|
1
|
Forum Financial Management
Lombard,
Illinois
|
$278M
|
+$44.2M
|
+1,827,421
|
+17%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$39.5M
|
+$3.6M
|
+148,967
|
+9%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$37.4M
|
+$18.1M
|
+749,491
|
+82%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$27.9M
|
+$12.6M
|
+519,643
|
+72%
|
|
|
5
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$25.1M
|
+$520K
|
+21,508
|
+2%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$19.3M
|
+$9.38M
|
+387,622
|
+82%
|
|
|
7
|
Arax Advisory Partners
Denver,
Colorado
|
$12.4M
|
+$12.3M
|
+510,046
|
+1,129%
|
|
|
8
|
Brighton Jones LLC
Seattle,
Washington
|
$12.3M
|
+$4.09M
|
+168,867
|
+44%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$12.7M
|
+526,011
|
New
|
|
|
10
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$10.9M
|
+$691K
|
+28,546
|
+6%
|
|
|
11
|
Integris Wealth Management
Monterey,
California
|
$10.2M
|
+$11M
|
+453,933
|
New
|
|
|
12
|
RS Crum Inc
Newport Beach,
California
|
$10.1M
|
+$1.04M
|
+42,913
|
+11%
|
|
|
13
|
Planning Center Inc
Moline,
Illinois
|
$9.94M
|
+$743K
|
+30,710
|
+7%
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.41M
|
+$9.71M
|
+401,493
|
+2,164%
|
|
|
15
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$7.26M
|
+$7.98M
|
+329,712
|
New
|
|
|
16
|
WPWealth
Fort Worth,
Texas
|
$6.81M
|
+$3.11M
|
+128,339
|
+73%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.61M
|
+$1.25M
|
+51,496
|
+21%
|
|
|
18
|
New Capital Management
Houston,
Texas
|
$6.18M
|
+$6.67M
|
+275,575
|
New
|
|
|
19
|
Creative Capital Management Investments
San Diego,
California
|
$5.81M
|
+$1.46M
|
+60,134
|
+30%
|
|
|
20
|
Index Fund Advisors
Irvine,
California
|
$4.95M
|
+$3.47M
|
+143,388
|
+185%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.83M
|
+$4.95M
|
+204,750
|
+1,920%
|
|
|
22
|
Advisory Services & Investments
Bend,
Oregon
|
$4.81M
|
+$2.7M
|
+111,452
|
+108%
|
|
|
23
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.69M
|
+$41.2K
|
+1,702
|
+0.8%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$4.59M
|
+$293K
|
+12,115
|
+6%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.44M
|
+$4.79M
|
+198,075
|
New
|
|
