|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$59.3M
|
+$59.6M
|
+1,245,462
|
New
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$42.4M
|
-$20.6M
|
-430,159
|
-33%
|
|
|
3
|
First Ascent Asset Management
Denver,
Colorado
|
$42.3M
|
+$365K
|
+7,641
|
+0.9%
|
|
|
4
|
Pathstone Family Office
Englewood,
New Jersey
|
$35.6M
|
-$1.73M
|
-36,097
|
-5%
|
|
|
5
|
MBL Wealth
Charlotte,
North Carolina
|
$28.2M
|
+$10.3M
|
+214,575
|
+57%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.2M
|
+$3.67M
|
+76,660
|
+19%
|
|
|
7
|
Rather & Kittrell
Knoxville,
Tennessee
|
$20.9M
|
+$291K
|
+6,083
|
+1%
|
|
|
8
|
RAM Investment Partners
Bellevue,
Washington
|
$13.1M
|
+$2.3M
|
+48,039
|
+21%
|
|
|
9
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$13M
|
-$1.8M
|
-37,685
|
-12%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$13M
|
-$118K
|
-2,474
|
-0.9%
|
|
|
11
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$11.5M
|
+$190K
|
+3,967
|
+2%
|
|
|
12
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.2M
|
-$251K
|
-5,253
|
-2%
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$11.1M
|
+$1.43M
|
+29,981
|
+15%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.8M
|
-$2.68K
|
-56
|
-0%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$10.7M
|
+$779K
|
+16,289
|
+8%
|
|
|
16
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.6M
|
-$86.9K
|
-1,816
|
-0.8%
|
|
|
17
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$9M
|
+$132K
|
+2,753
|
+1%
|
|
|
18
|
Mattern Wealth Management
Lawrence,
Kansas
|
$8.96M
|
+$2.76M
|
+57,782
|
+44%
|
|
|
19
|
Maryland Capital Advisors
Chester,
Maryland
|
$8.83M
|
+$1.29M
|
+26,950
|
+17%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$8.77M
|
+$606K
|
+12,671
|
+7%
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$8.74M
|
+$8.78M
|
+183,496
|
New
|
|
|
22
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$7.99M
|
-$103K
|
-2,163
|
-1%
|
|
|
23
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.56M
|
-$564K
|
-11,797
|
-7%
|
|
|
24
|
Advisor Partners II
Walnut Creek,
California
|
$7.34M
|
+$17.7K
|
+371
|
+0.2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$7.26M
|
-$50.4K
|
-1,053
|
-0.7%
|
|
