|
1
|
Forum Financial Management
Lombard,
Illinois
|
$439M
|
+$6.74M
|
+253,481
|
+2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$172M
|
+$15M
|
+563,789
|
+10%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$168M
|
+$17.8M
|
+667,645
|
+12%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$162M
|
+$25.7M
|
+968,176
|
+19%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$130M
|
+$4.34M
|
+163,149
|
+3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$118M
|
+$8.35M
|
+314,204
|
+8%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$111M
|
+$72.7M
|
+2,735,103
|
+186%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$76.5M
|
+$3.33M
|
+125,400
|
+5%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$66.2M
|
+$1.23M
|
+46,292
|
+2%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$64.5M
|
+$2.65M
|
+99,698
|
+4%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
$51.7M
|
+$5.59M
|
+210,355
|
+12%
|
|
|
12
|
Heritage Financial Services
Westwood,
Massachusetts
|
$49.3M
|
-$14.9M
|
-559,983
|
-23%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$47.3M
|
+$5.53M
|
+208,055
|
+13%
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
$47.1M
|
-$505K
|
-18,977
|
-1%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
$46.3M
|
+$2.8M
|
+105,384
|
+6%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$45.2M
|
+$19.8M
|
+746,412
|
+78%
|
|
|
17
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$43.3M
|
+$9.07M
|
+341,161
|
+26%
|
|
|
18
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$42.6M
|
-$736K
|
-27,686
|
-2%
|
|
|
19
|
Wealthstream Advisors
New York
|
$39.2M
|
+$1.35M
|
+50,936
|
+4%
|
|
|
20
|
|
$37.6M
|
+$37.8M
|
+1,420,387
|
New
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
$35.3M
|
+$447K
|
+16,827
|
+1%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.5M
|
+$3.32M
|
+124,747
|
+11%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$34.2M
|
-$10M
|
-376,658
|
-23%
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$33.9M
|
-$1.07M
|
-40,160
|
-3%
|
|
|
25
|
EnRich Financial Partners
Madison,
Wisconsin
|
$33.2M
|
+$1.92M
|
+72,054
|
+6%
|
|
