|
1
|
Adero Partners
Pleasanton,
California
|
$44.6M
|
+$40.2M
|
+1,823,470
|
+1,077%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.5M
|
+$1.94M
|
+88,194
|
+5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$40.5M
|
+$4.44M
|
+201,748
|
+13%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$39M
|
+$1.84M
|
+83,384
|
+5%
|
|
|
5
|
RAM Investment Partners
Bellevue,
Washington
|
$25.1M
|
+$701K
|
+31,817
|
+3%
|
|
|
6
|
Rather & Kittrell
Knoxville,
Tennessee
|
$18.3M
|
+$83.3K
|
+3,780
|
+0.5%
|
|
|
7
|
Brown Financial Advisory
Fairhope,
Alabama
|
$14.5M
|
-$610K
|
-27,705
|
-4%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.2M
|
+$190K
|
+8,609
|
+1%
|
|
|
9
|
Burton Enright Welch
Walnut Creek,
California
|
$12.3M
|
+$209K
|
+9,476
|
+2%
|
|
|
10
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$11.6M
|
+$3.45M
|
+156,475
|
+43%
|
|
|
11
|
Bridgewater Advisors
New York
|
$11.4M
|
-$47.3K
|
-2,149
|
-0.4%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.2M
|
+$71.5K
|
+3,244
|
+0.7%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.54M
|
+$9.12M
|
+413,848
|
+3,320%
|
|
|
14
|
Forum Financial Management
Lombard,
Illinois
|
$9.41M
|
+$109K
|
+4,948
|
+1%
|
|
|
15
|
Root Financial Partners
Encinitas,
California
|
$9.21M
|
+$1.59M
|
+72,171
|
+21%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.18M
|
-$269K
|
-12,218
|
-3%
|
|
|
17
|
Core Wealth Management
Jupiter,
Florida
|
$9M
|
+$754K
|
+34,226
|
+9%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.87M
|
+$793K
|
+35,995
|
+10%
|
|
|
19
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$8.29M
|
+$186K
|
+8,438
|
+2%
|
|
|
20
|
Crestmont Private Wealth
Houston,
Texas
|
$8.2M
|
-$524K
|
-23,764
|
-6%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.91M
|
+$488K
|
+22,140
|
+7%
|
|
|
22
|
Retirement Solution
Redmond,
Washington
|
$7.7M
|
+$32.3K
|
+1,465
|
+0.4%
|
|
|
23
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$7.49M
|
-$45.8K
|
-2,080
|
-0.6%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.64M
|
+$146K
|
+6,631
|
+2%
|
|
|
25
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$6.62M
|
+$457K
|
+20,733
|
+8%
|
|
