|
1
|
Forum Financial Management
Lombard,
Illinois
|
$390M
|
+$7.57M
|
+288,449
|
+2%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$179M
|
+$32.3M
|
+1,228,893
|
+23%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$134M
|
+$5.26M
|
+200,348
|
+4%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$86.1M
|
-$631K
|
-24,030
|
-0.7%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$66.1M
|
+$436K
|
+16,609
|
+0.7%
|
|
|
6
|
Brighton Jones LLC
Seattle,
Washington
|
$59.5M
|
+$2.87M
|
+109,482
|
+5%
|
|
|
7
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$58.6M
|
+$2.35M
|
+89,551
|
+4%
|
|
|
8
|
TCI Wealth Advisors
Tucson,
Arizona
|
$51.9M
|
+$8.26M
|
+314,464
|
+19%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$44.2M
|
+$763K
|
+29,080
|
+2%
|
|
|
10
|
MASECO Private Wealth
London,
|
$36.3M
|
+$35.5M
|
+1,352,858
|
New
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$30.9M
|
-$423K
|
-16,126
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$26.2M
|
+$846K
|
+32,223
|
+3%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$26M
|
-$8.47M
|
-322,729
|
-25%
|
|
|
14
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$25.7M
|
-$238K
|
-9,051
|
-0.9%
|
|
|
15
|
Summit Financial Strategies
Columbus,
Ohio
|
$22.3M
|
+$608K
|
+23,169
|
+3%
|
|
|
16
|
WPWealth
Fort Worth,
Texas
|
$21.8M
|
+$1.36M
|
+51,890
|
+7%
|
|
|
17
|
Verisail Partners
Chamblee,
Georgia
|
$21M
|
+$331K
|
+12,595
|
+2%
|
|
|
18
|
Index Fund Advisors
Irvine,
California
|
$20.9M
|
+$1.66M
|
+63,384
|
+9%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20M
|
+$326K
|
+12,409
|
+2%
|
|
|
20
|
Rather & Kittrell
Knoxville,
Tennessee
|
$19.8M
|
+$1.81M
|
+68,866
|
+10%
|
|
|
21
|
Quantum Financial Advisors
El Segundo,
California
|
$18.3M
|
-$1.49M
|
-56,621
|
-8%
|
|
|
22
|
Creative Capital Management Investments
San Diego,
California
|
$18.1M
|
+$706K
|
+26,910
|
+4%
|
|
|
23
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$17.8M
|
+$205K
|
+7,817
|
+1%
|
|
|
24
|
Arax Advisory Partners
Denver,
Colorado
|
$17.6M
|
+$259K
|
+9,881
|
+2%
|
|
|
25
|
RS Crum Inc
Newport Beach,
California
|
$15.9M
|
-$2.33M
|
-88,857
|
-13%
|
|
