|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$72.7M
|
+$73M
|
+1,566,729
|
+76,989%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$39.8M
|
-$15.2M
|
-326,859
|
-28%
|
|
|
3
|
Burney Company
Reston,
Virginia
|
$26.9M
|
+$1.45M
|
+31,102
|
+6%
|
|
|
4
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$24.4M
|
+$4.14M
|
+88,826
|
+20%
|
|
|
5
|
Silicon Hills Wealth Management
Austin,
Texas
|
$24.1M
|
+$1.47M
|
+31,500
|
+6%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$23.9M
|
+$24M
|
+515,149
|
New
|
|
|
7
|
Mattern Wealth Management
Lawrence,
Kansas
|
$23.6M
|
+$8.03M
|
+172,459
|
+51%
|
|
|
8
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$22.8M
|
-$501K
|
-10,764
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.9M
|
-$2.75M
|
-59,062
|
-11%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$20.6M
|
+$2.58M
|
+55,454
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
-$2.96M
|
-63,621
|
-13%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.2M
|
+$3.24M
|
+69,502
|
+23%
|
|
|
13
|
|
$16.6M
|
+$9.54M
|
+204,834
|
+134%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15.9M
|
+$4.6M
|
+98,830
|
+41%
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
$15.7M
|
+$3.36M
|
+72,232
|
+27%
|
|
|
16
|
SJS Investment Consulting
Sylvania,
Ohio
|
$15.4M
|
+$551K
|
+11,824
|
+4%
|
|
|
17
|
RCS Financial Planning
Annapolis,
Maryland
|
$15.3M
|
+$1.11M
|
+23,909
|
+8%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$14.5M
|
+$2.89M
|
+62,025
|
+25%
|
|
|
19
|
Rather & Kittrell
Knoxville,
Tennessee
|
$14M
|
+$1.79M
|
+38,455
|
+15%
|
|
|
20
|
Park Avenue Securities
New York
|
$12.4M
|
-$4.24M
|
-90,947
|
-25%
|
|
|
21
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$11.7M
|
+$1.68M
|
+36,110
|
+17%
|
|
|
22
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$11.1M
|
+$478K
|
+10,255
|
+4%
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.28M
|
-$6.57M
|
-141,019
|
-41%
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
$9.13M
|
+$712K
|
+15,284
|
+8%
|
|
|
25
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$8.93M
|
+$841K
|
+18,060
|
+10%
|
|
