|
1
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$25.1M
|
+$4.57M
|
+109,256
|
+23%
|
|
|
2
|
Rather & Kittrell
Knoxville,
Tennessee
|
$18.1M
|
+$1.5M
|
+35,777
|
+9%
|
|
|
3
|
CPA Asset Management
West Palm Beach,
Florida
|
$16.7M
|
+$245K
|
+5,857
|
+2%
|
|
|
4
|
Larson Financial Group
St Louis,
Missouri
|
$12.2M
|
+$2.25M
|
+53,786
|
+23%
|
|
|
5
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$9.4M
|
+$2.14M
|
+51,196
|
+30%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
$9.09M
|
–
|
–
|
–
|
|
|
7
|
Klingman & Associates
New York
|
$7.83M
|
+$195K
|
+4,667
|
+3%
|
|
|
8
|
Core Wealth Management
Jupiter,
Florida
|
$6.57M
|
+$23.3K
|
+557
|
+0.4%
|
|
|
9
|
BetterWealth
San Jose,
California
|
$5.08M
|
+$134K
|
+3,190
|
+3%
|
|
|
10
|
Forum Financial Management
Lombard,
Illinois
|
$3.56M
|
+$408K
|
+9,755
|
+13%
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.93M
|
-$361K
|
-8,633
|
-11%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
$2.55M
|
+$2.5M
|
+59,632
|
New
|
|
|
13
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2.5M
|
+$321K
|
+7,676
|
+15%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$2.24M
|
+$826K
|
+19,744
|
+61%
|
|
|
15
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$2.1M
|
+$267K
|
+6,373
|
+15%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.07M
|
+$1.27M
|
+30,239
|
+166%
|
|
|
17
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.88M
|
-$299K
|
-7,149
|
-14%
|
|
|
18
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.87M
|
+$874K
|
+20,885
|
+92%
|
|
|
19
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.84M
|
+$108K
|
+2,571
|
+6%
|
|
|
20
|
Drive Wealth Management
Lehi,
Utah
|
$1.79M
|
+$3.81K
|
+91
|
+0.2%
|
|
|
21
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.53M
|
-$42.5K
|
-1,016
|
-3%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1.5M
|
+$1.1M
|
+26,190
|
+695%
|
|
|
23
|
Bridge Advisory
Pasadena,
California
|
$1.47M
|
-$88.8K
|
-2,122
|
-6%
|
|
|
24
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.45M
|
+$214K
|
+5,102
|
+18%
|
|
|
25
|
SageView Advisory Group
Newport Beach,
California
|
$1.42M
|
+$26.9K
|
+643
|
+2%
|
|
