|
1
|
Forum Financial Management
Lombard,
Illinois
|
$146M
|
+$45.1M
|
+1,908,929
|
+45%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$85.3M
|
+$10.4M
|
+441,778
|
+14%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$75.3M
|
+$23.3M
|
+987,365
|
+45%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$59.1M
|
+$4.51M
|
+191,019
|
+8%
|
|
|
5
|
Evensky & Katz
Coral Gables,
Florida
|
$48.1M
|
+$5.93M
|
+251,416
|
+14%
|
|
|
6
|
Carlson Capital Management
Northfield,
Minnesota
|
$46.9M
|
+$13.5M
|
+572,671
|
+40%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$40.4M
|
+$4.31M
|
+182,383
|
+12%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$35.3M
|
+$4.27M
|
+180,782
|
+14%
|
|
|
9
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$28.1M
|
+$6.57M
|
+278,274
|
+31%
|
|
|
10
|
Your Advocates Ltd
Houston,
Texas
|
$25.8M
|
+$25.8M
|
+1,091,777
|
New
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$22.5M
|
+$1.38M
|
+58,501
|
+7%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$21.3M
|
+$3.62M
|
+153,432
|
+21%
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
$19.8M
|
+$5.23M
|
+221,671
|
+36%
|
|
|
14
|
Total Wealth Planning
Cincinnati,
Ohio
|
$19M
|
+$6.31M
|
+267,403
|
+50%
|
|
|
15
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$16.4M
|
+$10.9M
|
+460,999
|
+196%
|
|
|
16
|
Kooman & Associates
Altoona,
Pennsylvania
|
$15.7M
|
+$12.6M
|
+532,222
|
+402%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$14.7M
|
+$14.7M
|
+622,090
|
New
|
|
|
18
|
Wealthstream Advisors
New York
|
$13.9M
|
+$837K
|
+35,452
|
+6%
|
|
|
19
|
Oakwell Private Wealth Management
Austin,
Texas
|
$13.7M
|
+$13.7M
|
+579,199
|
New
|
|
|
20
|
|
$13.5M
|
-$6.77M
|
-286,997
|
-33%
|
|
|
21
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13M
|
+$1.25M
|
+53,038
|
+11%
|
|
|
22
|
BetterWealth
San Jose,
California
|
$12.8M
|
+$496K
|
+21,023
|
+4%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.8M
|
+$12.6M
|
+531,886
|
+5,893%
|
|
|
24
|
Burton Enright Welch
Walnut Creek,
California
|
$12M
|
+$1.34M
|
+56,667
|
+13%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$11.8M
|
-$3.29M
|
-139,375
|
-22%
|
|
