|
1
|
Forum Financial Management
Lombard,
Illinois
|
$567M
|
-$41.9M
|
-1,181,084
|
-7%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$312M
|
+$23.2M
|
+652,903
|
+8%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$266M
|
+$24.3M
|
+685,041
|
+10%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$243M
|
-$1.09M
|
-30,819
|
-0.4%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$185M
|
+$13.4M
|
+378,216
|
+8%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$183M
|
+$10.3M
|
+289,046
|
+6%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$146M
|
+$56.1M
|
+1,579,336
|
+60%
|
|
|
8
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$133M
|
+$4.65M
|
+131,004
|
+4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$111M
|
-$19.2M
|
-540,004
|
-14%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$107M
|
+$9.59M
|
+269,872
|
+10%
|
|
|
11
|
Parcion Private Wealth
Bellevue,
Washington
|
$92.5M
|
-$2.51M
|
-70,780
|
-3%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$85.8M
|
-$4.69M
|
-131,989
|
-5%
|
|
|
13
|
Evensky & Katz
Coral Gables,
Florida
|
$81.6M
|
-$1.85M
|
-52,099
|
-2%
|
|
|
14
|
Greenspring Advisors
Towson,
Maryland
|
$80M
|
+$487K
|
+13,707
|
+0.6%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$79.9M
|
+$6.48M
|
+182,535
|
+9%
|
|
|
16
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$77.9M
|
+$5.73M
|
+161,334
|
+8%
|
|
|
17
|
MASECO Private Wealth
London,
|
$77.5M
|
+$5.61M
|
+158,072
|
+8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$71M
|
+$2.02M
|
+56,907
|
+3%
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
$68.2M
|
+$70.1M
|
+1,972,853
|
New
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$64M
|
+$10.1M
|
+285,061
|
+21%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.1M
|
+$5.41M
|
+152,408
|
+9%
|
|
|
22
|
AWM Capital
Phoenix,
Arizona
|
$62.4M
|
+$36.9K
|
+1,040
|
+0.1%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$60.3M
|
+$1.49M
|
+41,958
|
+2%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60M
|
+$2.44M
|
+68,812
|
+4%
|
|
|
25
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$57M
|
+$3.95M
|
+111,133
|
+7%
|
|
