|
1
|
Forum Financial Management
Lombard,
Illinois
|
553 Mio. $
|
+13,8 Mio. $
|
+447.872
|
+3 %
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
236 Mio. $
|
+28 Mio. $
|
+907.511
|
+14 %
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
196 Mio. $
|
+47.131 $
|
+1.527
|
+0 %
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
185 Mio. $
|
-25,9 Mio. $
|
-837.514
|
-13 %
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
157 Mio. $
|
+7,89 Mio. $
|
+255.616
|
+6 %
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
142 Mio. $
|
-1,69 Mio. $
|
-54.779
|
-1 %
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
118 Mio. $
|
-337.512 $
|
-10.935
|
-0,3 %
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
88 Mio. $
|
-973.276 $
|
-31.533
|
-1 %
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
82,6 Mio. $
|
+2,58 Mio. $
|
+83.483
|
+3 %
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
77,9 Mio. $
|
+277.170 $
|
+8.980
|
+0,4 %
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
65,7 Mio. $
|
+2,48 Mio. $
|
+80.422
|
+4 %
|
|
|
12
|
MASECO Private Wealth
London,
|
63,7 Mio. $
|
+3,42 Mio. $
|
+110.658
|
+6 %
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
63 Mio. $
|
+3,95 Mio. $
|
+128.132
|
+7 %
|
|
|
14
|
LPL Financial
San Diego,
California
|
61,2 Mio. $
|
+2,85 Mio. $
|
+92.463
|
+5 %
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
61,1 Mio. $
|
+24,4 Mio. $
|
+788.994
|
+71 %
|
|
|
16
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
59,7 Mio. $
|
+7,75 Mio. $
|
+251.222
|
+16 %
|
|
|
17
|
Total Wealth Planning
Cincinnati,
Ohio
|
59,1 Mio. $
|
+796.880 $
|
+25.818
|
+1 %
|
|
|
18
|
Heritage Financial Services
Westwood,
Massachusetts
|
57,4 Mio. $
|
-1,1 Mio. $
|
-35.632
|
-2 %
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
57 Mio. $
|
+1,7 Mio. $
|
+54.981
|
+3 %
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
50,6 Mio. $
|
+1,13 Mio. $
|
+36.738
|
+2 %
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
50,2 Mio. $
|
+4,99 Mio. $
|
+161.821
|
+12 %
|
|
|
22
|
Wealthstream Advisors
New York
|
47,7 Mio. $
|
+314.980 $
|
+10.205
|
+0,7 %
|
|
|
23
|
Hill Investment Group Partners
St. Louis,
Missouri
|
46,3 Mio. $
|
-332.080 $
|
-10.759
|
-0,7 %
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
43,6 Mio. $
|
+3,94 Mio. $
|
+127.589
|
+10 %
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
43,4 Mio. $
|
-759.039 $
|
-24.592
|
-2 %
|
|
