|
1
|
Pathstone Holdings
Englewood,
New Jersey
|
$87.4M
|
+$81.3M
|
+3,229,783
|
New
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$87.1M
|
+$10.1M
|
+402,805
|
+14%
|
|
|
3
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$56.4M
|
-$3.19M
|
-126,655
|
-6%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$52.5M
|
+$12.5M
|
+495,453
|
+34%
|
|
|
5
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$50.9M
|
+$47.4M
|
+1,881,952
|
New
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$38.6M
|
+$6.11M
|
+242,940
|
+20%
|
|
|
7
|
Cable Hill Partners
Portland,
Oregon
|
$37.1M
|
+$3.87M
|
+153,628
|
+13%
|
|
|
8
|
WPWealth
Fort Worth,
Texas
|
$27.1M
|
+$5.14M
|
+204,462
|
+26%
|
|
|
9
|
EnRich Financial Partners
Madison,
Wisconsin
|
$24.8M
|
+$23M
|
+915,312
|
New
|
|
|
10
|
Regal Wealth Group
Seal Beach,
California
|
$22.1M
|
-$85.8K
|
-3,411
|
-0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$21.7M
|
+$2.18M
|
+86,485
|
+12%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
$21.4M
|
+$2.2M
|
+87,386
|
+12%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.1M
|
+$19.7M
|
+781,663
|
New
|
|
|
14
|
Team Hewins
Redwood City,
California
|
$19M
|
+$1.43M
|
+56,786
|
+9%
|
|
|
15
|
Summit Financial Strategies
Columbus,
Ohio
|
$17.6M
|
+$16.4M
|
+650,374
|
New
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.1M
|
+$2.13M
|
+84,533
|
+15%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.9M
|
+$1.5M
|
+59,613
|
+11%
|
|
|
18
|
Arax Advisory Partners
Denver,
Colorado
|
$16.8M
|
+$739K
|
+29,375
|
+5%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.5M
|
+$4.39M
|
+174,404
|
+40%
|
|
|
20
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$16.5M
|
-$404K
|
-16,053
|
-3%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$16.4M
|
+$4.97M
|
+197,584
|
+48%
|
|
|
22
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$15.9M
|
+$14.8M
|
+587,734
|
New
|
|
|
23
|
Acropolis Investment Management
St. Louis,
Missouri
|
$14.8M
|
+$618K
|
+24,576
|
+5%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.4M
|
+$2.67M
|
+106,130
|
+25%
|
|
|
25
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$13.6M
|
+$12.6M
|
+502,267
|
New
|
|
