|
1
|
HighTower Advisors
Chicago,
Illinois
|
$66.9M
|
+$12.5M
|
+544,807
|
+20%
|
|
|
2
|
|
$43.9M
|
+$14.7M
|
+642,671
|
+43%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$28.3M
|
+$27.6M
|
+1,203,728
|
+661%
|
|
|
4
|
Asset Dedication LLC
San Francisco,
California
|
$26.6M
|
+$4.62M
|
+201,448
|
+18%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$25.1M
|
+$28.2M
|
+1,228,201
|
New
|
|
|
6
|
Carlson Capital Management
Northfield,
Minnesota
|
$17.2M
|
+$7.62M
|
+332,211
|
+65%
|
|
|
7
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$17.2M
|
-$1.86M
|
-80,940
|
-9%
|
|
|
8
|
AWM Capital
Phoenix,
Arizona
|
$15.6M
|
+$16.1M
|
+699,788
|
New
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.5M
|
+$17.5M
|
+760,518
|
New
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.8M
|
+$6.66M
|
+290,223
|
+122%
|
|
|
11
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$9.44M
|
+$4.38M
|
+190,952
|
+70%
|
|
|
12
|
BetterWealth
San Jose,
California
|
$9.44M
|
+$760K
|
+33,123
|
+8%
|
|
|
13
|
Liberty Wealth Management
Oakland,
California
|
$8.6M
|
+$9.65M
|
+420,530
|
New
|
|
|
14
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$8.43M
|
+$592K
|
+25,803
|
+7%
|
|
|
15
|
|
$8.08M
|
+$5.92M
|
+258,187
|
+189%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.55M
|
+$8.47M
|
+369,347
|
New
|
|
|
17
|
Evensky & Katz
Coral Gables,
Florida
|
$6.79M
|
+$5.52M
|
+240,586
|
+263%
|
|
|
18
|
Burton Enright Welch
Walnut Creek,
California
|
$6.62M
|
-$2.43M
|
-105,823
|
-25%
|
|
|
19
|
Advisory Services & Investments
Bend,
Oregon
|
$6.55M
|
+$1.55M
|
+67,405
|
+27%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.75M
|
+$6.46M
|
+281,344
|
New
|
|
|
21
|
Cardiff Park Advisors
Carlsbad,
California
|
$5.42M
|
+$2.94M
|
+128,025
|
+93%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.87M
|
+$5.46M
|
+238,075
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.59M
|
+$4.8M
|
+209,249
|
+1,380%
|
|
|
24
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4.55M
|
+$5.1M
|
+222,430
|
New
|
|
|
25
|
Waypoint Wealth Partners
Mill Valley,
California
|
$3.91M
|
-$1.57M
|
-68,550
|
-26%
|
|
