|
1
|
Forum Financial Management
Lombard,
Illinois
|
$466M
|
+$24.2M
|
+882,960
|
+5%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$339M
|
+$63.3M
|
+2,309,628
|
+22%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$169M
|
+$17.6M
|
+642,453
|
+11%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$108M
|
+$1.89M
|
+68,769
|
+2%
|
|
|
5
|
Brighton Jones LLC
Seattle,
Washington
|
$74.4M
|
+$5.13M
|
+187,016
|
+7%
|
|
|
6
|
TCI Wealth Advisors
Tucson,
Arizona
|
$74M
|
+$3.57M
|
+130,168
|
+5%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$73.2M
|
+$344K
|
+12,562
|
+0.5%
|
|
|
8
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$66.7M
|
+$2.66M
|
+96,914
|
+4%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$48.9M
|
+$647K
|
+23,588
|
+1%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$47M
|
+$46.8M
|
+1,708,715
|
+2,499%
|
|
|
11
|
MASECO Private Wealth
London,
|
$41.3M
|
+$2.32M
|
+84,700
|
+6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$32.4M
|
+$1.41M
|
+51,455
|
+4%
|
|
|
13
|
Rather & Kittrell
Knoxville,
Tennessee
|
$29.5M
|
+$2.2M
|
+80,183
|
+8%
|
|
|
14
|
Summit Financial Strategies
Columbus,
Ohio
|
$28.2M
|
+$2.87M
|
+104,670
|
+11%
|
|
|
15
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$26.8M
|
+$2.89M
|
+105,290
|
+12%
|
|
|
16
|
WPWealth
Fort Worth,
Texas
|
$25.6M
|
+$872K
|
+31,818
|
+3%
|
|
|
17
|
Financial Plan Inc
Bellingham,
Washington
|
$24.7M
|
+$2.09M
|
+76,186
|
+9%
|
|
|
18
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$24.1M
|
-$1.79M
|
-65,315
|
-7%
|
|
|
19
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$24.1M
|
+$873K
|
+31,854
|
+4%
|
|
|
20
|
Creative Capital Management Investments
San Diego,
California
|
$23.9M
|
+$2.55M
|
+93,031
|
+12%
|
|
|
21
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$23.6M
|
+$1.57M
|
+57,214
|
+7%
|
|
|
22
|
Index Fund Advisors
Irvine,
California
|
$23.4M
|
+$685K
|
+24,973
|
+3%
|
|
|
23
|
Verisail Partners
Chamblee,
Georgia
|
$22.9M
|
+$488K
|
+17,784
|
+2%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.8M
|
+$486K
|
+17,736
|
+2%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$21.6M
|
-$2.78M
|
-101,364
|
-11%
|
|
