|
1
|
Forum Financial Management
Lombard,
Illinois
|
$374M
|
+$5.71M
|
+219,059
|
+2%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$143M
|
+$22.7M
|
+870,796
|
+19%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$126M
|
+$20.9M
|
+802,816
|
+20%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$84.9M
|
+$4.35M
|
+167,067
|
+5%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$64.3M
|
+$1.11M
|
+42,407
|
+2%
|
|
|
6
|
Brighton Jones LLC
Seattle,
Washington
|
$55.4M
|
+$2.93M
|
+112,526
|
+6%
|
|
|
7
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$55M
|
+$54.6M
|
+2,094,830
|
New
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$42.5M
|
+$302K
|
+11,570
|
+0.7%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$42.5M
|
+$7.31M
|
+280,631
|
+21%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$33.9M
|
-$12.9M
|
-496,724
|
-28%
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$30.7M
|
+$2.71M
|
+104,140
|
+10%
|
|
|
12
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$25.4M
|
-$99K
|
-3,799
|
-0.4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$24.8M
|
+$4.62M
|
+177,306
|
+23%
|
|
|
14
|
Summit Financial Strategies
Columbus,
Ohio
|
$21.2M
|
+$1.74M
|
+66,582
|
+9%
|
|
|
15
|
Verisail Partners
Chamblee,
Georgia
|
$20.2M
|
-$746K
|
-28,634
|
-4%
|
|
|
16
|
WPWealth
Fort Worth,
Texas
|
$20M
|
+$1.38M
|
+52,991
|
+7%
|
|
|
17
|
Quantum Financial Advisors
El Segundo,
California
|
$19.4M
|
-$2.39M
|
-91,814
|
-11%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.3M
|
+$499K
|
+19,141
|
+3%
|
|
|
19
|
Index Fund Advisors
Irvine,
California
|
$18.8M
|
-$104K
|
-3,996
|
-0.6%
|
|
|
20
|
RS Crum Inc
Newport Beach,
California
|
$17.9M
|
-$3.36M
|
-129,099
|
-16%
|
|
|
21
|
Rather & Kittrell
Knoxville,
Tennessee
|
$17.6M
|
+$3.11M
|
+119,298
|
+22%
|
|
|
22
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$17.2M
|
-$738K
|
-28,304
|
-4%
|
|
|
23
|
Creative Capital Management Investments
San Diego,
California
|
$17M
|
+$1.42M
|
+54,632
|
+9%
|
|
|
24
|
Arax Advisory Partners
Denver,
Colorado
|
$17M
|
+$1.15M
|
+44,125
|
+7%
|
|
|
25
|
Total Wealth Planning
Cincinnati,
Ohio
|
$14.1M
|
+$1.38M
|
+53,045
|
+11%
|
|
