|
1
|
Forum Financial Management
Lombard,
Illinois
|
498 Mio. $
|
+5,73 Mio. $
|
+208.400
|
+1 %
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
196 Mio. $
|
+2,65 Mio. $
|
+96.565
|
+1 %
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
191 Mio. $
|
+2,5 Mio. $
|
+91.033
|
+1 %
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
179 Mio. $
|
-2,62 Mio. $
|
-95.418
|
-2 %
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
137 Mio. $
|
+11,7 Mio. $
|
+424.489
|
+10 %
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
133 Mio. $
|
-11,4 Mio. $
|
-414.142
|
-8 %
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
109 Mio. $
|
-21,7 Mio. $
|
-790.593
|
-18 %
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
82,4 Mio. $
|
-3,13 Mio. $
|
-113.795
|
-4 %
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
74 Mio. $
|
-267.915 $
|
-9.745
|
-0,4 %
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
71,8 Mio. $
|
-440.376 $
|
-16.018
|
-0,7 %
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
58,4 Mio. $
|
+420.802 $
|
+15.306
|
+0,8 %
|
|
|
12
|
MASECO Private Wealth
London,
|
55,6 Mio. $
|
+51,5 Mio. $
|
+1.874.702
|
Neu
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
54,5 Mio. $
|
+1,52 Mio. $
|
+55.238
|
+3 %
|
|
|
14
|
Heritage Financial Services
Westwood,
Massachusetts
|
54,2 Mio. $
|
-984.098 $
|
-35.795
|
-2 %
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
54 Mio. $
|
+1,92 Mio. $
|
+69.877
|
+4 %
|
|
|
16
|
LPL Financial
San Diego,
California
|
53,9 Mio. $
|
+751.510 $
|
+27.335
|
+2 %
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
51,2 Mio. $
|
+10,7 Mio. $
|
+387.637
|
+29 %
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
47,8 Mio. $
|
-692.154 $
|
-25.176
|
-2 %
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
45,8 Mio. $
|
+14,1 Mio. $
|
+512.237
|
+50 %
|
|
|
20
|
Wealthstream Advisors
New York
|
43,9 Mio. $
|
-125.119 $
|
-4.551
|
-0,3 %
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
43,2 Mio. $
|
-4,22 Mio. $
|
-153.385
|
-10 %
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
41,7 Mio. $
|
+2,77 Mio. $
|
+100.599
|
+8 %
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
40,2 Mio. $
|
+34.036 $
|
+1.238
|
+0,1 %
|
|
|
24
|
EnRich Financial Partners
Madison,
Wisconsin
|
37,5 Mio. $
|
+261.592 $
|
+9.515
|
+0,8 %
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
36,6 Mio. $
|
+1,19 Mio. $
|
+43.228
|
+4 %
|
|
