|
1
|
Forum Financial Management
Lombard,
Illinois
|
$438M
|
+$13.2M
|
+493,339
|
+3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$162M
|
+$8.1M
|
+301,644
|
+6%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$132M
|
+$126M
|
+4,678,596
|
New
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$125M
|
+$5.48M
|
+204,097
|
+5%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$112M
|
+$751K
|
+27,961
|
+0.7%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$111M
|
+$13.8M
|
+514,198
|
+15%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$73.7M
|
+$4.47M
|
+166,521
|
+7%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$67M
|
+$4.72M
|
+175,855
|
+8%
|
|
|
9
|
Heritage Financial Services
Westwood,
Massachusetts
|
$65.5M
|
+$2.27M
|
+84,454
|
+4%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$64.2M
|
+$2.23M
|
+82,957
|
+4%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$62.9M
|
+$5.85M
|
+218,047
|
+11%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$52M
|
-$1.23M
|
-45,813
|
-2%
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
$48.8M
|
+$1.48M
|
+55,247
|
+3%
|
|
|
14
|
JMG Financial Group
Downers Grove,
Illinois
|
$43.6M
|
+$6.08M
|
+226,291
|
+17%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
$43.3M
|
+$2.99M
|
+111,287
|
+8%
|
|
|
16
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$42.3M
|
+$41.2K
|
+1,533
|
+0.1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$39.4M
|
+$2.99M
|
+111,371
|
+9%
|
|
|
18
|
Wealthstream Advisors
New York
|
$38.5M
|
+$19.5M
|
+725,758
|
+113%
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
$36.1M
|
+$2.58M
|
+96,155
|
+8%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$33.4M
|
+$2.71M
|
+101,079
|
+9%
|
|
|
21
|
Savant Capital
Rockford,
Illinois
|
$33.2M
|
-$3.25M
|
-120,926
|
-9%
|
|
|
22
|
EnRich Financial Partners
Madison,
Wisconsin
|
$32.1M
|
+$1.38M
|
+51,266
|
+5%
|
|
|
23
|
Oakwell Private Wealth Management
Austin,
Texas
|
$31.8M
|
-$1.53M
|
-57,094
|
-5%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$31.7M
|
+$2.09M
|
+77,782
|
+8%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30.7M
|
+$3M
|
+111,827
|
+12%
|
|
