|
1
|
Forum Financial Management
Lombard,
Illinois
|
403 Mio. $
|
+6,5 Mio. $
|
+262.044
|
+2 %
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
129 Mio. $
|
+10,1 Mio. $
|
+407.518
|
+9 %
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
104 Mio. $
|
+17,6 Mio. $
|
+710.028
|
+21 %
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
99,1 Mio. $
|
-2,9 Mio. $
|
-116.954
|
-3 %
|
|
|
5
|
Parcion Private Wealth
Bellevue,
Washington
|
88,7 Mio. $
|
+3,1 Mio. $
|
+125.014
|
+4 %
|
|
|
6
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
81 Mio. $
|
+32,4 Mio. $
|
+1.307.344
|
+70 %
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
69 Mio. $
|
+36,7 Mio. $
|
+1.481.085
|
+121 %
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
55,6 Mio. $
|
+54,1 Mio. $
|
+2.182.550
|
Neu
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
54,2 Mio. $
|
+2,18 Mio. $
|
+88.069
|
+4 %
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
52,2 Mio. $
|
+3,6 Mio. $
|
+145.090
|
+8 %
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
49,6 Mio. $
|
-22,8 Mio. $
|
-918.445
|
-32 %
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
47,2 Mio. $
|
+1,59 Mio. $
|
+64.179
|
+4 %
|
|
|
13
|
|
43,9 Mio. $
|
+33,5 Mio. $
|
+1.352.755
|
+365 %
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
41,6 Mio. $
|
+1,35 Mio. $
|
+54.519
|
+3 %
|
|
|
15
|
Hill Investment Group Partners
St. Louis,
Missouri
|
39,1 Mio. $
|
+62.291 $
|
+2.513
|
+0,2 %
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
34 Mio. $
|
+1,81 Mio. $
|
+73.081
|
+6 %
|
|
|
17
|
Miramar Fiduciary Corp
Reno,
Nevada
|
32,6 Mio. $
|
+1,15 Mio. $
|
+46.261
|
+4 %
|
|
|
18
|
JMG Financial Group
Downers Grove,
Illinois
|
30,1 Mio. $
|
+4,36 Mio. $
|
+175.909
|
+18 %
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
28,8 Mio. $
|
+514.246 $
|
+20.746
|
+2 %
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
27,9 Mio. $
|
+3,62 Mio. $
|
+145.975
|
+15 %
|
|
|
21
|
EnRich Financial Partners
Madison,
Wisconsin
|
27,2 Mio. $
|
+2,04 Mio. $
|
+82.386
|
+8 %
|
|
|
22
|
Your Advocates Ltd
Houston,
Texas
|
26,6 Mio. $
|
-2,14 Mio. $
|
-86.165
|
-8 %
|
|
|
23
|
LPL Financial
San Diego,
California
|
25,1 Mio. $
|
+1,39 Mio. $
|
+55.976
|
+6 %
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
24,6 Mio. $
|
+1,83 Mio. $
|
+73.881
|
+8 %
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
23,9 Mio. $
|
+2,83 Mio. $
|
+114.347
|
+14 %
|
|
