|
1
|
Forum Financial Management
Lombard,
Illinois
|
$136M
|
+$79.1M
|
+3,700,307
|
+154%
|
|
|
2
|
Evensky & Katz
Coral Gables,
Florida
|
$113M
|
+$83.3M
|
+3,898,114
|
+337%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.7M
|
+$81.4M
|
+3,808,231
|
+3,277%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$73M
|
+$69.8M
|
+3,267,556
|
New
|
|
|
5
|
Summit Financial Strategies
Columbus,
Ohio
|
$72.4M
|
+$7.39M
|
+345,776
|
+12%
|
|
|
6
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$60.7M
|
+$53.3M
|
+2,492,909
|
New
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$59M
|
-$27.6M
|
-1,292,259
|
-33%
|
|
|
8
|
Pathstone Family Office
Englewood,
New Jersey
|
$53.4M
|
+$51M
|
+2,388,397
|
New
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$44.2M
|
-$3.66M
|
-171,043
|
-8%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$43.4M
|
+$16.2M
|
+756,736
|
+64%
|
|
|
11
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$40.4M
|
+$2.19M
|
+102,382
|
+6%
|
|
|
12
|
RW Investment Management
Eagle,
Idaho
|
$36.3M
|
+$34.7M
|
+1,624,259
|
New
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$31.3M
|
+$284K
|
+13,277
|
+1%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$29.5M
|
+$176K
|
+8,250
|
+0.6%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$28.2M
|
+$172K
|
+8,063
|
+0.6%
|
|
|
16
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$25.6M
|
+$3.11M
|
+145,321
|
+15%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
$25.2M
|
+$24.1M
|
+1,127,596
|
New
|
|
|
18
|
WPWealth
Fort Worth,
Texas
|
$24.6M
|
+$23.5M
|
+1,100,280
|
New
|
|
|
19
|
3D/L Capital Management
Hartford,
Connecticut
|
$24.3M
|
+$81.9K
|
+3,834
|
+0.4%
|
|
|
20
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$24M
|
+$1.53M
|
+71,724
|
+7%
|
|
|
21
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$22.1M
|
+$11.2M
|
+525,664
|
+114%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$21.4M
|
+$20.4M
|
+956,287
|
New
|
|
|
23
|
Park Avenue Securities
New York
|
$17.3M
|
+$16.5M
|
+772,653
|
New
|
|
|
24
|
|
$17M
|
+$16M
|
+746,644
|
+5,276%
|
|
|
25
|
SJS Investment Consulting
Sylvania,
Ohio
|
$16.8M
|
+$2.7M
|
+126,529
|
+20%
|
|
