|
1
|
Forum Financial Management
Lombard,
Illinois
|
582 Mio. $
|
+11,4 Mio. $
|
+347.743
|
+2 %
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
277 Mio. $
|
+32,8 Mio. $
|
+1.004.233
|
+14 %
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
234 Mio. $
|
+43,1 Mio. $
|
+1.319.687
|
+23 %
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
232 Mio. $
|
+32,7 Mio. $
|
+1.001.778
|
+17 %
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
165 Mio. $
|
+18,2 Mio. $
|
+558.080
|
+13 %
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
164 Mio. $
|
+2,59 Mio. $
|
+79.318
|
+2 %
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
124 Mio. $
|
+2,82 Mio. $
|
+86.184
|
+2 %
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
113 Mio. $
|
+99,2 Mio. $
|
+3.036.269
|
+3.692 %
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
93,3 Mio. $
|
+30 Mio. $
|
+917.093
|
+48 %
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
90,9 Mio. $
|
+107.291 $
|
+3.283
|
+0,1 %
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
87,6 Mio. $
|
+34,9 Mio. $
|
+1.068.608
|
+68 %
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
86,5 Mio. $
|
+1,3 Mio. $
|
+39.888
|
+2 %
|
|
|
13
|
Evensky & Katz
Coral Gables,
Florida
|
79,9 Mio. $
|
-453.544 $
|
-13.878
|
-0,6 %
|
|
|
14
|
Greenspring Advisors
Towson,
Maryland
|
76,1 Mio. $
|
+61,4 Mio. $
|
+1.879.297
|
+446 %
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
70,4 Mio. $
|
+2,61 Mio. $
|
+79.871
|
+4 %
|
|
|
16
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
69,2 Mio. $
|
+7,54 Mio. $
|
+230.593
|
+12 %
|
|
|
17
|
MASECO Private Wealth
London,
|
69 Mio. $
|
+3,34 Mio. $
|
+102.319
|
+5 %
|
|
|
18
|
LPL Financial
San Diego,
California
|
66,1 Mio. $
|
+2,98 Mio. $
|
+91.160
|
+5 %
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
59,7 Mio. $
|
+906.206 $
|
+27.729
|
+2 %
|
|
|
20
|
Heritage Financial Services
Westwood,
Massachusetts
|
57,6 Mio. $
|
-1,61 Mio. $
|
-49.235
|
-3 %
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
56,4 Mio. $
|
+28,5 Mio. $
|
+872.151
|
+105 %
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
55,4 Mio. $
|
+54,1 Mio. $
|
+1.656.049
|
+8.803 %
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
55,2 Mio. $
|
+3,37 Mio. $
|
+103.235
|
+7 %
|
|
|
24
|
Sageworth Trust
Lancaster,
Pennsylvania
|
50,9 Mio. $
|
+32,5 Mio. $
|
+995.897
|
+184 %
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
48 Mio. $
|
+243.243 $
|
+7.443
|
+0,5 %
|
|
