|
1
|
Pathstone Family Office
Englewood,
New Jersey
|
$70.5M
|
-$4.11M
|
-160,227
|
-5%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$69.8M
|
+$16.7M
|
+650,266
|
+30%
|
|
|
3
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$54.8M
|
+$3.93M
|
+153,336
|
+7%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$35.8M
|
+$11M
|
+427,585
|
+42%
|
|
|
5
|
Cable Hill Partners
Portland,
Oregon
|
$30.4M
|
+$23.3M
|
+909,958
|
+290%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$29.4M
|
+$5.71M
|
+222,800
|
+23%
|
|
|
7
|
Regal Wealth Group
Seal Beach,
California
|
$20.5M
|
+$355K
|
+13,851
|
+2%
|
|
|
8
|
WPWealth
Fort Worth,
Texas
|
$19.8M
|
+$7.56M
|
+294,987
|
+59%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$17.7M
|
+$18.3M
|
+714,503
|
New
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$17.5M
|
+$1.51M
|
+58,735
|
+9%
|
|
|
11
|
Team Hewins
Redwood City,
California
|
$16M
|
+$596K
|
+23,241
|
+4%
|
|
|
12
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$15.5M
|
+$16M
|
+625,574
|
New
|
|
|
13
|
Arax Advisory Partners
Denver,
Colorado
|
$14.7M
|
+$15.2M
|
+591,335
|
New
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14M
|
+$14.5M
|
+563,858
|
New
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.6M
|
+$5.14M
|
+200,492
|
+58%
|
|
|
16
|
Acropolis Investment Management
St. Louis,
Missouri
|
$13M
|
+$1.25M
|
+48,669
|
+10%
|
|
|
17
|
FinDec Wealth Services
Stockton,
California
|
$11.9M
|
+$136K
|
+5,289
|
+1%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.2M
|
+$2.09M
|
+81,364
|
+23%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.6M
|
+$4.38M
|
+171,018
|
+67%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$10.2M
|
+$537K
|
+20,951
|
+5%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$10.1M
|
+$5.99M
|
+233,554
|
+134%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$10.1M
|
+$10.1M
|
+393,848
|
+2,810%
|
|
|
23
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$9.92M
|
+$9.61M
|
+375,018
|
+3,281%
|
|
|
24
|
Liberty Wealth Management
Oakland,
California
|
$9.89M
|
+$15.4K
|
+601
|
+0.2%
|
|
|
25
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$9.84M
|
+$5.59M
|
+217,958
|
+122%
|
|
