|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$26.3M
|
+$8.3M
|
+349,545
|
+38%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$11.4M
|
+$991K
|
+41,770
|
+8%
|
|
|
3
|
Burton Enright Welch
Walnut Creek,
California
|
$11.2M
|
+$3.13M
|
+131,755
|
+32%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$6.39M
|
+$6.04M
|
+254,682
|
+454%
|
|
|
5
|
Advisory Services & Investments
Bend,
Oregon
|
$5.91M
|
+$1.35M
|
+56,772
|
+25%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$4.58M
|
+$4.32M
|
+182,135
|
+384%
|
|
|
7
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$4.37M
|
+$345K
|
+14,548
|
+7%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$3.9M
|
+$2.64M
|
+111,142
|
+142%
|
|
|
9
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.72M
|
+$2.22M
|
+93,413
|
+107%
|
|
|
10
|
Spinnaker Investment Group
Newport Beach,
California
|
$3.55M
|
+$330K
|
+13,920
|
+9%
|
|
|
11
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$2.49M
|
+$371K
|
+15,641
|
+15%
|
|
|
12
|
Gradient Capital Advisors
San Diego,
California
|
$2.46M
|
+$969K
|
+40,841
|
+52%
|
|
|
13
|
Satovsky Asset Management
New York
|
$2.25M
|
+$2.25M
|
+94,789
|
+637%
|
|
|
14
|
Dimensional Fund Advisors
Austin,
Texas
|
$2.06M
|
–
|
–
|
–
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.84M
|
+$1.34M
|
+56,266
|
+169%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.82M
|
+$1.31M
|
+55,161
|
+166%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.76M
|
+$790K
|
+33,272
|
+64%
|
|
|
18
|
|
$1.71M
|
+$73.6K
|
+3,100
|
+4%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$1.4M
|
+$1.59M
|
+66,951
|
New
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.36M
|
+$1.03M
|
+43,320
|
+192%
|
|
|
21
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1.24M
|
+$851K
|
+35,867
|
+147%
|
|
|
22
|
Hutchinson Capital Management
San Rafael,
California
|
$1.1M
|
+$564K
|
+23,786
|
+80%
|
|
|
23
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.09M
|
+$1.26M
|
+53,136
|
New
|
|
|
24
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.02M
|
+$1.18M
|
+49,860
|
New
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$887K
|
+$1.02M
|
+43,149
|
New
|
|
