|
1
|
Forum Financial Management
Lombard,
Illinois
|
$641M
|
-$25M
|
-636,651
|
-4%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$402M
|
+$34.8M
|
+884,730
|
+10%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$359M
|
+$44.1M
|
+1,121,790
|
+15%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$215M
|
-$1.82M
|
-46,241
|
-0.9%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$202M
|
-$12.7M
|
-322,353
|
-6%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$178M
|
+$5.84M
|
+148,694
|
+4%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$131M
|
+$4.14M
|
+105,412
|
+3%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$130M
|
+$4.69M
|
+119,364
|
+4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$130M
|
-$1.1M
|
-27,930
|
-0.9%
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
$106M
|
-$2.95M
|
-75,055
|
-3%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$100M
|
-$845K
|
-21,511
|
-0.9%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$95.2M
|
-$184M
|
-4,694,207
|
-67%
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
$94.8M
|
+$835K
|
+21,243
|
+0.9%
|
|
|
14
|
MASECO Private Wealth
London,
|
$93.8M
|
+$2.41M
|
+61,342
|
+3%
|
|
|
15
|
Evensky & Katz
Coral Gables,
Florida
|
$92.9M
|
-$3.01M
|
-76,506
|
-3%
|
|
|
16
|
Greenspring Advisors
Towson,
Maryland
|
$92.5M
|
-$1.55M
|
-39,353
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$92.1M
|
+$8.26M
|
+210,336
|
+10%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$87.7M
|
-$3.83M
|
-97,415
|
-4%
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
$79.4M
|
-$753K
|
-19,165
|
-1%
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
$77.5M
|
+$3.94M
|
+100,340
|
+6%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$72.9M
|
+$2.18M
|
+55,552
|
+3%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$72.2M
|
+$1.26M
|
+32,069
|
+2%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$65.3M
|
+$373K
|
+9,486
|
+0.6%
|
|
|
24
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$64M
|
-$2.91M
|
-74,023
|
-4%
|
|
|
25
|
Symmetry Partners
Glastonbury,
Connecticut
|
$60.5M
|
+$606K
|
+15,417
|
+1%
|
|
