|
1
|
Forum Financial Management
Lombard,
Illinois
|
438 Mio. $
|
+13,2 Mio. $
|
+493.339
|
+3 %
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
162 Mio. $
|
+8,1 Mio. $
|
+301.644
|
+6 %
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
132 Mio. $
|
+126 Mio. $
|
+4.678.596
|
Neu
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
125 Mio. $
|
+5,48 Mio. $
|
+204.097
|
+5 %
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
112 Mio. $
|
+750.691 $
|
+27.961
|
+0,7 %
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
111 Mio. $
|
+13,8 Mio. $
|
+514.198
|
+15 %
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
73,7 Mio. $
|
+4,47 Mio. $
|
+166.521
|
+7 %
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
67 Mio. $
|
+4,72 Mio. $
|
+175.855
|
+8 %
|
|
|
9
|
Heritage Financial Services
Westwood,
Massachusetts
|
65,5 Mio. $
|
+2,27 Mio. $
|
+84.454
|
+4 %
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
64,2 Mio. $
|
+2,23 Mio. $
|
+82.957
|
+4 %
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
62,9 Mio. $
|
+5,85 Mio. $
|
+218.047
|
+11 %
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
52 Mio. $
|
-1,23 Mio. $
|
-45.813
|
-2 %
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
48,8 Mio. $
|
+1,48 Mio. $
|
+55.247
|
+3 %
|
|
|
14
|
JMG Financial Group
Downers Grove,
Illinois
|
43,6 Mio. $
|
+6,08 Mio. $
|
+226.291
|
+17 %
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
43,3 Mio. $
|
+2,99 Mio. $
|
+111.287
|
+8 %
|
|
|
16
|
Hill Investment Group Partners
St. Louis,
Missouri
|
42,3 Mio. $
|
+41.158 $
|
+1.533
|
+0,1 %
|
|
|
17
|
LPL Financial
San Diego,
California
|
39,4 Mio. $
|
+2,99 Mio. $
|
+111.371
|
+9 %
|
|
|
18
|
Wealthstream Advisors
New York
|
38,5 Mio. $
|
+19,5 Mio. $
|
+725.758
|
+113 %
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
36,1 Mio. $
|
+2,58 Mio. $
|
+96.155
|
+8 %
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
33,4 Mio. $
|
+2,71 Mio. $
|
+101.079
|
+9 %
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
33,2 Mio. $
|
-3,25 Mio. $
|
-120.926
|
-9 %
|
|
|
22
|
EnRich Financial Partners
Madison,
Wisconsin
|
32,1 Mio. $
|
+1,38 Mio. $
|
+51.266
|
+5 %
|
|
|
23
|
Oakwell Private Wealth Management
Austin,
Texas
|
31,8 Mio. $
|
-1,53 Mio. $
|
-57.094
|
-5 %
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
31,7 Mio. $
|
+2,09 Mio. $
|
+77.782
|
+8 %
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
30,7 Mio. $
|
+3 Mio. $
|
+111.827
|
+12 %
|
|
