|
1
|
Forum Financial Management
Lombard,
Illinois
|
$553M
|
+$13.8M
|
+447,872
|
+3%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$236M
|
+$28M
|
+907,511
|
+14%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$196M
|
+$47.1K
|
+1,527
|
+0%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$185M
|
-$25.9M
|
-837,514
|
-13%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$157M
|
+$7.89M
|
+255,616
|
+6%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$142M
|
-$1.69M
|
-54,779
|
-1%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$118M
|
-$338K
|
-10,935
|
-0.3%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$88M
|
-$973K
|
-31,533
|
-1%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$82.6M
|
+$2.58M
|
+83,483
|
+3%
|
|
|
10
|
Evensky & Katz
Coral Gables,
Florida
|
$77.9M
|
+$277K
|
+8,980
|
+0.4%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
$65.7M
|
+$2.48M
|
+80,422
|
+4%
|
|
|
12
|
MASECO Private Wealth
London,
|
$63.7M
|
+$3.42M
|
+110,658
|
+6%
|
|
|
13
|
RW Investment Management
Eagle,
Idaho
|
$63M
|
+$3.95M
|
+128,132
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$61.2M
|
+$2.85M
|
+92,463
|
+5%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$61.1M
|
+$24.4M
|
+788,994
|
+71%
|
|
|
16
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$59.7M
|
+$7.75M
|
+251,222
|
+16%
|
|
|
17
|
Total Wealth Planning
Cincinnati,
Ohio
|
$59.1M
|
+$797K
|
+25,818
|
+1%
|
|
|
18
|
Heritage Financial Services
Westwood,
Massachusetts
|
$57.4M
|
-$1.1M
|
-35,632
|
-2%
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
$57M
|
+$1.7M
|
+54,981
|
+3%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$50.6M
|
+$1.13M
|
+36,738
|
+2%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50.2M
|
+$4.99M
|
+161,821
|
+12%
|
|
|
22
|
Wealthstream Advisors
New York
|
$47.7M
|
+$315K
|
+10,205
|
+0.7%
|
|
|
23
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$46.3M
|
-$332K
|
-10,759
|
-0.7%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.6M
|
+$3.94M
|
+127,589
|
+10%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$43.4M
|
-$759K
|
-24,592
|
-2%
|
|
