|
1
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$26.3M
|
+$2.08M
|
+49,374
|
+8%
|
|
|
2
|
Rather & Kittrell
Knoxville,
Tennessee
|
$18.1M
|
+$600K
|
+14,242
|
+3%
|
|
|
3
|
CPA Asset Management
West Palm Beach,
Florida
|
$16.8M
|
+$767K
|
+18,190
|
+5%
|
|
|
4
|
Larson Financial Group
St Louis,
Missouri
|
$13.9M
|
+$2.1M
|
+49,879
|
+17%
|
|
|
5
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$11.1M
|
+$2.09M
|
+49,570
|
+23%
|
|
|
6
|
Five Oceans Advisors
Santa Monica,
California
|
$8.76M
|
-$590
|
-14
|
-0%
|
|
|
7
|
Klingman & Associates
New York
|
$7.5M
|
-$50.6K
|
-1,200
|
-0.7%
|
|
|
8
|
Core Wealth Management
Jupiter,
Florida
|
$6.47M
|
+$132K
|
+3,126
|
+2%
|
|
|
9
|
BetterWealth
San Jose,
California
|
$4.92M
|
+$19K
|
+450
|
+0.4%
|
|
|
10
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$4.25M
|
+$1.45M
|
+34,512
|
+50%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$3.65M
|
+$218K
|
+5,172
|
+6%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
$3.53M
|
+$1.09M
|
+25,818
|
+43%
|
|
|
13
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.28M
|
+$3.35M
|
+79,541
|
New
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$2.39M
|
+$230K
|
+5,463
|
+10%
|
|
|
15
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$2.3M
|
+$285K
|
+6,772
|
+14%
|
|
|
16
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2.25M
|
-$169K
|
-4,008
|
-7%
|
|
|
17
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.1M
|
+$303K
|
+7,189
|
+16%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$1.92M
|
+$697K
|
+16,544
|
+55%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.8M
|
+$1.25M
|
+29,610
|
+212%
|
|
|
20
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.79M
|
+$19.3K
|
+459
|
+1%
|
|
|
21
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.67M
|
-$142K
|
-3,369
|
-8%
|
|
|
22
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.49M
|
+$228K
|
+5,399
|
+18%
|
|
|
23
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.47M
|
+$72.3K
|
+1,714
|
+5%
|
|
|
24
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.45M
|
-$25.1K
|
-595
|
-2%
|
|
|
25
|
Bridge Advisory
Pasadena,
California
|
$1.42M
|
+$4.21K
|
+100
|
+0.3%
|
|
