|
1
|
Forum Financial Management
Lombard,
Illinois
|
$360M
|
+$3.62M
|
+144,192
|
+1%
|
|
|
2
|
JMG Financial Group
Downers Grove,
Illinois
|
$66M
|
+$12.2M
|
+486,256
|
+23%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$56.3M
|
+$657K
|
+26,214
|
+1%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$52.2M
|
+$8.92M
|
+355,743
|
+21%
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$51.9M
|
+$4.41M
|
+175,815
|
+9%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$50.2M
|
+$10.1M
|
+400,925
|
+26%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$38.6M
|
+$502K
|
+19,999
|
+1%
|
|
|
8
|
Brighton Jones LLC
Seattle,
Washington
|
$35.6M
|
+$3.44M
|
+137,256
|
+11%
|
|
|
9
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$29.7M
|
+$1.13M
|
+45,088
|
+4%
|
|
|
10
|
Quantum Financial Advisors
El Segundo,
California
|
$21.6M
|
-$736K
|
-29,330
|
-3%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$18.5M
|
+$1.3M
|
+51,858
|
+8%
|
|
|
12
|
RS Crum Inc
Newport Beach,
California
|
$16.6M
|
+$1.54M
|
+61,555
|
+10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$661K
|
+26,340
|
+5%
|
|
|
14
|
Arax Advisory Partners
Denver,
Colorado
|
$15M
|
+$308K
|
+12,294
|
+2%
|
|
|
15
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$14M
|
+$1.72M
|
+68,562
|
+14%
|
|
|
16
|
Index Fund Advisors
Irvine,
California
|
$13.7M
|
+$1.74M
|
+69,246
|
+15%
|
|
|
17
|
Summit Financial Strategies
Columbus,
Ohio
|
$13.2M
|
+$2.76M
|
+110,149
|
+27%
|
|
|
18
|
Integris Wealth Management
Monterey,
California
|
$13.1M
|
+$528K
|
+21,066
|
+4%
|
|
|
19
|
Financial Engines Advisors
Santa Clara,
California
|
$12.7M
|
+$12.5M
|
+498,842
|
New
|
|
|
20
|
WPWealth
Fort Worth,
Texas
|
$12.7M
|
+$1.55M
|
+61,918
|
+14%
|
|
|
21
|
Planning Center Inc
Moline,
Illinois
|
$12.2M
|
+$380K
|
+15,160
|
+3%
|
|
|
22
|
Creative Capital Management Investments
San Diego,
California
|
$12.2M
|
+$1.42M
|
+56,560
|
+13%
|
|
|
23
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$11.1M
|
+$1.03M
|
+40,879
|
+10%
|
|
|
24
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$10.8M
|
+$1.56M
|
+62,204
|
+17%
|
|
|
25
|
Private Wealth Management Group
Princeton,
New Jersey
|
$10.4M
|
+$841K
|
+33,543
|
+9%
|
|
