|
1
|
Forum Financial Management
Lombard,
Illinois
|
$258M
|
+$148M
|
+6,080,665
|
+135%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$39.3M
|
+$9.98M
|
+409,862
|
+34%
|
|
|
3
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$26.8M
|
+$25.8M
|
+1,058,326
|
+2,497%
|
|
|
4
|
JMG Financial Group
Downers Grove,
Illinois
|
$22.4M
|
+$10.8M
|
+442,065
|
+93%
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$17.7M
|
+$14.7M
|
+604,432
|
+505%
|
|
|
6
|
|
$11.9M
|
+$5.23M
|
+214,830
|
+78%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$11.6M
|
+$8.7M
|
+357,197
|
+305%
|
|
|
8
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$11.2M
|
+$1.14M
|
+46,900
|
+11%
|
|
|
9
|
Planning Center Inc
Moline,
Illinois
|
$10.1M
|
+$10.1M
|
+412,777
|
New
|
|
|
10
|
RS Crum Inc
Newport Beach,
California
|
$9.94M
|
+$1.66M
|
+68,235
|
+20%
|
|
|
11
|
Brighton Jones LLC
Seattle,
Washington
|
$9.31M
|
+$7.1M
|
+291,516
|
+323%
|
|
|
12
|
Cable Hill Partners
Portland,
Oregon
|
$7.39M
|
+$1.53M
|
+62,833
|
+26%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.94M
|
+$1.38M
|
+56,610
|
+30%
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$5.06M
|
-$399K
|
-16,379
|
-7%
|
|
|
15
|
Creative Capital Management Investments
San Diego,
California
|
$4.86M
|
+$812K
|
+33,325
|
+20%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$4.71M
|
-$77.6K
|
-3,187
|
-2%
|
|
|
17
|
WPWealth
Fort Worth,
Texas
|
$4.28M
|
+$1.77M
|
+72,852
|
+71%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.06M
|
+$500K
|
+20,534
|
+14%
|
|
|
19
|
Waypoint Wealth Partners
Mill Valley,
California
|
$4M
|
+$66.9K
|
+2,746
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.7M
|
+$243K
|
+9,993
|
+7%
|
|
|
21
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.02M
|
+$2.31M
|
+94,668
|
+324%
|
|
|
22
|
Krilogy Financial
St. Louis,
Missouri
|
$2.63M
|
+$803K
|
+32,954
|
+44%
|
|
|
23
|
Advisory Services & Investments
Bend,
Oregon
|
$2.52M
|
+$736K
|
+30,223
|
+41%
|
|
|
24
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$2.31M
|
+$1.35M
|
+55,471
|
+141%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.3M
|
+$223K
|
+9,152
|
+11%
|
|
