|
1
|
Forum Financial Management
Lombard,
Illinois
|
$498M
|
+$5.73M
|
+208,400
|
+1%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$196M
|
+$2.65M
|
+96,565
|
+1%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$191M
|
+$2.5M
|
+91,033
|
+1%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$179M
|
-$2.62M
|
-95,418
|
-2%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$137M
|
+$11.7M
|
+424,489
|
+10%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$133M
|
-$11.4M
|
-414,142
|
-8%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$109M
|
-$21.7M
|
-790,593
|
-18%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$82.4M
|
-$3.13M
|
-113,795
|
-4%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$74M
|
-$268K
|
-9,745
|
-0.4%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$71.8M
|
-$440K
|
-16,018
|
-0.7%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
$58.4M
|
+$421K
|
+15,306
|
+0.8%
|
|
|
12
|
MASECO Private Wealth
London,
|
$55.6M
|
+$51.5M
|
+1,874,702
|
New
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
$54.5M
|
+$1.52M
|
+55,238
|
+3%
|
|
|
14
|
Heritage Financial Services
Westwood,
Massachusetts
|
$54.2M
|
-$984K
|
-35,795
|
-2%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
$54M
|
+$1.92M
|
+69,877
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$53.9M
|
+$752K
|
+27,335
|
+2%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$51.2M
|
+$10.7M
|
+387,637
|
+29%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$47.8M
|
-$692K
|
-25,176
|
-2%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$45.8M
|
+$14.1M
|
+512,237
|
+50%
|
|
|
20
|
Wealthstream Advisors
New York
|
$43.9M
|
-$125K
|
-4,551
|
-0.3%
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$43.2M
|
-$4.22M
|
-153,385
|
-10%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.7M
|
+$2.77M
|
+100,599
|
+8%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$40.2M
|
+$34K
|
+1,238
|
+0.1%
|
|
|
24
|
EnRich Financial Partners
Madison,
Wisconsin
|
$37.5M
|
+$262K
|
+9,515
|
+0.8%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.6M
|
+$1.19M
|
+43,228
|
+4%
|
|
