|
1
|
Forum Financial Management
Lombard,
Illinois
|
$96.1M
|
+$63M
|
+2,891,727
|
+209%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$71.3M
|
+$69.2M
|
+3,173,384
|
New
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
$52M
|
+$23.7M
|
+1,086,076
|
+88%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$49.6M
|
-$23.3M
|
-1,067,851
|
-33%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$40.1M
|
+$31.7M
|
+1,453,514
|
+438%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$34.4M
|
+$4.96M
|
+227,669
|
+17%
|
|
|
7
|
Carlson Capital Management
Northfield,
Minnesota
|
$31.8M
|
+$12.5M
|
+574,956
|
+68%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$29.5M
|
+$12.1M
|
+554,165
|
+73%
|
|
|
9
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$20.5M
|
+$1.57M
|
+71,918
|
+9%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$20.1M
|
+$7.97M
|
+365,343
|
+69%
|
|
|
11
|
|
$19.3M
|
+$10.1M
|
+464,470
|
+118%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$16.8M
|
+$1.04M
|
+47,601
|
+7%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$14.3M
|
+$10.8M
|
+493,575
|
+341%
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
$13.9M
|
+$13.5M
|
+618,935
|
New
|
|
|
15
|
Wealthstream Advisors
New York
|
$12.4M
|
+$12.1M
|
+553,621
|
New
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$12.1M
|
+$3.71M
|
+170,237
|
+46%
|
|
|
17
|
BetterWealth
San Jose,
California
|
$11.7M
|
+$1.27M
|
+58,352
|
+13%
|
|
|
18
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$11.2M
|
+$832K
|
+38,146
|
+8%
|
|
|
19
|
Arax Advisory Partners
Denver,
Colorado
|
$10.4M
|
+$10.1M
|
+464,154
|
New
|
|
|
20
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$10.4M
|
+$1.12M
|
+51,343
|
+12%
|
|
|
21
|
Burton Enright Welch
Walnut Creek,
California
|
$10.1M
|
+$2.79M
|
+128,079
|
+40%
|
|
|
22
|
BFSG LLC
Irvine,
California
|
$9.53M
|
+$9.25M
|
+424,144
|
New
|
|
|
23
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$7.55M
|
+$7.33M
|
+336,325
|
New
|
|
|
24
|
Rather & Kittrell
Knoxville,
Tennessee
|
$7.18M
|
+$6.44M
|
+295,242
|
+1,199%
|
|
|
25
|
Steward Financial Group
Colleyville,
Texas
|
$7.17M
|
+$3.62M
|
+165,849
|
+108%
|
|
