|
1
|
Forum Financial Management
Lombard,
Illinois
|
USD 641 M
|
-USD 25 M
|
-636,651
|
-4%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 402 M
|
+USD 34.8 M
|
+884,730
|
+10%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
USD 359 M
|
+USD 44.1 M
|
+1,121,790
|
+15%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
USD 215 M
|
-USD 1.82 M
|
-46,241
|
-0.9%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
USD 202 M
|
-USD 12.7 M
|
-322,353
|
-6%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
USD 178 M
|
+USD 5.84 M
|
+148,694
|
+4%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
USD 131 M
|
+USD 4.14 M
|
+105,412
|
+3%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
USD 130 M
|
+USD 4.69 M
|
+119,364
|
+4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
USD 130 M
|
-USD 1.1 M
|
-27,930
|
-0.9%
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
USD 106 M
|
-USD 2.95 M
|
-75,055
|
-3%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
USD 100 M
|
-USD 845 k
|
-21,511
|
-0.9%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
USD 95.1 M
|
-USD 184 M
|
-4,694,778
|
-67%
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
USD 94.8 M
|
+USD 835 k
|
+21,243
|
+0.9%
|
|
|
14
|
MASECO Private Wealth
London,
|
USD 93.8 M
|
+USD 2.41 M
|
+61,342
|
+3%
|
|
|
15
|
Evensky & Katz
Coral Gables,
Florida
|
USD 92.9 M
|
-USD 3.01 M
|
-76,506
|
-3%
|
|
|
16
|
Greenspring Advisors
Towson,
Maryland
|
USD 92.5 M
|
-USD 1.55 M
|
-39,353
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
USD 92.1 M
|
+USD 8.26 M
|
+210,336
|
+10%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
USD 87.7 M
|
-USD 3.83 M
|
-97,415
|
-4%
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
USD 79.4 M
|
-USD 753 k
|
-19,165
|
-1%
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
USD 77.5 M
|
+USD 3.94 M
|
+100,340
|
+6%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 72.9 M
|
+USD 2.18 M
|
+55,552
|
+3%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
USD 72.2 M
|
+USD 1.26 M
|
+32,069
|
+2%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
USD 65.3 M
|
+USD 373 k
|
+9,486
|
+0.6%
|
|
|
24
|
Sageworth Trust
Lancaster,
Pennsylvania
|
USD 64 M
|
-USD 2.91 M
|
-74,023
|
-4%
|
|
|
25
|
Symmetry Partners
Glastonbury,
Connecticut
|
USD 60.5 M
|
+USD 606 k
|
+15,417
|
+1%
|
|
