|
1
|
Forum Financial Management
Lombard,
Illinois
|
$428M
|
+$20.7M
|
+761,829
|
+5%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$155M
|
+$4.33M
|
+159,462
|
+3%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$149M
|
+$27.5M
|
+1,012,951
|
+22%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$135M
|
+$32.4M
|
+1,190,478
|
+30%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$124M
|
+$8.35M
|
+307,313
|
+7%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$109M
|
+$4.56M
|
+167,916
|
+4%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$72.4M
|
+$3.98M
|
+146,503
|
+6%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$64.3M
|
+$2.09M
|
+76,965
|
+3%
|
|
|
9
|
Heritage Financial Services
Westwood,
Massachusetts
|
$63.4M
|
+$2.54M
|
+93,568
|
+4%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$61.2M
|
+$1.55M
|
+57,099
|
+3%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$58.6M
|
+$47.1K
|
+1,732
|
+0.1%
|
|
|
12
|
RW Investment Management
Eagle,
Idaho
|
$47.1M
|
+$1.77M
|
+65,059
|
+4%
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
$45.7M
|
+$5.27M
|
+194,087
|
+13%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$43.7M
|
-$4.84M
|
-178,007
|
-10%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
$43M
|
+$2.84M
|
+104,569
|
+7%
|
|
|
16
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$42.9M
|
+$1.6M
|
+58,886
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$41.4M
|
+$4.89M
|
+179,965
|
+13%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$38.6M
|
+$7.78M
|
+286,286
|
+24%
|
|
|
19
|
Wealthstream Advisors
New York
|
$37.5M
|
+$1.75M
|
+64,431
|
+5%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$36.6M
|
+$8.02M
|
+295,252
|
+27%
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
$34.5M
|
+$951K
|
+35,007
|
+3%
|
|
|
22
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$33.9M
|
+$8.56M
|
+314,799
|
+32%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
+$4.12M
|
+151,547
|
+15%
|
|
|
24
|
EnRich Financial Partners
Madison,
Wisconsin
|
$30.9M
|
+$1.11M
|
+40,990
|
+4%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30.9M
|
+$2.64M
|
+96,972
|
+9%
|
|
