|
1
|
Forum Financial Management
Lombard,
Illinois
|
$358M
|
-$1.43M
|
-52,209
|
-0.4%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$116M
|
+$23M
|
+838,836
|
+23%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$102M
|
+$14.4M
|
+523,244
|
+15%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$78.3M
|
+$11.8M
|
+428,256
|
+16%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$61.4M
|
+$6.41M
|
+233,404
|
+11%
|
|
|
6
|
Brighton Jones LLC
Seattle,
Washington
|
$51M
|
+$6.76M
|
+246,429
|
+14%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$45.6M
|
-$7.16M
|
-260,787
|
-13%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$41.1M
|
+$1.73M
|
+62,986
|
+4%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$34.2M
|
+$5.16M
|
+187,940
|
+16%
|
|
|
10
|
|
$28.3M
|
+$16.3M
|
+595,300
|
+116%
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$27.2M
|
+$3.87M
|
+141,131
|
+15%
|
|
|
12
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$24.8M
|
+$255K
|
+9,286
|
+1%
|
|
|
13
|
Quantum Financial Advisors
El Segundo,
California
|
$21.2M
|
+$169K
|
+6,150
|
+0.7%
|
|
|
14
|
RS Crum Inc
Newport Beach,
California
|
$20.7M
|
+$864K
|
+31,483
|
+4%
|
|
|
15
|
Verisail Partners
Chamblee,
Georgia
|
$20.4M
|
+$21.9M
|
+799,577
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$19.6M
|
+$2.91M
|
+105,943
|
+16%
|
|
|
17
|
Summit Financial Strategies
Columbus,
Ohio
|
$18.9M
|
+$1.39M
|
+50,712
|
+7%
|
|
|
18
|
Index Fund Advisors
Irvine,
California
|
$18.4M
|
+$794K
|
+28,929
|
+4%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.3M
|
+$1.23M
|
+44,935
|
+7%
|
|
|
20
|
WPWealth
Fort Worth,
Texas
|
$18.1M
|
+$1.06M
|
+38,630
|
+6%
|
|
|
21
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$17.5M
|
+$3.01M
|
+109,573
|
+19%
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$15.4M
|
+$556K
|
+20,252
|
+3%
|
|
|
23
|
Creative Capital Management Investments
San Diego,
California
|
$15.2M
|
+$546K
|
+19,911
|
+3%
|
|
|
24
|
Rather & Kittrell
Knoxville,
Tennessee
|
$14M
|
+$2.61M
|
+94,973
|
+21%
|
|
|
25
|
Integris Wealth Management
Monterey,
California
|
$13.2M
|
+$449K
|
+16,364
|
+3%
|
|
