|
1
|
Forum Financial Management
Lombard,
Illinois
|
$110M
|
+$19.4M
|
+769,183
|
+21%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$29.5M
|
+$16.1M
|
+638,307
|
+113%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.7M
|
+$12M
|
+475,197
|
New
|
|
|
4
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$10.1M
|
+$10.4M
|
+410,903
|
New
|
|
|
5
|
RS Crum Inc
Newport Beach,
California
|
$8.33M
|
+$7.64M
|
+302,295
|
+819%
|
|
|
6
|
|
$6.73M
|
+$2.18M
|
+86,189
|
+46%
|
|
|
7
|
Cable Hill Partners
Portland,
Oregon
|
$5.9M
|
+$3.39M
|
+134,298
|
+127%
|
|
|
8
|
Pathstone Family Office
Englewood,
New Jersey
|
$5.5M
|
+$226K
|
+8,946
|
+4%
|
|
|
9
|
LAM Group
Lake Oswego,
Oregon
|
$4.83M
|
+$343K
|
+13,565
|
+7%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$4.81M
|
+$392K
|
+15,532
|
+9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.59M
|
+$1.78M
|
+70,256
|
+60%
|
|
|
12
|
Creative Capital Management Investments
San Diego,
California
|
$4.07M
|
+$4.19M
|
+165,749
|
New
|
|
|
13
|
Waypoint Wealth Partners
Mill Valley,
California
|
$3.96M
|
+$4.08M
|
+161,392
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
+$587K
|
+23,242
|
+19%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.48M
|
+$474K
|
+18,752
|
+15%
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$2.94M
|
+$3.03M
|
+119,807
|
New
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$2.88M
|
+$2.96M
|
+117,278
|
New
|
|
|
18
|
New Capital Management
Houston,
Texas
|
$2.54M
|
+$1.56M
|
+61,917
|
+149%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$2.52M
|
+$2.59M
|
+102,608
|
New
|
|
|
20
|
Brighton Jones LLC
Seattle,
Washington
|
$2.22M
|
+$1.7M
|
+67,267
|
+292%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.09M
|
+$2.15M
|
+85,149
|
New
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.94M
|
-$45.9K
|
-1,816
|
-2%
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$1.84M
|
+$1.41M
|
+55,964
|
+294%
|
|
|
24
|
Advisory Services & Investments
Bend,
Oregon
|
$1.79M
|
+$514K
|
+20,337
|
+39%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.63M
|
+$1.68M
|
+66,309
|
New
|
|
