|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$64.8M
|
-$17.5M
|
-370,640
|
-21%
|
|
|
2
|
First Ascent Asset Management
Denver,
Colorado
|
$41.8M
|
+$41.3M
|
+873,762
|
New
|
|
|
3
|
Rather & Kittrell
Knoxville,
Tennessee
|
$19.2M
|
+$18.6M
|
+393,948
|
+5,161%
|
|
|
4
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$14.7M
|
+$14.6M
|
+308,283
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
-$5.01M
|
-106,049
|
-27%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$12M
|
+$9.17M
|
+194,042
|
+339%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$11.9M
|
+$10M
|
+212,405
|
+570%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.3M
|
+$11.2M
|
+237,073
|
New
|
|
|
9
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$11M
|
+$4.54M
|
+96,054
|
+72%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.9M
|
-$748K
|
-15,816
|
-6%
|
|
|
11
|
RAM Investment Partners
Bellevue,
Washington
|
$10.2M
|
+$10.1M
|
+213,276
|
New
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$9.79M
|
+$293K
|
+6,192
|
+3%
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$9.34M
|
+$4.45M
|
+94,162
|
+93%
|
|
|
14
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$9.03M
|
+$8.93M
|
+188,966
|
New
|
|
|
15
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.36M
|
+$304K
|
+6,433
|
+4%
|
|
|
16
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$8.22M
|
+$8.12M
|
+171,879
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$8.07M
|
+$266K
|
+5,618
|
+3%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$7.41M
|
+$2.2M
|
+46,570
|
+43%
|
|
|
19
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$7.38M
|
+$7.3M
|
+154,454
|
New
|
|
|
20
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$7.35M
|
+$7.26M
|
+153,683
|
New
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$7.31M
|
+$5.81M
|
+122,982
|
+410%
|
|
|
22
|
Maryland Capital Advisors
Chester,
Maryland
|
$7.06M
|
+$6.98M
|
+147,764
|
New
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$6.24M
|
+$2.69M
|
+56,868
|
+77%
|
|
|
24
|
Relative Value Partners Group
|
$5.52M
|
+$1.62M
|
+34,193
|
+42%
|
|
|
25
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$5.36M
|
+$5.3M
|
+112,052
|
New
|
|
