|
1
|
Corient Private Wealth
Miami,
Florida
|
$114M
|
+$9.14M
|
+314,161
|
+9%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$98.6M
|
+$3.9M
|
+134,166
|
+4%
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$95.1M
|
+$95.3M
|
+3,277,472
|
+30,372%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$77M
|
+$11.1M
|
+380,053
|
+17%
|
|
|
5
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$67.9M
|
+$1.8M
|
+61,855
|
+3%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$55.3M
|
+$3.36M
|
+115,474
|
+6%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$53.5M
|
-$561K
|
-19,288
|
-1%
|
|
|
8
|
Cable Hill Partners
Portland,
Oregon
|
$42.5M
|
+$2.7M
|
+92,992
|
+7%
|
|
|
9
|
Summit Financial Strategies
Columbus,
Ohio
|
$38.1M
|
+$14.5M
|
+496,863
|
+61%
|
|
|
10
|
WPWealth
Fort Worth,
Texas
|
$37.1M
|
+$4.08M
|
+140,421
|
+12%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$30.7M
|
-$2.66M
|
-91,516
|
-8%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$30.1M
|
+$14.5M
|
+500,069
|
+93%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$29.5M
|
+$1.13M
|
+38,746
|
+4%
|
|
|
14
|
EnRich Financial Partners
Madison,
Wisconsin
|
$27.8M
|
+$182K
|
+6,263
|
+0.7%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$26.6M
|
+$19.6M
|
+672,374
|
+273%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$26M
|
+$723K
|
+24,855
|
+3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$25.9M
|
+$1.41M
|
+48,545
|
+6%
|
|
|
18
|
Mather Group
Chicago,
Illinois
|
$25.4M
|
+$1.62M
|
+55,567
|
+7%
|
|
|
19
|
Destiny Wealth Partners
Tavares,
Florida
|
$24.5M
|
+$24.6M
|
+847,063
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.1M
|
+$2.33M
|
+80,273
|
+11%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$23M
|
+$14.9M
|
+512,093
|
+180%
|
|
|
22
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$22.7M
|
+$2.88M
|
+98,975
|
+15%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$22M
|
+$3.15M
|
+108,159
|
+17%
|
|
|
24
|
Index Fund Advisors
Irvine,
California
|
$22M
|
+$2.13M
|
+73,067
|
+11%
|
|
|
25
|
|
$22M
|
+$5.26M
|
+180,833
|
+31%
|
|
