|
1
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$19.6M
|
+$2.91M
|
+70,342
|
+17%
|
|
|
2
|
Rather & Kittrell
Knoxville,
Tennessee
|
$16M
|
+$15.4M
|
+372,893
|
+2,469%
|
|
|
3
|
CPA Asset Management
West Palm Beach,
Florida
|
$15.8M
|
+$15.8M
|
+383,278
|
New
|
|
|
4
|
Larson Financial Group
St Louis,
Missouri
|
$9.54M
|
+$3.88M
|
+93,886
|
+68%
|
|
|
5
|
Five Oceans Advisors
Santa Monica,
California
|
$8.73M
|
–
|
–
|
–
|
|
|
6
|
|
$7.46M
|
+$295K
|
+7,133
|
+4%
|
|
|
7
|
Klingman & Associates
New York
|
$7.33M
|
+$5.01M
|
+121,198
|
+213%
|
|
|
8
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$7.31M
|
-$4.73M
|
-114,538
|
-39%
|
|
|
9
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$6.93M
|
+$6.95M
|
+168,333
|
New
|
|
|
10
|
Core Wealth Management
Jupiter,
Florida
|
$6.29M
|
+$6.32M
|
+152,935
|
New
|
|
|
11
|
BetterWealth
San Jose,
California
|
$4.75M
|
+$50.9K
|
+1,233
|
+1%
|
|
|
12
|
|
$4.38M
|
+$4.4M
|
+106,483
|
New
|
|
|
13
|
Silicon Hills Wealth Management
Austin,
Texas
|
$3.65M
|
-$155K
|
-3,755
|
-4%
|
|
|
14
|
TCP Asset Management
Columbus,
Ohio
|
$3.25M
|
+$3.26M
|
+78,886
|
New
|
|
|
15
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$3.17M
|
+$3.18M
|
+77,019
|
New
|
|
|
16
|
Forum Financial Management
Lombard,
Illinois
|
$3.02M
|
+$389K
|
+9,405
|
+15%
|
|
|
17
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.28M
|
-$300K
|
-7,267
|
-12%
|
|
|
18
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2.28M
|
-$2.81M
|
-67,898
|
-55%
|
|
|
19
|
Northwest Wealth Management
Spencer,
Iowa
|
$2.1M
|
-$1.33M
|
-32,164
|
-39%
|
|
|
20
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2.09M
|
+$1.59M
|
+38,595
|
+316%
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
$1.78M
|
-$19.8K
|
-480
|
-1%
|
|
|
22
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.75M
|
+$1.76M
|
+42,544
|
New
|
|
|
23
|
Drive Wealth Management
Lehi,
Utah
|
$1.72M
|
+$507K
|
+12,271
|
+42%
|
|
|
24
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.66M
|
+$1.67M
|
+40,320
|
New
|
|
|
25
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.51M
|
+$908K
|
+21,983
|
+149%
|
|
