|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$33.6M
|
+$1.49M
|
+67,925
|
+5%
|
|
|
2
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$30.5M
|
+$30.3M
|
+1,376,316
|
+3,196%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$24.5M
|
+$6.69M
|
+304,412
|
+36%
|
|
|
4
|
Bridgeworth
Birmingham,
Alabama
|
$22.6M
|
+$14.2M
|
+645,590
|
+159%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$18.7M
|
-$383K
|
-17,405
|
-2%
|
|
|
6
|
Rather & Kittrell
Knoxville,
Tennessee
|
$13M
|
+$2.62M
|
+119,304
|
+25%
|
|
|
7
|
Burton Enright Welch
Walnut Creek,
California
|
$11.2M
|
-$992K
|
-45,089
|
-8%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.2M
|
+$10.2M
|
+465,545
|
+4,884%
|
|
|
9
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8.2M
|
+$1M
|
+45,538
|
+14%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.85M
|
+$1.31M
|
+59,670
|
+20%
|
|
|
11
|
Satovsky Asset Management
New York
|
$7.56M
|
+$714K
|
+32,468
|
+10%
|
|
|
12
|
Litman Gregory Wealth Management
Larkspur,
California
|
$7.56M
|
+$7.73M
|
+351,695
|
New
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$7.51M
|
+$6.64M
|
+302,009
|
+636%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.32M
|
+$1.46M
|
+66,300
|
+24%
|
|
|
15
|
RAM Investment Partners
Bellevue,
Washington
|
$6.59M
|
+$1.05M
|
+47,525
|
+18%
|
|
|
16
|
Retirement Solution
Redmond,
Washington
|
$6.44M
|
+$6.59M
|
+299,608
|
New
|
|
|
17
|
Core Wealth Management
Jupiter,
Florida
|
$6.32M
|
+$240K
|
+10,914
|
+4%
|
|
|
18
|
Bridgewater Advisors
New York
|
$6.04M
|
+$1.02M
|
+46,428
|
+20%
|
|
|
19
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$5.39M
|
+$68.4K
|
+3,112
|
+1%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.21M
|
+$388K
|
+17,640
|
+8%
|
|
|
21
|
Advisory Services & Investments
Bend,
Oregon
|
$4.87M
|
-$291K
|
-13,243
|
-6%
|
|
|
22
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$4.87M
|
+$4.98M
|
+226,589
|
New
|
|
|
23
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.71M
|
+$65.8K
|
+2,992
|
+1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.6M
|
+$257K
|
+11,702
|
+6%
|
|
|
25
|
Adero Partners
Pleasanton,
California
|
$4.54M
|
+$1.08M
|
+48,885
|
+30%
|
|
