|
1
|
Forum Financial Management
Lombard,
Illinois
|
$2.92億
|
+$1.41億
|
+5,956,937
|
+96%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$9667万
|
+$959万
|
+404,374
|
+11%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8008万
|
+$321万
|
+135,382
|
+4%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$6437万
|
+$407万
|
+171,380
|
+7%
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
$5324万
|
+$532万
|
+224,121
|
+11%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
$4958万
|
+$57.6万
|
+24,284
|
+1%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$4544万
|
+$418万
|
+176,169
|
+10%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$3901万
|
+$300万
|
+126,606
|
+8%
|
|
|
9
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$3238万
|
+$372万
|
+156,893
|
+13%
|
|
|
10
|
RW Investment Management
Eagle,
Idaho
|
$2852万
|
+$820万
|
+345,458
|
+41%
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
$2837万
|
+$209万
|
+87,892
|
+8%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2458万
|
+$166万
|
+70,073
|
+7%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$2285万
|
+$117万
|
+49,178
|
+5%
|
|
|
14
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2241万
|
+$296万
|
+124,910
|
+15%
|
|
|
15
|
Parcion Private Wealth
Bellevue,
Washington
|
$2084万
|
+$2056万
|
+866,493
|
新規
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1798万
|
+$298万
|
+125,628
|
+20%
|
|
|
17
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1789万
|
+$113万
|
+47,740
|
+7%
|
|
|
18
|
Bridgeworth
Birmingham,
Alabama
|
$1741万
|
+$576万
|
+242,885
|
+50%
|
|
|
19
|
Kooman & Associates
Altoona,
Pennsylvania
|
$1740万
|
+$140万
|
+59,094
|
+9%
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
$1702万
|
+$305万
|
+128,391
|
+22%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1603万
|
+$298万
|
+125,571
|
+23%
|
|
|
22
|
Seaside Wealth Management
Carlsbad,
California
|
$1564万
|
+$1543万
|
+650,483
|
新規
|
|
|
23
|
Wealthstream Advisors
New York
|
$1468万
|
+$50.6万
|
+21,313
|
+4%
|
|
|
24
|
Burton Enright Welch
Walnut Creek,
California
|
$1455万
|
+$229万
|
+96,548
|
+19%
|
|
|
25
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$1381万
|
+$49.7万
|
+20,945
|
+4%
|
|
