|
1
|
Corient Private Wealth
Miami,
Florida
|
$109M
|
+$11.4M
|
+409,013
|
+13%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$98.3M
|
+$1.3M
|
+46,453
|
+1%
|
|
|
3
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$68.6M
|
+$5.69M
|
+203,896
|
+10%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$68.5M
|
+$9.62M
|
+344,757
|
+18%
|
|
|
5
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$56.1M
|
-$295K
|
-10,587
|
-0.6%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$53.9M
|
+$10.3M
|
+367,554
|
+26%
|
|
|
7
|
Cable Hill Partners
Portland,
Oregon
|
$37.1M
|
–
|
–
|
–
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$34.6M
|
+$10.4M
|
+373,042
|
+48%
|
|
|
9
|
WPWealth
Fort Worth,
Texas
|
$34.3M
|
+$3.99M
|
+143,108
|
+14%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$29.4M
|
+$22.4M
|
+801,375
|
+446%
|
|
|
11
|
EnRich Financial Partners
Madison,
Wisconsin
|
$28.6M
|
+$1.07M
|
+38,469
|
+4%
|
|
|
12
|
Eastern Bank
Boston,
Massachusetts
|
$26.3M
|
+$24.4M
|
+875,907
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$25.4M
|
+$1.3M
|
+46,497
|
+6%
|
|
|
14
|
Summit Financial Strategies
Columbus,
Ohio
|
$24.6M
|
+$4.73M
|
+169,663
|
+26%
|
|
|
15
|
Team Hewins
Redwood City,
California
|
$21.7M
|
+$525K
|
+18,812
|
+3%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$21.4M
|
+$446
|
+16
|
+0%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.4M
|
+$2.94M
|
+105,326
|
+17%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.7M
|
+$1.57M
|
+56,432
|
+9%
|
|
|
19
|
Index Fund Advisors
Irvine,
California
|
$20.6M
|
+$2.3M
|
+82,414
|
+14%
|
|
|
20
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$20.4M
|
+$2.63M
|
+94,115
|
+16%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.9M
|
+$1.07M
|
+38,515
|
+6%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19.6M
|
+$3.37M
|
+120,964
|
+23%
|
|
|
23
|
Arax Advisory Partners
Denver,
Colorado
|
$19.4M
|
+$709K
|
+25,402
|
+4%
|
|
|
24
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$18.1M
|
-$207K
|
-7,435
|
-1%
|
|
|
25
|
Acropolis Investment Management
St. Louis,
Missouri
|
$18M
|
+$1.46M
|
+52,386
|
+10%
|
|
