|
1
|
Forum Financial Management
Lombard,
Illinois
|
$582M
|
+$11.4M
|
+347,743
|
+2%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$277M
|
+$32.8M
|
+1,004,233
|
+14%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$234M
|
+$43.1M
|
+1,319,687
|
+23%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$232M
|
+$32.7M
|
+1,001,778
|
+17%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$165M
|
+$18.2M
|
+558,080
|
+13%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$164M
|
+$2.59M
|
+79,318
|
+2%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$124M
|
+$2.82M
|
+86,184
|
+2%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$113M
|
+$99.2M
|
+3,036,269
|
+3,692%
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$93.3M
|
+$30M
|
+917,093
|
+48%
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
$90.9M
|
+$107K
|
+3,283
|
+0.1%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$87.6M
|
+$34.9M
|
+1,068,608
|
+68%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$86.5M
|
+$1.3M
|
+39,888
|
+2%
|
|
|
13
|
Evensky & Katz
Coral Gables,
Florida
|
$79.9M
|
-$454K
|
-13,878
|
-0.6%
|
|
|
14
|
Greenspring Advisors
Towson,
Maryland
|
$76.1M
|
+$61.4M
|
+1,879,297
|
+446%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$70.4M
|
+$2.61M
|
+79,871
|
+4%
|
|
|
16
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$69.2M
|
+$7.54M
|
+230,593
|
+12%
|
|
|
17
|
MASECO Private Wealth
London,
|
$69M
|
+$3.34M
|
+102,319
|
+5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$66.1M
|
+$2.98M
|
+91,160
|
+5%
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
$59.7M
|
+$906K
|
+27,729
|
+2%
|
|
|
20
|
Heritage Financial Services
Westwood,
Massachusetts
|
$57.6M
|
-$1.61M
|
-49,235
|
-3%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$56.4M
|
+$28.5M
|
+872,151
|
+105%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$55.4M
|
+$54.1M
|
+1,656,049
|
+8,803%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$55.2M
|
+$3.37M
|
+103,235
|
+7%
|
|
|
24
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$50.9M
|
+$32.5M
|
+995,897
|
+184%
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$48M
|
+$243K
|
+7,443
|
+0.5%
|
|
