|
1
|
Forum Financial Management
Lombard,
Illinois
|
$403M
|
-$19.7M
|
-749,866
|
-5%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$146M
|
+$10.5M
|
+398,975
|
+8%
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
$113M
|
+$4.09M
|
+155,933
|
+4%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$106M
|
+$1.98M
|
+75,491
|
+2%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$106M
|
+$20.5M
|
+783,290
|
+25%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$91.9M
|
+$19.1M
|
+730,004
|
+27%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$65.5M
|
-$26.9M
|
-1,027,079
|
-30%
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
$60M
|
+$1.61M
|
+61,331
|
+3%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$58.9M
|
+$4.11M
|
+156,787
|
+8%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$58.7M
|
+$1.86M
|
+70,948
|
+3%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$53.9M
|
+$1.81M
|
+68,992
|
+4%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$50.6M
|
+$1.1M
|
+41,897
|
+2%
|
|
|
13
|
|
$49.5M
|
+$3.33M
|
+126,948
|
+7%
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
$44.9M
|
+$1.21M
|
+46,092
|
+3%
|
|
|
15
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$42M
|
+$1.1M
|
+42,094
|
+3%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$39.4M
|
+$2.45M
|
+93,360
|
+7%
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
$35.4M
|
+$3.75M
|
+143,055
|
+12%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$34.8M
|
+$17.4M
|
+662,455
|
+104%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$34.4M
|
+$7.96M
|
+303,741
|
+31%
|
|
|
20
|
Oakwell Private Wealth Management
Austin,
Texas
|
$31.8M
|
+$2.49M
|
+94,857
|
+9%
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
$31.8M
|
+$1.55M
|
+58,993
|
+5%
|
|
|
22
|
EnRich Financial Partners
Madison,
Wisconsin
|
$29.1M
|
+$605K
|
+23,094
|
+2%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$29M
|
+$3.11M
|
+118,671
|
+12%
|
|
|
24
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$28.9M
|
-$5.14M
|
-196,250
|
-15%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$28M
|
+$2.77M
|
+105,849
|
+12%
|
|
