|
1
|
Forum Financial Management
Lombard,
Illinois
|
$316M
|
+$33.9M
|
+1,400,129
|
+12%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$103M
|
+$9.62M
|
+397,797
|
+10%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$75.9M
|
-$1.75M
|
-72,364
|
-2%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$69.9M
|
+$7.83M
|
+323,873
|
+12%
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
$56M
|
+$4.57M
|
+188,835
|
+9%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$46.3M
|
+$2.37M
|
+97,903
|
+5%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$46.1M
|
-$2.02M
|
-83,424
|
-4%
|
|
|
8
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$40M
|
+$2.26M
|
+93,464
|
+6%
|
|
|
9
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$35.3M
|
+$4.06M
|
+167,781
|
+12%
|
|
|
10
|
RW Investment Management
Eagle,
Idaho
|
$32.8M
|
+$5.36M
|
+221,679
|
+19%
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
$28.3M
|
+$818K
|
+33,828
|
+3%
|
|
|
12
|
Total Wealth Planning
Cincinnati,
Ohio
|
$24.9M
|
+$3.3M
|
+136,410
|
+15%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$23.9M
|
+$1.8M
|
+74,291
|
+8%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$22.6M
|
+$22.2M
|
+917,785
|
+1,806%
|
|
|
15
|
Parcion Private Wealth
Bellevue,
Washington
|
$21.7M
|
+$1.58M
|
+65,214
|
+8%
|
|
|
16
|
Bridgeworth
Birmingham,
Alabama
|
$19.8M
|
+$3.05M
|
+126,056
|
+17%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$1.85M
|
+76,343
|
+10%
|
|
|
18
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$18.8M
|
+$1.55M
|
+64,097
|
+9%
|
|
|
19
|
Oakwell Private Wealth Management
Austin,
Texas
|
$18.6M
|
+$2.2M
|
+90,835
|
+13%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.6M
|
+$2.1M
|
+86,697
|
+13%
|
|
|
21
|
Kooman & Associates
Altoona,
Pennsylvania
|
$17.3M
|
+$397K
|
+16,427
|
+2%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$17.1M
|
+$7.97M
|
+329,798
|
+81%
|
|
|
23
|
Seaside Wealth Management
Carlsbad,
California
|
$16.1M
|
+$963K
|
+39,837
|
+6%
|
|
|
24
|
Burton Enright Welch
Walnut Creek,
California
|
$15.9M
|
+$1.82M
|
+75,344
|
+12%
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$15.4M
|
+$9.74M
|
+402,634
|
+155%
|
|
