|
1
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$34.8M
|
+$5.89M
|
+143,560
|
+20%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$33.9M
|
-$105K
|
-2,570
|
-0.3%
|
|
|
3
|
CPA Asset Management
West Palm Beach,
Florida
|
$16.4M
|
-$701K
|
-17,096
|
-4%
|
|
|
4
|
Larson Financial Group
St Louis,
Missouri
|
$14.7M
|
+$998K
|
+24,329
|
+7%
|
|
|
5
|
Rather & Kittrell
Knoxville,
Tennessee
|
$11M
|
+$2.19M
|
+53,341
|
+25%
|
|
|
6
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$10.6M
|
+$88.4K
|
+2,154
|
+0.8%
|
|
|
7
|
Five Oceans Advisors
Santa Monica,
California
|
$8.87M
|
+$49.6K
|
+1,208
|
+0.6%
|
|
|
8
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$7.69M
|
+$1.26M
|
+30,669
|
+20%
|
|
|
9
|
Austin Wealth Management
Austin,
Texas
|
$7.36M
|
+$243K
|
+5,930
|
+3%
|
|
|
10
|
Core Wealth Management
Jupiter,
Florida
|
$7.19M
|
+$395K
|
+9,625
|
+6%
|
|
|
11
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$6.41M
|
+$939K
|
+22,892
|
+17%
|
|
|
12
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$5.89M
|
+$312K
|
+7,608
|
+6%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$5.78M
|
-$688K
|
-16,757
|
-11%
|
|
|
14
|
BetterWealth
San Jose,
California
|
$5.37M
|
+$214K
|
+5,211
|
+4%
|
|
|
15
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$4.79M
|
+$1.38M
|
+33,536
|
+41%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.62M
|
+$868K
|
+21,159
|
+23%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$4.56M
|
+$564K
|
+13,757
|
+14%
|
|
|
18
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$4.28M
|
+$524K
|
+12,759
|
+14%
|
|
|
19
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.94M
|
+$697K
|
+16,988
|
+22%
|
|
|
20
|
Klingman & Associates
New York
|
$3.63M
|
-$525K
|
-12,784
|
-13%
|
|
|
21
|
Forum Financial Management
Lombard,
Illinois
|
$3.59M
|
-$510K
|
-12,441
|
-13%
|
|
|
22
|
Stratos Investment Management
Beachwood,
Ohio
|
$3.57M
|
+$3.55M
|
+86,427
|
New
|
|
|
23
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.51M
|
–
|
–
|
–
|
|
|
24
|
Root Financial Partners
Encinitas,
California
|
$3.43M
|
-$2.52M
|
-61,388
|
-42%
|
|
|
25
|
Level Financial Advisors
East Amherst,
New York
|
$3.26M
|
+$1.83M
|
+44,710
|
+130%
|
|
