|
1
|
Adero Partners
Pleasanton,
California
|
$65.2M
|
+$20.5M
|
+956,688
|
+48%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$47.5M
|
+$7.25M
|
+337,765
|
+19%
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$41.5M
|
+$2.9M
|
+135,246
|
+8%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$37.1M
|
-$2.86M
|
-133,242
|
-7%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$30.8M
|
+$25M
|
+1,163,244
|
+501%
|
|
|
6
|
RAM Investment Partners
Bellevue,
Washington
|
$26.2M
|
+$1.33M
|
+61,953
|
+6%
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$23.6M
|
+$21.9M
|
+1,019,342
|
+2,052%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
$18.8M
|
+$738K
|
+34,348
|
+4%
|
|
|
9
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$17.8M
|
+$4.89M
|
+227,508
|
+44%
|
|
|
10
|
Brown Financial Advisory
Fairhope,
Alabama
|
$13.1M
|
-$1.19M
|
-55,304
|
-9%
|
|
|
11
|
Burton Enright Welch
Walnut Creek,
California
|
$12.2M
|
-$29.4K
|
-1,368
|
-0.2%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
$12.1M
|
+$2.92M
|
+136,081
|
+33%
|
|
|
13
|
Bridgewater Advisors
New York
|
$11.4M
|
-$257K
|
-11,984
|
-2%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.4M
|
-$1.61M
|
-74,757
|
-13%
|
|
|
15
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$10.8M
|
+$1.38M
|
+64,295
|
+15%
|
|
|
16
|
Core Wealth Management
Jupiter,
Florida
|
$9.97M
|
+$1.05M
|
+49,068
|
+12%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.65M
|
+$866K
|
+40,341
|
+10%
|
|
|
18
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.46M
|
+$378K
|
+17,608
|
+4%
|
|
|
19
|
Forum Financial Management
Lombard,
Illinois
|
$9.29M
|
-$2.04K
|
-95
|
-0%
|
|
|
20
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$8.61M
|
+$415K
|
+19,335
|
+5%
|
|
|
21
|
Satovsky Asset Management
New York
|
$8.53M
|
+$5.27M
|
+245,188
|
+174%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.28M
|
+$458K
|
+21,345
|
+6%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.77M
|
+$3.07M
|
+142,945
|
+68%
|
|
|
24
|
Crestmont Private Wealth
Houston,
Texas
|
$7.77M
|
-$330K
|
-15,343
|
-4%
|
|
|
25
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$7.76M
|
+$1.42M
|
+66,037
|
+23%
|
|
