|
1
|
Forum Financial Management
Lombard,
Illinois
|
428 Mio. $
|
+20,7 Mio. $
|
+761.829
|
+5 %
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
155 Mio. $
|
+4,33 Mio. $
|
+159.462
|
+3 %
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
149 Mio. $
|
+27,5 Mio. $
|
+1.012.951
|
+22 %
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
135 Mio. $
|
+32,4 Mio. $
|
+1.190.478
|
+30 %
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
124 Mio. $
|
+8,35 Mio. $
|
+307.313
|
+7 %
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
109 Mio. $
|
+4,56 Mio. $
|
+167.916
|
+4 %
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
72,4 Mio. $
|
+3,98 Mio. $
|
+146.503
|
+6 %
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
64,3 Mio. $
|
+2,09 Mio. $
|
+76.965
|
+3 %
|
|
|
9
|
Heritage Financial Services
Westwood,
Massachusetts
|
63,4 Mio. $
|
+2,54 Mio. $
|
+93.568
|
+4 %
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
61,2 Mio. $
|
+1,55 Mio. $
|
+57.099
|
+3 %
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
58,6 Mio. $
|
+47.072 $
|
+1.732
|
+0,1 %
|
|
|
12
|
RW Investment Management
Eagle,
Idaho
|
47,1 Mio. $
|
+1,77 Mio. $
|
+65.059
|
+4 %
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
45,7 Mio. $
|
+5,27 Mio. $
|
+194.087
|
+13 %
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
43,7 Mio. $
|
-4,84 Mio. $
|
-178.007
|
-10 %
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
43 Mio. $
|
+2,84 Mio. $
|
+104.569
|
+7 %
|
|
|
16
|
Hill Investment Group Partners
St. Louis,
Missouri
|
42,9 Mio. $
|
+1,6 Mio. $
|
+58.886
|
+4 %
|
|
|
17
|
LPL Financial
San Diego,
California
|
41,4 Mio. $
|
+4,89 Mio. $
|
+179.965
|
+13 %
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
38,6 Mio. $
|
+7,78 Mio. $
|
+286.286
|
+24 %
|
|
|
19
|
Wealthstream Advisors
New York
|
37,5 Mio. $
|
+1,75 Mio. $
|
+64.431
|
+5 %
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
36,6 Mio. $
|
+8,02 Mio. $
|
+295.252
|
+27 %
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
34,5 Mio. $
|
+951.413 $
|
+35.007
|
+3 %
|
|
|
22
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
33,9 Mio. $
|
+8,56 Mio. $
|
+314.799
|
+32 %
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
31 Mio. $
|
+4,12 Mio. $
|
+151.547
|
+15 %
|
|
|
24
|
EnRich Financial Partners
Madison,
Wisconsin
|
30,9 Mio. $
|
+1,11 Mio. $
|
+40.990
|
+4 %
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
30,9 Mio. $
|
+2,64 Mio. $
|
+96.972
|
+9 %
|
|
