|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$293M
|
+$32.5M
|
+676,361
|
+12%
|
|
|
2
|
Apella Capital
West Hartford,
Connecticut
|
$253M
|
+$35.4M
|
+736,646
|
+16%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$245M
|
+$192M
|
+3,980,811
|
+347%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$187M
|
-$5.34M
|
-111,094
|
-3%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$177M
|
+$6.85M
|
+142,450
|
+4%
|
|
|
6
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$149M
|
-$4.58M
|
-95,101
|
-3%
|
|
|
7
|
Root Financial Partners
Encinitas,
California
|
$143M
|
+$24.4M
|
+506,613
|
+20%
|
|
|
8
|
Planning Center Inc
Moline,
Illinois
|
$134M
|
+$5.5M
|
+114,315
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$116M
|
+$7.46M
|
+155,010
|
+7%
|
|
|
10
|
Vise Technologies
New York
|
$109M
|
–
|
–
|
–
|
|
|
11
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$97.7M
|
-$118K
|
-2,451
|
-0.1%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$94.3M
|
+$3.9M
|
+81,154
|
+4%
|
|
|
13
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$85.4M
|
+$10.8M
|
+224,127
|
+14%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$82.1M
|
-$2.53M
|
-52,536
|
-3%
|
|
|
15
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$69.6M
|
+$2.18M
|
+45,292
|
+3%
|
|
|
16
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$64M
|
+$4.8M
|
+99,809
|
+8%
|
|
|
17
|
Rather & Kittrell
Knoxville,
Tennessee
|
$63.8M
|
+$4.83M
|
+100,336
|
+8%
|
|
|
18
|
McIlrath & Eck
Arlington,
Washington
|
$62.1M
|
+$7.96M
|
+165,524
|
+15%
|
|
|
19
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$59.6M
|
+$1.2M
|
+24,971
|
+2%
|
|
|
20
|
WPWealth
Fort Worth,
Texas
|
$57.9M
|
+$1.87M
|
+38,786
|
+3%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$57M
|
-$1.43M
|
-29,659
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.6M
|
+$4.12M
|
+85,652
|
+8%
|
|
|
23
|
Ruedi Wealth Management
Champaign,
Illinois
|
$52.5M
|
+$2.62M
|
+54,458
|
+5%
|
|
|
24
|
RAM Investment Partners
Bellevue,
Washington
|
$47.8M
|
+$2.23M
|
+46,454
|
+5%
|
|
|
25
|
Curio Wealth
Annapolis,
Maryland
|
$45.9M
|
+$1.34M
|
+27,869
|
+3%
|
|
