|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$35.5M
|
+$34.9M
|
+1,302,773
|
New
|
|
|
2
|
Hantz Financial Services
Southfield,
Michigan
|
$34.6M
|
-$2.52M
|
-94,121
|
-7%
|
|
|
3
|
Miracle Mile Advisors
Los Angeles,
California
|
$30.5M
|
-$23.9M
|
-889,596
|
-44%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.4M
|
+$1.28M
|
+47,915
|
+5%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$26.8M
|
+$1.09M
|
+40,794
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
+$1.3M
|
+48,587
|
+6%
|
|
|
7
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$17.4M
|
+$5.54M
|
+206,545
|
+48%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$17.1M
|
+$3.35M
|
+125,043
|
+25%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$17.1M
|
-$1.14M
|
-42,522
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$16M
|
-$4.8M
|
-179,041
|
-23%
|
|
|
11
|
Capital Planning Advisors
Roseville,
California
|
$11.2M
|
-$2.3M
|
-85,881
|
-17%
|
|
|
12
|
|
$10.5M
|
+$1.61M
|
+60,163
|
+18%
|
|
|
13
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8M
|
-$1.04M
|
-38,778
|
-12%
|
|
|
14
|
Harbor Group
Bedford,
New Hampshire
|
$7.99M
|
+$1.63M
|
+60,886
|
+26%
|
|
|
15
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$7.86M
|
-$46.9K
|
-1,749
|
-0.6%
|
|
|
16
|
Curi Wealth Management
Raleigh,
North Carolina
|
$7.09M
|
+$607K
|
+22,654
|
+10%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.02M
|
+$1.4M
|
+52,172
|
+25%
|
|
|
18
|
Corrigan Financial
Middletown,
Rhode Island
|
$6.54M
|
+$120K
|
+4,471
|
+2%
|
|
|
19
|
Trust Point Inc
La Crosse,
Wisconsin
|
$6.41M
|
+$6.31M
|
+235,364
|
New
|
|
|
20
|
Tilson Financial Group
New Providence,
New Jersey
|
$6.23M
|
+$176K
|
+6,570
|
+3%
|
|
|
21
|
Fortress Wealth Management
Culver City,
California
|
$5.59M
|
-$2.77M
|
-103,238
|
-33%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.27M
|
+$742K
|
+27,658
|
+17%
|
|
|
23
|
Auxano Advisors
Bellevue,
Washington
|
$4.96M
|
+$211K
|
+7,858
|
+5%
|
|
|
24
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$4.7M
|
+$554K
|
+20,652
|
+14%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$4.29M
|
-$564K
|
-21,020
|
-12%
|
|
