|
1
|
Forum Financial Management
Lombard,
Illinois
|
439 Mio. $
|
+6,74 Mio. $
|
+253.481
|
+2 %
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
172 Mio. $
|
+15 Mio. $
|
+563.789
|
+10 %
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
168 Mio. $
|
+17,8 Mio. $
|
+667.645
|
+12 %
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
162 Mio. $
|
+25,7 Mio. $
|
+968.176
|
+19 %
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
130 Mio. $
|
+4,34 Mio. $
|
+163.149
|
+3 %
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
118 Mio. $
|
+8,35 Mio. $
|
+314.204
|
+8 %
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
111 Mio. $
|
+72,7 Mio. $
|
+2.735.103
|
+186 %
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
76,5 Mio. $
|
+3,33 Mio. $
|
+125.400
|
+5 %
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
66,2 Mio. $
|
+1,23 Mio. $
|
+46.292
|
+2 %
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
64,5 Mio. $
|
+2,65 Mio. $
|
+99.698
|
+4 %
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
51,7 Mio. $
|
+5,59 Mio. $
|
+210.355
|
+12 %
|
|
|
12
|
Heritage Financial Services
Westwood,
Massachusetts
|
49,3 Mio. $
|
-14,9 Mio. $
|
-559.983
|
-23 %
|
|
|
13
|
LPL Financial
San Diego,
California
|
47,3 Mio. $
|
+5,53 Mio. $
|
+208.055
|
+13 %
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
47,1 Mio. $
|
-504.555 $
|
-18.977
|
-1 %
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
46,3 Mio. $
|
+2,8 Mio. $
|
+105.384
|
+6 %
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
45,2 Mio. $
|
+19,8 Mio. $
|
+746.412
|
+78 %
|
|
|
17
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
43,3 Mio. $
|
+9,07 Mio. $
|
+341.161
|
+26 %
|
|
|
18
|
Hill Investment Group Partners
St. Louis,
Missouri
|
42,6 Mio. $
|
-736.107 $
|
-27.686
|
-2 %
|
|
|
19
|
Wealthstream Advisors
New York
|
39,2 Mio. $
|
+1,35 Mio. $
|
+50.936
|
+4 %
|
|
|
20
|
|
37,6 Mio. $
|
+37,8 Mio. $
|
+1.420.387
|
Neu
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
35,3 Mio. $
|
+447.391 $
|
+16.827
|
+1 %
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
34,5 Mio. $
|
+3,32 Mio. $
|
+124.747
|
+11 %
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
34,2 Mio. $
|
-10 Mio. $
|
-376.658
|
-23 %
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
33,9 Mio. $
|
-1,07 Mio. $
|
-40.160
|
-3 %
|
|
|
25
|
EnRich Financial Partners
Madison,
Wisconsin
|
33,2 Mio. $
|
+1,92 Mio. $
|
+72.054
|
+6 %
|
|
