|
1
|
Forum Financial Management
Lombard,
Illinois
|
$521M
|
+$13.7M
|
+477,857
|
+3%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$445M
|
+$74.4M
|
+2,599,098
|
+20%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$194M
|
+$10.5M
|
+366,346
|
+6%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$115M
|
-$3.32M
|
-115,982
|
-3%
|
|
|
5
|
Brighton Jones LLC
Seattle,
Washington
|
$87.8M
|
+$6.65M
|
+232,208
|
+8%
|
|
|
6
|
TCI Wealth Advisors
Tucson,
Arizona
|
$81.3M
|
+$604K
|
+21,100
|
+0.8%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$80.5M
|
+$624K
|
+21,785
|
+0.8%
|
|
|
8
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$75.1M
|
+$2.41M
|
+84,248
|
+3%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$62.8M
|
+$11.2M
|
+391,145
|
+22%
|
|
|
10
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$53.4M
|
+$130K
|
+4,529
|
+0.2%
|
|
|
11
|
MASECO Private Wealth
London,
|
$46.6M
|
+$1.52M
|
+53,177
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$37.7M
|
+$2.34M
|
+81,583
|
+7%
|
|
|
13
|
Rather & Kittrell
Knoxville,
Tennessee
|
$34.6M
|
+$2.39M
|
+83,586
|
+8%
|
|
|
14
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$33.4M
|
+$4.17M
|
+145,642
|
+14%
|
|
|
15
|
Summit Financial Strategies
Columbus,
Ohio
|
$32.4M
|
+$1.56M
|
+54,592
|
+5%
|
|
|
16
|
Creative Capital Management Investments
San Diego,
California
|
$30.3M
|
+$4.27M
|
+148,926
|
+17%
|
|
|
17
|
Financial Plan Inc
Bellingham,
Washington
|
$29.1M
|
+$2.25M
|
+78,663
|
+8%
|
|
|
18
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$27.6M
|
+$1.81M
|
+63,369
|
+7%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$26.9M
|
-$1.01M
|
-35,376
|
-4%
|
|
|
20
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$26.4M
|
+$206K
|
+7,196
|
+0.8%
|
|
|
21
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$26M
|
-$266K
|
-9,270
|
-1%
|
|
|
22
|
Verisail Partners
Chamblee,
Georgia
|
$25.2M
|
+$232K
|
+8,099
|
+0.9%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$24M
|
+$196K
|
+6,855
|
+0.8%
|
|
|
24
|
Index Fund Advisors
Irvine,
California
|
$23.7M
|
-$1.79M
|
-62,347
|
-7%
|
|
|
25
|
RS Crum Inc
Newport Beach,
California
|
$19.5M
|
+$257K
|
+8,988
|
+1%
|
|
