|
1
|
Forum Financial Management
Lombard,
Illinois
|
292 Mio. $
|
+141 Mio. $
|
+5.956.937
|
+96 %
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
96,7 Mio. $
|
+9,6 Mio. $
|
+404.374
|
+11 %
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
80,1 Mio. $
|
+3,21 Mio. $
|
+135.382
|
+4 %
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
64,4 Mio. $
|
+4,07 Mio. $
|
+171.380
|
+7 %
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
53,2 Mio. $
|
+5,32 Mio. $
|
+224.121
|
+11 %
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
49,6 Mio. $
|
+576.131 $
|
+24.284
|
+1 %
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
45,4 Mio. $
|
+4,18 Mio. $
|
+176.169
|
+10 %
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
39 Mio. $
|
+3 Mio. $
|
+126.606
|
+8 %
|
|
|
9
|
Hill Investment Group Partners
St. Louis,
Missouri
|
32,4 Mio. $
|
+3,72 Mio. $
|
+156.893
|
+13 %
|
|
|
10
|
RW Investment Management
Eagle,
Idaho
|
28,5 Mio. $
|
+8,2 Mio. $
|
+345.458
|
+41 %
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
28,4 Mio. $
|
+2,09 Mio. $
|
+87.892
|
+8 %
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
24,6 Mio. $
|
+1,66 Mio. $
|
+70.073
|
+7 %
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
22,8 Mio. $
|
+1,17 Mio. $
|
+49.178
|
+5 %
|
|
|
14
|
Total Wealth Planning
Cincinnati,
Ohio
|
22,4 Mio. $
|
+2,96 Mio. $
|
+124.910
|
+15 %
|
|
|
15
|
Parcion Private Wealth
Bellevue,
Washington
|
20,8 Mio. $
|
+20,6 Mio. $
|
+866.493
|
Neu
|
|
|
16
|
LPL Financial
San Diego,
California
|
18 Mio. $
|
+2,98 Mio. $
|
+125.628
|
+20 %
|
|
|
17
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
17,9 Mio. $
|
+1,13 Mio. $
|
+47.740
|
+7 %
|
|
|
18
|
Bridgeworth
Birmingham,
Alabama
|
17,4 Mio. $
|
+5,76 Mio. $
|
+242.885
|
+50 %
|
|
|
19
|
Kooman & Associates
Altoona,
Pennsylvania
|
17,4 Mio. $
|
+1,4 Mio. $
|
+59.094
|
+9 %
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
17 Mio. $
|
+3,05 Mio. $
|
+128.391
|
+22 %
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
16 Mio. $
|
+2,98 Mio. $
|
+125.571
|
+23 %
|
|
|
22
|
Seaside Wealth Management
Carlsbad,
California
|
15,6 Mio. $
|
+15,4 Mio. $
|
+650.483
|
Neu
|
|
|
23
|
Wealthstream Advisors
New York
|
14,7 Mio. $
|
+505.645 $
|
+21.313
|
+4 %
|
|
|
24
|
Burton Enright Welch
Walnut Creek,
California
|
14,5 Mio. $
|
+2,29 Mio. $
|
+96.548
|
+19 %
|
|
|
25
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
13,8 Mio. $
|
+496.914 $
|
+20.945
|
+4 %
|
|
