
|
|
13
|
Liberty Wealth Management
Oakland,
California
|
$10.1M
|
-$1.58M
|
-64,164
|
-14%
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$9.88M
|
-$192K
|
-7,811
|
-2%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.96M
|
+$1.94M
|
+79,079
|
+29%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.84M
|
+$3.43M
|
+139,890
|
+67%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$8.15M
|
+$7.44M
|
+302,894
|
+1,698%
|
|
|
18
|
Cable Hill Partners
Portland,
Oregon
|
$7.96M
|
+$3.46M
|
+141,145
|
+82%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.5M
|
+$6.06M
|
+246,842
|
+2,686%
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.43M
|
+$3.3M
|
+134,498
|
+113%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$6.27M
|
+$2.67M
|
+108,843
|
+79%
|
|
|
22
|
VeraBank
Henderson,
Texas
|
$6.07M
|
+$4.66M
|
+189,858
|
+388%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.23M
|
+$1.79M
|
+73,063
|
+57%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.13M
|
+$2.5M
|
+101,976
|
+102%
|
|
|
25
|
Austin Asset Management
Austin,
Texas
|
$4.96M
|
+$1.38M
|
+56,291
|
+40%
|
|
