|
1
|
Forum Financial Management
Lombard,
Illinois
|
$345M
|
-$7.19M
|
-292,168
|
-2%
|
|
|
2
|
JMG Financial Group
Downers Grove,
Illinois
|
$77.8M
|
+$13M
|
+526,660
|
+20%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$68M
|
+$18.7M
|
+758,384
|
+39%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$60.3M
|
+$9.12M
|
+370,407
|
+18%
|
|
|
5
|
Private Ocean
San Rafael,
California
|
$54.5M
|
+$3.66M
|
+148,841
|
+7%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$52.2M
|
-$2.85M
|
-115,608
|
-5%
|
|
|
7
|
Brighton Jones LLC
Seattle,
Washington
|
$41.2M
|
+$6.21M
|
+252,171
|
+18%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$38.4M
|
+$594K
|
+24,131
|
+2%
|
|
|
9
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$27.7M
|
-$1.34M
|
-54,288
|
-5%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
$24.2M
|
+$6.04M
|
+245,628
|
+34%
|
|
|
11
|
Quantum Financial Advisors
El Segundo,
California
|
$21M
|
-$112K
|
-4,565
|
-0.5%
|
|
|
12
|
RS Crum Inc
Newport Beach,
California
|
$17M
|
+$706K
|
+28,668
|
+4%
|
|
|
13
|
Index Fund Advisors
Irvine,
California
|
$16.5M
|
+$3.04M
|
+123,360
|
+23%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$1.43M
|
+58,103
|
+10%
|
|
|
15
|
Summit Financial Strategies
Columbus,
Ohio
|
$16.2M
|
+$3.26M
|
+132,419
|
+26%
|
|
|
16
|
WPWealth
Fort Worth,
Texas
|
$15.3M
|
+$2.87M
|
+116,694
|
+23%
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
$14.8M
|
+$99.2K
|
+4,031
|
+0.7%
|
|
|
18
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$14.4M
|
+$658K
|
+26,756
|
+5%
|
|
|
19
|
Creative Capital Management Investments
San Diego,
California
|
$12.8M
|
+$841K
|
+34,186
|
+7%
|
|
|
20
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$12.7M
|
+$1.78M
|
+72,234
|
+17%
|
|
|
21
|
Integris Wealth Management
Monterey,
California
|
$12.6M
|
-$174K
|
-7,064
|
-1%
|
|
|
22
|
Simplicity Wealth
Summit,
New Jersey
|
$12.6M
|
+$12.4M
|
+503,917
|
New
|
|
|
23
|
Planning Center Inc
Moline,
Illinois
|
$12.3M
|
+$294K
|
+11,947
|
+2%
|
|
|
24
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$11.7M
|
+$1.16M
|
+47,012
|
+11%
|
|
|
25
|
Financial Engines Advisors
Santa Clara,
California
|
$10.8M
|
-$1.68M
|
-68,123
|
-14%
|
|
