|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$31.7M
|
+$4.66M
|
+219,694
|
+17%
|
|
|
2
|
Pathstone Family Office
Englewood,
New Jersey
|
$24.7M
|
+$24.8M
|
+1,168,214
|
New
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$18.7M
|
+$12.2M
|
+574,919
|
+185%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$17.7M
|
+$5.96M
|
+281,448
|
+51%
|
|
|
5
|
Burton Enright Welch
Walnut Creek,
California
|
$12M
|
+$503K
|
+23,742
|
+4%
|
|
|
6
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.1M
|
+$11.1M
|
+524,629
|
New
|
|
|
7
|
Bank of New York Mellon
New York
|
$11.1M
|
+$11.1M
|
+523,644
|
New
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
$10.3M
|
+$9.03M
|
+426,283
|
+708%
|
|
|
9
|
Bridgeworth
Birmingham,
Alabama
|
$8.6M
|
+$8.62M
|
+406,838
|
New
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.11M
|
+$3.29M
|
+155,079
|
+86%
|
|
|
11
|
Satovsky Asset Management
New York
|
$6.75M
|
+$4.44M
|
+209,553
|
+191%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.46M
|
+$2.46M
|
+115,942
|
+61%
|
|
|
13
|
WPWealth
Fort Worth,
Texas
|
$6.23M
|
+$6.24M
|
+294,402
|
New
|
|
|
14
|
Core Wealth Management
Jupiter,
Florida
|
$5.99M
|
+$6M
|
+283,301
|
New
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.8M
|
+$4.76M
|
+224,478
|
+450%
|
|
|
16
|
RAM Investment Partners
Bellevue,
Washington
|
$5.48M
|
+$5.49M
|
+259,294
|
New
|
|
|
17
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$5.24M
|
+$749K
|
+35,366
|
+17%
|
|
|
18
|
Advisory Services & Investments
Bend,
Oregon
|
$5.07M
|
-$1.01M
|
-47,638
|
-17%
|
|
|
19
|
Bridgewater Advisors
New York
|
$4.96M
|
+$4.3M
|
+202,859
|
+643%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.75M
|
+$2.86M
|
+135,004
|
+151%
|
|
|
21
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.58M
|
+$2.77M
|
+130,861
|
+153%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.28M
|
+$4.29M
|
+202,474
|
New
|
|
|
23
|
Spinnaker Investment Group
Newport Beach,
California
|
$3.98M
|
+$358K
|
+16,898
|
+10%
|
|
|
24
|
Adero Partners
Pleasanton,
California
|
$3.43M
|
-$1.42M
|
-67,218
|
-29%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.36M
|
+$1.49M
|
+70,418
|
+80%
|
|
