|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$ 498 mi
|
+US$ 5,73 mi
|
+208.400
|
+1%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
US$ 196 mi
|
+US$ 2,65 mi
|
+96.565
|
+1%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$ 191 mi
|
+US$ 2,5 mi
|
+91.033
|
+1%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$ 179 mi
|
-US$ 2,62 mi
|
-95.418
|
-2%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$ 137 mi
|
+US$ 11,7 mi
|
+424.489
|
+10%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
US$ 133 mi
|
-US$ 11,4 mi
|
-414.142
|
-8%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
US$ 109 mi
|
-US$ 21,7 mi
|
-790.593
|
-18%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
US$ 82,4 mi
|
-US$ 3,13 mi
|
-113.795
|
-4%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
US$ 74 mi
|
-US$ 268 mil
|
-9.745
|
-0,4%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
US$ 71,8 mi
|
-US$ 440 mil
|
-16.018
|
-0,7%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
US$ 58,4 mi
|
+US$ 421 mil
|
+15.306
|
+0,8%
|
|
|
12
|
MASECO Private Wealth
London,
|
US$ 55,6 mi
|
+US$ 51,5 mi
|
+1.874.702
|
Nova
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
US$ 54,5 mi
|
+US$ 1,52 mi
|
+55.238
|
+3%
|
|
|
14
|
Heritage Financial Services
Westwood,
Massachusetts
|
US$ 54,2 mi
|
-US$ 984 mil
|
-35.795
|
-2%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$ 54 mi
|
+US$ 1,92 mi
|
+69.877
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$ 53,9 mi
|
+US$ 752 mil
|
+27.335
|
+2%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
US$ 51,2 mi
|
+US$ 10,7 mi
|
+387.637
|
+29%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$ 47,8 mi
|
-US$ 692 mil
|
-25.176
|
-2%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
US$ 45,8 mi
|
+US$ 14,1 mi
|
+512.237
|
+50%
|
|
|
20
|
Wealthstream Advisors
New York
|
US$ 43,9 mi
|
-US$ 125 mil
|
-4.551
|
-0,3%
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$ 43,2 mi
|
-US$ 4,22 mi
|
-153.385
|
-10%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$ 41,7 mi
|
+US$ 2,77 mi
|
+100.599
|
+8%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
US$ 40,2 mi
|
+US$ 34 mil
|
+1.238
|
+0,1%
|
|
|
24
|
EnRich Financial Partners
Madison,
Wisconsin
|
US$ 37,5 mi
|
+US$ 262 mil
|
+9.515
|
+0,8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 36,6 mi
|
+US$ 1,19 mi
|
+43.228
|
+4%
|
|
