|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$ 292 mi
|
+US$ 141 mi
|
+5.956.937
|
+96%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
US$ 96,7 mi
|
+US$ 9,6 mi
|
+404.374
|
+11%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
US$ 80,1 mi
|
+US$ 3,21 mi
|
+135.382
|
+4%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
US$ 64,4 mi
|
+US$ 4,07 mi
|
+171.380
|
+7%
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
US$ 53,2 mi
|
+US$ 5,32 mi
|
+224.121
|
+11%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
US$ 49,6 mi
|
+US$ 576 mil
|
+24.284
|
+1%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
US$ 45,4 mi
|
+US$ 4,18 mi
|
+176.169
|
+10%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$ 39 mi
|
+US$ 3 mi
|
+126.606
|
+8%
|
|
|
9
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$ 32,4 mi
|
+US$ 3,72 mi
|
+156.893
|
+13%
|
|
|
10
|
RW Investment Management
Eagle,
Idaho
|
US$ 28,5 mi
|
+US$ 8,2 mi
|
+345.458
|
+41%
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
US$ 28,4 mi
|
+US$ 2,09 mi
|
+87.892
|
+8%
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
US$ 24,6 mi
|
+US$ 1,66 mi
|
+70.073
|
+7%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
US$ 22,8 mi
|
+US$ 1,17 mi
|
+49.178
|
+5%
|
|
|
14
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$ 22,4 mi
|
+US$ 2,96 mi
|
+124.910
|
+15%
|
|
|
15
|
Parcion Private Wealth
Bellevue,
Washington
|
US$ 20,8 mi
|
+US$ 20,6 mi
|
+866.493
|
Nova
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$ 18 mi
|
+US$ 2,98 mi
|
+125.628
|
+20%
|
|
|
17
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
US$ 17,9 mi
|
+US$ 1,13 mi
|
+47.740
|
+7%
|
|
|
18
|
Bridgeworth
Birmingham,
Alabama
|
US$ 17,4 mi
|
+US$ 5,76 mi
|
+242.885
|
+50%
|
|
|
19
|
Kooman & Associates
Altoona,
Pennsylvania
|
US$ 17,4 mi
|
+US$ 1,4 mi
|
+59.094
|
+9%
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
US$ 17 mi
|
+US$ 3,05 mi
|
+128.391
|
+22%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$ 16 mi
|
+US$ 2,98 mi
|
+125.571
|
+23%
|
|
|
22
|
Seaside Wealth Management
Carlsbad,
California
|
US$ 15,6 mi
|
+US$ 15,4 mi
|
+650.483
|
Nova
|
|
|
23
|
Wealthstream Advisors
New York
|
US$ 14,7 mi
|
+US$ 506 mil
|
+21.313
|
+4%
|
|
|
24
|
Burton Enright Welch
Walnut Creek,
California
|
US$ 14,5 mi
|
+US$ 2,29 mi
|
+96.548
|
+19%
|
|
|
25
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$ 13,8 mi
|
+US$ 497 mil
|
+20.945
|
+4%
|
|
