|
1
|
Forum Financial Management
Lombard,
Illinois
|
$403M
|
+$6.5M
|
+262,044
|
+2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$129M
|
+$10.1M
|
+407,518
|
+9%
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
$104M
|
+$17.6M
|
+710,028
|
+21%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$99.1M
|
-$2.9M
|
-116,954
|
-3%
|
|
|
5
|
Parcion Private Wealth
Bellevue,
Washington
|
$88.7M
|
+$3.1M
|
+125,014
|
+4%
|
|
|
6
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$81M
|
+$32.4M
|
+1,307,344
|
+70%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$69M
|
+$36.7M
|
+1,481,085
|
+121%
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
$55.6M
|
+$54.1M
|
+2,182,550
|
New
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$54.2M
|
+$2.18M
|
+88,069
|
+4%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$52.2M
|
+$3.6M
|
+145,090
|
+8%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$49.6M
|
-$22.8M
|
-918,445
|
-32%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$47.2M
|
+$1.59M
|
+64,179
|
+4%
|
|
|
13
|
|
$43.9M
|
+$33.5M
|
+1,352,755
|
+365%
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
$41.6M
|
+$1.35M
|
+54,519
|
+3%
|
|
|
15
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$39.1M
|
+$62.3K
|
+2,513
|
+0.2%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$34M
|
+$1.81M
|
+73,081
|
+6%
|
|
|
17
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$32.6M
|
+$1.15M
|
+46,261
|
+4%
|
|
|
18
|
JMG Financial Group
Downers Grove,
Illinois
|
$30.1M
|
+$4.36M
|
+175,909
|
+18%
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
$28.8M
|
+$514K
|
+20,746
|
+2%
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
$27.9M
|
+$3.62M
|
+145,975
|
+15%
|
|
|
21
|
EnRich Financial Partners
Madison,
Wisconsin
|
$27.2M
|
+$2.04M
|
+82,386
|
+8%
|
|
|
22
|
Your Advocates Ltd
Houston,
Texas
|
$26.6M
|
-$2.14M
|
-86,165
|
-8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$25.1M
|
+$1.39M
|
+55,976
|
+6%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24.6M
|
+$1.83M
|
+73,881
|
+8%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$23.9M
|
+$2.83M
|
+114,347
|
+14%
|
|
