|
1
|
Forum Financial Management
Lombard,
Illinois
|
$388M
|
+$47.7M
|
+2,016,884
|
+15%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$116M
|
+$5.65M
|
+238,906
|
+5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$100M
|
+$17.7M
|
+749,739
|
+23%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$84.1M
|
+$8.68M
|
+367,189
|
+12%
|
|
|
5
|
Parcion Private Wealth
Bellevue,
Washington
|
$83.7M
|
+$57.3M
|
+2,422,609
|
+260%
|
|
|
6
|
Carlson Capital Management
Northfield,
Minnesota
|
$71.5M
|
+$11M
|
+463,096
|
+19%
|
|
|
7
|
Evensky & Katz
Coral Gables,
Florida
|
$50.9M
|
+$1.41M
|
+59,432
|
+3%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$47.4M
|
-$2.02M
|
-85,464
|
-4%
|
|
|
9
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$46.7M
|
+$28.6M
|
+1,207,337
|
+182%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$44.6M
|
+$1.69M
|
+71,358
|
+4%
|
|
|
11
|
RW Investment Management
Eagle,
Idaho
|
$39.4M
|
+$4.05M
|
+171,056
|
+12%
|
|
|
12
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$38.2M
|
+$419K
|
+17,722
|
+1%
|
|
|
13
|
Total Wealth Planning
Cincinnati,
Ohio
|
$31.5M
|
+$4.55M
|
+192,551
|
+18%
|
|
|
14
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$30.8M
|
+$29.1M
|
+1,232,345
|
New
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$30.6M
|
+$11.6M
|
+490,969
|
+67%
|
|
|
16
|
Your Advocates Ltd
Houston,
Texas
|
$28.2M
|
-$1.94M
|
-81,955
|
-7%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$27.7M
|
+$1.98M
|
+83,856
|
+8%
|
|
|
18
|
JMG Financial Group
Downers Grove,
Illinois
|
$25.1M
|
+$9.75M
|
+412,284
|
+70%
|
|
|
19
|
EnRich Financial Partners
Madison,
Wisconsin
|
$24.5M
|
+$23.3M
|
+983,200
|
New
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
$23.6M
|
+$3.53M
|
+149,089
|
+19%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$23.2M
|
+$2.46M
|
+104,096
|
+13%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$22.3M
|
+$3.3M
|
+139,554
|
+19%
|
|
|
23
|
Bridgeworth
Birmingham,
Alabama
|
$21.5M
|
+$232K
|
+9,825
|
+1%
|
|
|
24
|
Kooman & Associates
Altoona,
Pennsylvania
|
$19.9M
|
+$1.32M
|
+55,653
|
+8%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$19.7M
|
+$14.2M
|
+602,252
|
+297%
|
|
