|
1
|
Forum Financial Management
Lombard,
Illinois
|
403 Mio. $
|
-19,7 Mio. $
|
-749.866
|
-5 %
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
146 Mio. $
|
+10,5 Mio. $
|
+398.975
|
+8 %
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
113 Mio. $
|
+4,09 Mio. $
|
+155.933
|
+4 %
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
106 Mio. $
|
+1,98 Mio. $
|
+75.491
|
+2 %
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
106 Mio. $
|
+20,5 Mio. $
|
+783.290
|
+25 %
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
91,9 Mio. $
|
+19,1 Mio. $
|
+730.004
|
+27 %
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
65,5 Mio. $
|
-26,9 Mio. $
|
-1.027.079
|
-30 %
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
60 Mio. $
|
+1,61 Mio. $
|
+61.331
|
+3 %
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
58,9 Mio. $
|
+4,11 Mio. $
|
+156.787
|
+8 %
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
58,7 Mio. $
|
+1,86 Mio. $
|
+70.948
|
+3 %
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
53,9 Mio. $
|
+1,81 Mio. $
|
+68.992
|
+4 %
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
50,6 Mio. $
|
+1,1 Mio. $
|
+41.897
|
+2 %
|
|
|
13
|
|
49,5 Mio. $
|
+3,33 Mio. $
|
+126.948
|
+7 %
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
44,9 Mio. $
|
+1,21 Mio. $
|
+46.092
|
+3 %
|
|
|
15
|
Hill Investment Group Partners
St. Louis,
Missouri
|
42 Mio. $
|
+1,1 Mio. $
|
+42.094
|
+3 %
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
39,4 Mio. $
|
+2,45 Mio. $
|
+93.360
|
+7 %
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
35,4 Mio. $
|
+3,75 Mio. $
|
+143.055
|
+12 %
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
34,8 Mio. $
|
+17,4 Mio. $
|
+662.455
|
+104 %
|
|
|
19
|
LPL Financial
San Diego,
California
|
34,4 Mio. $
|
+7,96 Mio. $
|
+303.741
|
+31 %
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
31,8 Mio. $
|
+2,49 Mio. $
|
+94.857
|
+9 %
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
31,8 Mio. $
|
+1,55 Mio. $
|
+58.993
|
+5 %
|
|
|
22
|
EnRich Financial Partners
Madison,
Wisconsin
|
29,1 Mio. $
|
+605.425 $
|
+23.094
|
+2 %
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
29 Mio. $
|
+3,11 Mio. $
|
+118.671
|
+12 %
|
|
|
24
|
Miramar Fiduciary Corp
Reno,
Nevada
|
28,9 Mio. $
|
-5,14 Mio. $
|
-196.250
|
-15 %
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
28 Mio. $
|
+2,77 Mio. $
|
+105.849
|
+12 %
|
|
