|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$111M
|
+$5.88M
|
+125,183
|
+6%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$102M
|
+$19.2M
|
+408,457
|
+23%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$97.6M
|
+$23.5M
|
+501,191
|
+32%
|
|
|
4
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$94M
|
+$2.54M
|
+54,048
|
+3%
|
|
|
5
|
Planning Center Inc
Moline,
Illinois
|
$92.7M
|
+$90.3M
|
+1,923,470
|
+3,943%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$74.9M
|
+$727K
|
+15,489
|
+1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$64M
|
+$25.9M
|
+552,297
|
+68%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.9M
|
+$9.2M
|
+195,917
|
+19%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$55.8M
|
+$13.3M
|
+282,942
|
+31%
|
|
|
10
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$50.7M
|
+$2.94M
|
+62,618
|
+6%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$49.1M
|
+$11.1M
|
+235,742
|
+29%
|
|
|
12
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$45M
|
+$7.36M
|
+156,849
|
+20%
|
|
|
13
|
WPWealth
Fort Worth,
Texas
|
$41.6M
|
+$3.63M
|
+77,279
|
+10%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.6M
|
+$628K
|
+13,384
|
+2%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$31.9M
|
+$2.5M
|
+53,348
|
+9%
|
|
|
16
|
Rather & Kittrell
Knoxville,
Tennessee
|
$31.1M
|
+$5.25M
|
+111,935
|
+20%
|
|
|
17
|
RAM Investment Partners
Bellevue,
Washington
|
$25.8M
|
+$1.93M
|
+41,205
|
+8%
|
|
|
18
|
Altiora Financial Group
Lebanon,
Ohio
|
$25M
|
+$25M
|
+532,095
|
New
|
|
|
19
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$24.7M
|
+$6.54M
|
+139,414
|
+36%
|
|
|
20
|
Mattern Wealth Management
Lawrence,
Kansas
|
$24.2M
|
+$74.7K
|
+1,592
|
+0.3%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$21.5M
|
+$10.8M
|
+230,603
|
+102%
|
|
|
22
|
Grunden Financial Advisory
Denton,
Texas
|
$21.1M
|
+$442K
|
+9,414
|
+2%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$20.7M
|
+$1.26M
|
+26,828
|
+7%
|
|
|
24
|
Park Avenue Securities
New York
|
$20.4M
|
+$7.88M
|
+167,971
|
+63%
|
|
|
25
|
|
$19.8M
|
-$33M
|
-703,830
|
-63%
|
|
