|
1
|
Forum Financial Management
Lombard,
Illinois
|
$3.44億
|
+$1.32億
|
+5,430,907
|
+62%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.42億
|
+$1.78億
|
+7,340,194
|
+109%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$3.15億
|
+$1.75億
|
+7,214,274
|
+125%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$1.38億
|
+$32.2万
|
+13,233
|
+0.2%
|
|
|
5
|
|
$1.28億
|
+$1.16億
|
+4,771,773
|
+946%
|
|
|
6
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.02億
|
+$422万
|
+173,494
|
+4%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$9346万
|
+$211万
|
+86,763
|
+2%
|
|
|
8
|
Summit Financial Strategies
Columbus,
Ohio
|
$8022万
|
-$13.1万
|
-5,392
|
-0.2%
|
|
|
9
|
RW Investment Management
Eagle,
Idaho
|
$7750万
|
+$2101万
|
+864,141
|
+37%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5367万
|
+$356万
|
+146,545
|
+7%
|
|
|
11
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$5211万
|
-$377万
|
-155,125
|
-7%
|
|
|
12
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4645万
|
+$201万
|
+82,796
|
+5%
|
|
|
13
|
Bridgeworth
Birmingham,
Alabama
|
$4470万
|
+$1295万
|
+532,726
|
+41%
|
|
|
14
|
AWM Capital
Phoenix,
Arizona
|
$4257万
|
+$255万
|
+104,872
|
+6%
|
|
|
15
|
Truepoint Inc
Cincinnati,
Ohio
|
$4210万
|
-$95.2万
|
-39,153
|
-2%
|
|
|
16
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$4001万
|
+$578万
|
+237,651
|
+17%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3555万
|
+$523万
|
+215,006
|
+17%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3246万
|
-$8.09万
|
-3,327
|
-0.2%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$3208万
|
+$198万
|
+81,230
|
+7%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$3014万
|
-$15.9万
|
-6,526
|
-0.5%
|
|
|
21
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$2838万
|
+$82.9万
|
+34,080
|
+3%
|
|
|
22
|
Kooman & Associates
Altoona,
Pennsylvania
|
$2814万
|
+$212万
|
+87,115
|
+8%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$2772万
|
+$35.4万
|
+14,566
|
+1%
|
|
|
24
|
Cannon Financial Strategists
Athens,
Georgia
|
$2671万
|
+$2637万
|
+1,084,546
|
+6,656%
|
|
|
25
|
Your Advocates Ltd
Houston,
Texas
|
$2665万
|
+$103万
|
+42,384
|
+4%
|
|
