|
1
|
Forum Financial Management
Lombard,
Illinois
|
$4.03億
|
-$1966万
|
-749,866
|
-5%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$1.46億
|
+$1046万
|
+398,975
|
+8%
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.13億
|
+$409万
|
+155,933
|
+4%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$1.06億
|
+$198万
|
+75,491
|
+2%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.06億
|
+$2053万
|
+783,290
|
+25%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$9187万
|
+$1914万
|
+730,004
|
+27%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$6555万
|
-$2693万
|
-1,027,079
|
-30%
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
$5998万
|
+$161万
|
+61,331
|
+3%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$5889万
|
+$411万
|
+156,787
|
+8%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$5871万
|
+$186万
|
+70,948
|
+3%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$5389万
|
+$181万
|
+68,992
|
+4%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5060万
|
+$110万
|
+41,897
|
+2%
|
|
|
13
|
|
$4945万
|
+$333万
|
+126,948
|
+7%
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
$4489万
|
+$121万
|
+46,092
|
+3%
|
|
|
15
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$4198万
|
+$110万
|
+42,094
|
+3%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3941万
|
+$245万
|
+93,360
|
+7%
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
$3537万
|
+$375万
|
+143,055
|
+12%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$3475万
|
+$1737万
|
+662,455
|
+104%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3442万
|
+$796万
|
+303,741
|
+31%
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
$3176万
|
+$249万
|
+94,857
|
+9%
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
$3175万
|
+$155万
|
+58,993
|
+5%
|
|
|
22
|
EnRich Financial Partners
Madison,
Wisconsin
|
$2910万
|
+$60.5万
|
+23,094
|
+2%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2901万
|
+$311万
|
+118,671
|
+12%
|
|
|
24
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$2893万
|
-$514万
|
-196,250
|
-15%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$2802万
|
+$277万
|
+105,849
|
+12%
|
|
