|
1
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$34.1M
|
+$4.52M
|
+112,621
|
+16%
|
|
|
2
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$28.9M
|
+$28.1M
|
+700,903
|
New
|
|
|
3
|
CPA Asset Management
West Palm Beach,
Florida
|
$17.1M
|
+$220K
|
+5,477
|
+1%
|
|
|
4
|
Larson Financial Group
St Louis,
Missouri
|
$13.7M
|
-$1.43M
|
-35,614
|
-10%
|
|
|
5
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$10.5M
|
+$2.16M
|
+53,698
|
+27%
|
|
|
6
|
Rather & Kittrell
Knoxville,
Tennessee
|
$8.83M
|
-$10.2M
|
-253,668
|
-54%
|
|
|
7
|
Five Oceans Advisors
Santa Monica,
California
|
$8.83M
|
+$109K
|
+2,719
|
+1%
|
|
|
8
|
Austin Wealth Management
Austin,
Texas
|
$7.11M
|
+$599K
|
+14,915
|
+9%
|
|
|
9
|
Core Wealth Management
Jupiter,
Florida
|
$6.8M
|
+$93K
|
+2,316
|
+1%
|
|
|
10
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$6.43M
|
-$3.69M
|
-91,817
|
-37%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$6.42M
|
+$5.08M
|
+126,679
|
+427%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
$5.97M
|
+$1.73M
|
+43,044
|
+42%
|
|
|
13
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$5.58M
|
+$5.42M
|
+135,133
|
New
|
|
|
14
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5.47M
|
+$3.26M
|
+81,195
|
+158%
|
|
|
15
|
BetterWealth
San Jose,
California
|
$5.16M
|
+$33.3K
|
+829
|
+0.7%
|
|
|
16
|
Klingman & Associates
New York
|
$4.16M
|
-$2.67M
|
-66,416
|
-40%
|
|
|
17
|
Forum Financial Management
Lombard,
Illinois
|
$4.1M
|
+$766K
|
+19,077
|
+24%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$3.99M
|
+$1.53M
|
+38,194
|
+65%
|
|
|
19
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.76M
|
-$2.27M
|
-56,436
|
-38%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.75M
|
+$200K
|
+4,977
|
+6%
|
|
|
21
|
Flow Traders U.S.
New York
|
$3.71M
|
+$3.61M
|
+89,865
|
New
|
|
|
22
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.51M
|
+$3.42M
|
+85,150
|
New
|
|
|
23
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.41M
|
+$3.32M
|
+82,679
|
New
|
|
|
24
|
|
$3.26M
|
+$1.87M
|
+46,704
|
+145%
|
|
|
25
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.24M
|
+$985K
|
+24,539
|
+45%
|
|
