|
1
|
Sequoia Financial Advisors
Akron,
Ohio
|
$63.8M
|
-$1.68M
|
-34,979
|
-3%
|
|
|
2
|
First Ascent Asset Management
Denver,
Colorado
|
$42.5M
|
+$283K
|
+5,885
|
+0.7%
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
$37.8M
|
+$36.6M
|
+761,671
|
+3,531%
|
|
|
4
|
Rather & Kittrell
Knoxville,
Tennessee
|
$20.9M
|
+$1.52M
|
+31,703
|
+8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.9M
|
+$6.21M
|
+129,190
|
+46%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$18.3M
|
+$6.16M
|
+128,145
|
+51%
|
|
|
7
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$15.1M
|
+$162K
|
+3,374
|
+1%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$13.3M
|
+$1.17M
|
+24,316
|
+10%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.6M
|
+$122K
|
+2,532
|
+1%
|
|
|
10
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$11.4M
|
+$335K
|
+6,966
|
+3%
|
|
|
11
|
RAM Investment Partners
Bellevue,
Washington
|
$11M
|
+$659K
|
+13,696
|
+6%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.9M
|
+$9.62M
|
+200,015
|
+755%
|
|
|
13
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.9M
|
-$134K
|
-2,797
|
-1%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$10M
|
+$151K
|
+3,131
|
+2%
|
|
|
15
|
Collective Family Office
York,
Pennsylvania
|
$9.8M
|
+$357K
|
+7,416
|
+4%
|
|
|
16
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$8.99M
|
+$1.56M
|
+32,470
|
+21%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$8.28M
|
+$126K
|
+2,611
|
+2%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.24M
|
-$204K
|
-4,237
|
-2%
|
|
|
19
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$8.24M
|
-$887K
|
-18,445
|
-10%
|
|
|
20
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$8.21M
|
-$93.2K
|
-1,938
|
-1%
|
|
|
21
|
Maryland Capital Advisors
Chester,
Maryland
|
$7.65M
|
+$513K
|
+10,659
|
+7%
|
|
|
22
|
Advisor Partners II
Walnut Creek,
California
|
$7.42M
|
+$7.39M
|
+153,657
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$7.41M
|
+$19.9K
|
+413
|
+0.3%
|
|
|
24
|
Mattern Wealth Management
Lawrence,
Kansas
|
$6.29M
|
+$3.9M
|
+81,182
|
+165%
|
|
|
25
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$5.92M
|
-$1.54M
|
-31,964
|
-21%
|
|
