|
1
|
Adero Partners
Pleasanton,
California
|
$75.6M
|
+$7.75K
|
+320
|
+0%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$56.3M
|
+$1.17M
|
+48,458
|
+2%
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$49.4M
|
+$1.14M
|
+47,115
|
+3%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$41.7M
|
-$1.24M
|
-51,153
|
-3%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$32.4M
|
-$3.24M
|
-133,642
|
-10%
|
|
|
6
|
RAM Investment Partners
Bellevue,
Washington
|
$30.7M
|
+$328K
|
+13,566
|
+1%
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$27.6M
|
+$162K
|
+6,699
|
+0.6%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
$21.4M
|
-$433K
|
-17,886
|
-2%
|
|
|
9
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$19.5M
|
+$841K
|
+34,739
|
+5%
|
|
|
10
|
Root Financial Partners
Encinitas,
California
|
$19.2M
|
+$4.88M
|
+201,518
|
+37%
|
|
|
11
|
Brown Financial Advisory
Fairhope,
Alabama
|
$14.8M
|
-$397K
|
-16,412
|
-3%
|
|
|
12
|
Burton Enright Welch
Walnut Creek,
California
|
$14.2M
|
+$51.8K
|
+2,141
|
+0.4%
|
|
|
13
|
Bridgewater Advisors
New York
|
$13.6M
|
+$1.14M
|
+47,135
|
+9%
|
|
|
14
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12.6M
|
+$16.1K
|
+665
|
+0.1%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.1M
|
+$850K
|
+35,091
|
+8%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$11.1M
|
+$144K
|
+5,964
|
+1%
|
|
|
17
|
Forum Financial Management
Lombard,
Illinois
|
$10.5M
|
-$239K
|
-9,889
|
-2%
|
|
|
18
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$10.1M
|
+$1.08M
|
+44,414
|
+13%
|
|
|
19
|
Satovsky Asset Management
New York
|
$10M
|
+$130K
|
+5,379
|
+1%
|
|
|
20
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$10M
|
+$26.3K
|
+1,086
|
+0.3%
|
|
|
21
|
Core Wealth Management
Jupiter,
Florida
|
$9.97M
|
–
|
–
|
–
|
|
|
22
|
Helen Stephens Group
Fort Worth,
Texas
|
$9.76M
|
+$1.22M
|
+50,465
|
+15%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.73M
|
-$3.33M
|
-137,449
|
-27%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.71M
|
+$90.7K
|
+3,745
|
+1%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.28M
|
+$250K
|
+10,344
|
+3%
|
|
