|
1
|
Forum Financial Management
Lombard,
Illinois
|
USD 498 M
|
+USD 5.73 M
|
+208,400
|
+1%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
USD 196 M
|
+USD 2.65 M
|
+96,565
|
+1%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 191 M
|
+USD 2.5 M
|
+91,033
|
+1%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
USD 179 M
|
-USD 2.62 M
|
-95,418
|
-2%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
USD 137 M
|
+USD 11.7 M
|
+424,489
|
+10%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
USD 133 M
|
-USD 11.4 M
|
-414,142
|
-8%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
USD 109 M
|
-USD 21.7 M
|
-790,593
|
-18%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
USD 82.4 M
|
-USD 3.13 M
|
-113,795
|
-4%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
USD 74 M
|
-USD 268 k
|
-9,745
|
-0.4%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
USD 71.8 M
|
-USD 440 k
|
-16,018
|
-0.7%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
USD 58.4 M
|
+USD 421 k
|
+15,306
|
+0.8%
|
|
|
12
|
MASECO Private Wealth
London,
|
USD 55.6 M
|
+USD 51.5 M
|
+1,874,702
|
Nuevas
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
USD 54.5 M
|
+USD 1.52 M
|
+55,238
|
+3%
|
|
|
14
|
Heritage Financial Services
Westwood,
Massachusetts
|
USD 54.2 M
|
-USD 984 k
|
-35,795
|
-2%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
USD 54 M
|
+USD 1.92 M
|
+69,877
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
USD 53.9 M
|
+USD 752 k
|
+27,335
|
+2%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
USD 51.2 M
|
+USD 10.7 M
|
+387,637
|
+29%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
USD 47.8 M
|
-USD 692 k
|
-25,176
|
-2%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
USD 45.8 M
|
+USD 14.1 M
|
+512,237
|
+50%
|
|
|
20
|
Wealthstream Advisors
New York
|
USD 43.9 M
|
-USD 125 k
|
-4,551
|
-0.3%
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
USD 43.2 M
|
-USD 4.22 M
|
-153,385
|
-10%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 41.7 M
|
+USD 2.77 M
|
+100,599
|
+8%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
USD 40.2 M
|
+USD 34 k
|
+1,238
|
+0.1%
|
|
|
24
|
EnRich Financial Partners
Madison,
Wisconsin
|
USD 37.5 M
|
+USD 262 k
|
+9,515
|
+0.8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 36.6 M
|
+USD 1.19 M
|
+43,228
|
+4%
|
|
