|
1
|
Forum Financial Management
Lombard,
Illinois
|
641 Mio. $
|
-25 Mio. $
|
-636.651
|
-4 %
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
402 Mio. $
|
+34,8 Mio. $
|
+884.730
|
+10 %
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
359 Mio. $
|
+44,1 Mio. $
|
+1.121.790
|
+15 %
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
215 Mio. $
|
-1,82 Mio. $
|
-46.241
|
-0,9 %
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
202 Mio. $
|
-12,7 Mio. $
|
-322.353
|
-6 %
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
178 Mio. $
|
+5,84 Mio. $
|
+148.694
|
+4 %
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
131 Mio. $
|
+4,14 Mio. $
|
+105.412
|
+3 %
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
130 Mio. $
|
+4,69 Mio. $
|
+119.364
|
+4 %
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
130 Mio. $
|
-1,1 Mio. $
|
-27.930
|
-0,9 %
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
106 Mio. $
|
-2,95 Mio. $
|
-75.055
|
-3 %
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
100 Mio. $
|
-845.195 $
|
-21.511
|
-0,9 %
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
95,1 Mio. $
|
-184 Mio. $
|
-4.694.778
|
-67 %
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
94,8 Mio. $
|
+834.665 $
|
+21.243
|
+0,9 %
|
|
|
14
|
MASECO Private Wealth
London,
|
93,8 Mio. $
|
+2,41 Mio. $
|
+61.342
|
+3 %
|
|
|
15
|
Evensky & Katz
Coral Gables,
Florida
|
92,9 Mio. $
|
-3,01 Mio. $
|
-76.506
|
-3 %
|
|
|
16
|
Greenspring Advisors
Towson,
Maryland
|
92,5 Mio. $
|
-1,55 Mio. $
|
-39.353
|
-2 %
|
|
|
17
|
LPL Financial
San Diego,
California
|
92,1 Mio. $
|
+8,26 Mio. $
|
+210.336
|
+10 %
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
87,7 Mio. $
|
-3,83 Mio. $
|
-97.415
|
-4 %
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
79,4 Mio. $
|
-753.018 $
|
-19.165
|
-1 %
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
77,5 Mio. $
|
+3,94 Mio. $
|
+100.340
|
+6 %
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
72,9 Mio. $
|
+2,18 Mio. $
|
+55.552
|
+3 %
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
72,2 Mio. $
|
+1,26 Mio. $
|
+32.069
|
+2 %
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
65,3 Mio. $
|
+372.717 $
|
+9.486
|
+0,6 %
|
|
|
24
|
Sageworth Trust
Lancaster,
Pennsylvania
|
64 Mio. $
|
-2,91 Mio. $
|
-74.023
|
-4 %
|
|
|
25
|
Symmetry Partners
Glastonbury,
Connecticut
|
60,5 Mio. $
|
+605.754 $
|
+15.417
|
+1 %
|
|
