|
1
|
Forum Financial Management
Lombard,
Illinois
|
$440M
|
+$32M
|
+1,187,688
|
+8%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$276M
|
+$74.5M
|
+2,763,618
|
+36%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$151M
|
+$9.34M
|
+346,331
|
+6%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$106M
|
+$11.5M
|
+427,537
|
+12%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$72.5M
|
+$5.5M
|
+204,069
|
+8%
|
|
|
6
|
TCI Wealth Advisors
Tucson,
Arizona
|
$70.1M
|
+$10.7M
|
+396,121
|
+18%
|
|
|
7
|
Brighton Jones LLC
Seattle,
Washington
|
$69M
|
+$5.72M
|
+212,050
|
+9%
|
|
|
8
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$63.9M
|
+$6.11M
|
+226,644
|
+10%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$48M
|
+$3.44M
|
+127,675
|
+8%
|
|
|
10
|
MASECO Private Wealth
London,
|
$38.9M
|
+$2.14M
|
+79,407
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$30.8M
|
+$3.06M
|
+113,538
|
+11%
|
|
|
12
|
Rather & Kittrell
Knoxville,
Tennessee
|
$27.2M
|
+$4.53M
|
+167,889
|
+19%
|
|
|
13
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$25.7M
|
+$93.8K
|
+3,479
|
+0.4%
|
|
|
14
|
Summit Financial Strategies
Columbus,
Ohio
|
$25.3M
|
+$2.38M
|
+88,069
|
+10%
|
|
|
15
|
WPWealth
Fort Worth,
Texas
|
$24.6M
|
+$1.69M
|
+62,550
|
+7%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$24.2M
|
+$6.51M
|
+241,465
|
+36%
|
|
|
17
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$23.8M
|
+$5.08M
|
+188,275
|
+26%
|
|
|
18
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$23.1M
|
+$23.6M
|
+873,467
|
New
|
|
|
19
|
Index Fund Advisors
Irvine,
California
|
$22.6M
|
+$1.77M
|
+65,507
|
+8%
|
|
|
20
|
Financial Plan Inc
Bellingham,
Washington
|
$22.5M
|
+$23M
|
+851,353
|
New
|
|
|
21
|
Verisail Partners
Chamblee,
Georgia
|
$22.3M
|
+$1.36M
|
+50,437
|
+6%
|
|
|
22
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$22M
|
+$3.07M
|
+113,774
|
+16%
|
|
|
23
|
Creative Capital Management Investments
San Diego,
California
|
$21.3M
|
+$1.99M
|
+73,666
|
+10%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.2M
|
+$1.02M
|
+37,792
|
+5%
|
|
|
25
|
Arax Advisory Partners
Denver,
Colorado
|
$19.7M
|
+$20.1M
|
+747,077
|
New
|
|
