|
1
|
Forum Financial Management
Lombard,
Illinois
|
$362M
|
+$36.1M
|
+1,541,319
|
+12%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$56.6M
|
+$9.79M
|
+417,498
|
+24%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$54.6M
|
+$10.2M
|
+433,949
|
+26%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$48.2M
|
+$14.3M
|
+611,730
|
+49%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$43.9M
|
+$29.7M
|
+1,268,261
|
+302%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$40.6M
|
+$16.4M
|
+701,498
|
+81%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$38.7M
|
+$35M
|
+1,491,330
|
New
|
|
|
8
|
Brighton Jones LLC
Seattle,
Washington
|
$32.7M
|
+$16.6M
|
+707,460
|
+128%
|
|
|
9
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$29M
|
-$115K
|
-4,909
|
-0.4%
|
|
|
10
|
Quantum Financial Advisors
El Segundo,
California
|
$22.7M
|
+$20M
|
+853,760
|
+3,901%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$17.5M
|
+$13.3M
|
+568,573
|
+547%
|
|
|
12
|
|
$16.2M
|
+$10.7M
|
+455,467
|
+274%
|
|
|
13
|
RS Crum Inc
Newport Beach,
California
|
$15.3M
|
+$3.25M
|
+138,613
|
+31%
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
$15M
|
+$486K
|
+20,713
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$14.9M
|
+$1.09M
|
+46,475
|
+9%
|
|
|
16
|
Integris Wealth Management
Monterey,
California
|
$12.8M
|
+$889K
|
+37,899
|
+8%
|
|
|
17
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$12.5M
|
-$110K
|
-4,671
|
-1%
|
|
|
18
|
Index Fund Advisors
Irvine,
California
|
$12.1M
|
+$5.77M
|
+246,266
|
+112%
|
|
|
19
|
Planning Center Inc
Moline,
Illinois
|
$12.1M
|
+$496K
|
+21,136
|
+5%
|
|
|
20
|
WPWealth
Fort Worth,
Texas
|
$11.3M
|
+$3.08M
|
+131,216
|
+43%
|
|
|
21
|
Creative Capital Management Investments
San Diego,
California
|
$10.9M
|
+$3.8M
|
+161,969
|
+62%
|
|
|
22
|
Summit Financial Strategies
Columbus,
Ohio
|
$10.6M
|
+$9.55M
|
+407,311
|
New
|
|
|
23
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$10.1M
|
+$1.54M
|
+65,775
|
+20%
|
|
|
24
|
Private Wealth Management Group
Princeton,
New Jersey
|
$9.71M
|
+$8.76M
|
+373,568
|
New
|
|
|
25
|
New Capital Management
Houston,
Texas
|
$9.5M
|
+$2.11M
|
+90,049
|
+33%
|
|
