|
1
|
Forum Financial Management
Lombard,
Illinois
|
$422M
|
+$25.3M
|
+933,655
|
+6%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$210M
|
+$27.6M
|
+1,018,926
|
+15%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$146M
|
+$9.71M
|
+358,627
|
+7%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$97.7M
|
+$9.96M
|
+367,977
|
+11%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$69.3M
|
+$2.02M
|
+74,642
|
+3%
|
|
|
6
|
Brighton Jones LLC
Seattle,
Washington
|
$65.5M
|
+$4.88M
|
+180,142
|
+8%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$61.7M
|
+$8.78M
|
+324,375
|
+17%
|
|
|
8
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$59M
|
+$45.5K
|
+1,681
|
+0.1%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$46.4M
|
+$1.07M
|
+39,445
|
+2%
|
|
|
10
|
MASECO Private Wealth
London,
|
$38.1M
|
+$1.06M
|
+39,144
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$2.11M
|
+78,035
|
+8%
|
|
|
12
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$26.5M
|
+$334K
|
+12,353
|
+1%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$26.2M
|
-$5.26M
|
-194,290
|
-17%
|
|
|
14
|
Summit Financial Strategies
Columbus,
Ohio
|
$23.7M
|
+$1.03M
|
+38,204
|
+5%
|
|
|
15
|
WPWealth
Fort Worth,
Texas
|
$23.7M
|
+$1.55M
|
+57,116
|
+7%
|
|
|
16
|
Rather & Kittrell
Knoxville,
Tennessee
|
$23.5M
|
+$3.36M
|
+124,112
|
+17%
|
|
|
17
|
Verisail Partners
Chamblee,
Georgia
|
$21.7M
|
+$286K
|
+10,545
|
+1%
|
|
|
18
|
Index Fund Advisors
Irvine,
California
|
$21.6M
|
+$357K
|
+13,176
|
+2%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.9M
|
+$483K
|
+17,824
|
+2%
|
|
|
20
|
Creative Capital Management Investments
San Diego,
California
|
$20M
|
+$1.52M
|
+56,125
|
+8%
|
|
|
21
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$19.6M
|
+$1.43M
|
+52,780
|
+8%
|
|
|
22
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$19.5M
|
+$4.82M
|
+177,876
|
+33%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18.4M
|
+$17.2M
|
+634,759
|
+1,623%
|
|
|
24
|
Quantum Financial Advisors
El Segundo,
California
|
$17.9M
|
-$782K
|
-28,887
|
-4%
|
|
|
25
|
Willow Creek Wealth Management
Sebastopol,
California
|
$17.4M
|
+$2.12M
|
+78,125
|
+14%
|
|
