|
1
|
Adero Partners
Pleasanton,
California
|
$70.3M
|
+$1.77M
|
+71,643
|
+2%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$54.4M
|
+$3.52M
|
+142,187
|
+6%
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$45.4M
|
+$603K
|
+24,341
|
+1%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$39.1M
|
+$1.35M
|
+54,549
|
+3%
|
|
|
5
|
RAM Investment Partners
Bellevue,
Washington
|
$28M
|
+$163K
|
+6,566
|
+0.5%
|
|
|
6
|
Prudential Financial
Newark,
New Jersey
|
$25.8M
|
+$27.4M
|
+1,106,700
|
New
|
|
|
7
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$24.8M
|
-$226K
|
-9,135
|
-0.8%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$23.6M
|
-$6.18M
|
-249,780
|
-20%
|
|
|
9
|
Root Financial Partners
Encinitas,
California
|
$22.6M
|
+$5.48M
|
+221,230
|
+30%
|
|
|
10
|
Rather & Kittrell
Knoxville,
Tennessee
|
$19.8M
|
+$365K
|
+14,732
|
+2%
|
|
|
11
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$18.6M
|
+$986K
|
+39,808
|
+5%
|
|
|
12
|
Essential Planning
Portsmouth,
New Hampshire
|
$16.8M
|
+$16.5M
|
+666,799
|
+6,023%
|
|
|
13
|
Burton Enright Welch
Walnut Creek,
California
|
$13.1M
|
+$306K
|
+12,371
|
+2%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13M
|
+$2.16M
|
+87,431
|
+19%
|
|
|
15
|
Brown Financial Advisory
Fairhope,
Alabama
|
$12.6M
|
-$802K
|
-32,384
|
-6%
|
|
|
16
|
Bridgewater Advisors
New York
|
$11.8M
|
-$649K
|
-26,230
|
-5%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.2M
|
-$220K
|
-8,869
|
-2%
|
|
|
18
|
Core Wealth Management
Jupiter,
Florida
|
$10.6M
|
+$77.3K
|
+3,121
|
+0.7%
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.3M
|
+$246K
|
+9,953
|
+2%
|
|
|
20
|
United Wealth Management
Charlottesville,
Virginia
|
$10.3M
|
+$10.9M
|
+441,195
|
New
|
|
|
21
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$9.94M
|
+$783K
|
+31,616
|
+8%
|
|
|
22
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$9.72M
|
+$668K
|
+26,997
|
+7%
|
|
|
23
|
Forum Financial Management
Lombard,
Illinois
|
$9.39M
|
-$166K
|
-6,708
|
-2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.21M
|
+$426K
|
+17,226
|
+5%
|
|
|
25
|
Satovsky Asset Management
New York
|
$9.03M
|
-$81.5K
|
-3,290
|
-0.8%
|
|
