|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$80.5M
|
+$83M
|
+1,725,207
|
New
|
|
|
2
|
Pathstone Family Office
Englewood,
New Jersey
|
$36.2M
|
+$36.5M
|
+759,663
|
+4,757%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.1M
|
+$11.4M
|
+237,384
|
+158%
|
|
|
4
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.4M
|
+$854K
|
+17,744
|
+8%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$9.27M
|
+$7.73M
|
+160,609
|
+422%
|
|
|
6
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.86M
|
-$1.92M
|
-39,905
|
-19%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.61M
|
+$319K
|
+6,623
|
+4%
|
|
|
8
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$6.24M
|
+$1.7M
|
+35,265
|
+36%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$5.05M
|
+$1.57M
|
+32,652
|
+43%
|
|
|
10
|
Collective Family Office
York,
Pennsylvania
|
$4.72M
|
+$1.33M
|
+27,571
|
+37%
|
|
|
11
|
Advisor Partners II
Walnut Creek,
California
|
$4.24M
|
+$4.37M
|
+90,927
|
New
|
|
|
12
|
Relative Value Partners Group
|
$3.79M
|
+$3.91M
|
+81,350
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$3.44M
|
+$3.55M
|
+73,687
|
New
|
|
|
14
|
CPWM LLC
Seattle,
Washington
|
$3.08M
|
+$99.3K
|
+2,064
|
+3%
|
|
|
15
|
Chico Wealth RIA
Chico,
California
|
$2.76M
|
-$16M
|
-332,426
|
-85%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.71M
|
+$760K
|
+15,798
|
+37%
|
|
|
17
|
|
$2.7M
|
-$31.8M
|
-660,044
|
-92%
|
|
|
18
|
Mather Group
Chicago,
Illinois
|
$2.67M
|
+$857K
|
+17,803
|
+45%
|
|
|
19
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.42M
|
-$1.67M
|
-34,801
|
-40%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.34M
|
+$607K
|
+12,615
|
+34%
|
|
|
21
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.23M
|
+$19.7K
|
+409
|
+0.9%
|
|
|
22
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2.15M
|
+$1.37M
|
+28,435
|
+160%
|
|
|
23
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$2.15M
|
+$1.36M
|
+28,282
|
+159%
|
|
|
24
|
MBL Wealth
Charlotte,
North Carolina
|
$1.74M
|
+$1.79M
|
+37,275
|
New
|
|
|
25
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.73M
|
+$1.36M
|
+28,332
|
+323%
|
|
