|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$80.8M
|
+$8.11M
|
+174,434
|
+11%
|
|
|
2
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$80.2M
|
+$78.8M
|
+1,695,700
|
+5,685%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$39.7M
|
-$71.2K
|
-1,532
|
-0.2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$32M
|
+$12.6M
|
+271,845
|
+65%
|
|
|
5
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$28.8M
|
+$4.41M
|
+94,917
|
+18%
|
|
|
6
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$28.6M
|
+$5.8M
|
+124,839
|
+25%
|
|
|
7
|
Burney Company
Reston,
Virginia
|
$28.1M
|
+$1.13M
|
+24,344
|
+4%
|
|
|
8
|
Mattern Wealth Management
Lawrence,
Kansas
|
$27.2M
|
+$3.61M
|
+77,662
|
+15%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.9M
|
+$4.05M
|
+87,077
|
+18%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$24.4M
|
+$479K
|
+10,302
|
+2%
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$21.1M
|
+$476K
|
+10,236
|
+2%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$20.1M
|
+$4.27M
|
+91,768
|
+27%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20.1M
|
+$2.9M
|
+62,288
|
+17%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$18.7M
|
+$4.17M
|
+89,688
|
+29%
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
$18.2M
|
+$2.5M
|
+53,879
|
+16%
|
|
|
16
|
Rather & Kittrell
Knoxville,
Tennessee
|
$17.1M
|
+$3.09M
|
+66,469
|
+22%
|
|
|
17
|
SJS Investment Consulting
Sylvania,
Ohio
|
$13.8M
|
-$1.67M
|
-35,828
|
-11%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$12.8M
|
+$1.15M
|
+24,672
|
+10%
|
|
|
19
|
Park Avenue Securities
New York
|
$12.6M
|
+$205K
|
+4,415
|
+2%
|
|
|
20
|
RCS Financial Planning
Annapolis,
Maryland
|
$12.3M
|
-$3.07M
|
-65,941
|
-20%
|
|
|
21
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$11.9M
|
+$788K
|
+16,955
|
+7%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$11.7M
|
+$6.71M
|
+144,282
|
+133%
|
|
|
23
|
|
$10.7M
|
-$5.87M
|
-126,305
|
-35%
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
$10.4M
|
+$1.29M
|
+27,686
|
+14%
|
|
|
25
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$10.1M
|
+$1.19M
|
+25,519
|
+13%
|
|
