|
1
|
Forum Financial Management
Lombard,
Illinois
|
$211M
|
+$63.1M
|
+2,654,477
|
+44%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$162M
|
+$67.1M
|
+2,825,488
|
+72%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$138M
|
+$59M
|
+2,484,368
|
+76%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$137M
|
+$15.1M
|
+634,257
|
+13%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$97.4M
|
+$39.5M
|
+1,660,643
|
+70%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$90.6M
|
+$26.7M
|
+1,122,507
|
+42%
|
|
|
7
|
Summit Financial Strategies
Columbus,
Ohio
|
$79.7M
|
+$1.69M
|
+71,057
|
+2%
|
|
|
8
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$56.7M
|
-$4.53M
|
-190,521
|
-8%
|
|
|
9
|
RW Investment Management
Eagle,
Idaho
|
$56M
|
+$16.7M
|
+704,718
|
+43%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$49.7M
|
+$2.95M
|
+124,164
|
+6%
|
|
|
11
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$44.1M
|
+$563K
|
+23,705
|
+1%
|
|
|
12
|
Truepoint Inc
Cincinnati,
Ohio
|
$42.7M
|
-$4.84M
|
-203,850
|
-10%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$39.7M
|
+$5.89M
|
+247,818
|
+18%
|
|
|
14
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$34M
|
+$6.35M
|
+267,034
|
+23%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$32.3M
|
+$454K
|
+19,088
|
+1%
|
|
|
16
|
Bridgeworth
Birmingham,
Alabama
|
$31.5M
|
+$27.1M
|
+1,138,603
|
+669%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$30.1M
|
+$6.97M
|
+293,321
|
+31%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$30M
|
-$310K
|
-13,058
|
-1%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$29.9M
|
+$3.34M
|
+140,489
|
+13%
|
|
|
20
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$27.3M
|
+$1.44M
|
+60,791
|
+6%
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
$27.1M
|
-$3.11K
|
-131
|
-0%
|
|
|
22
|
Kooman & Associates
Altoona,
Pennsylvania
|
$25.8M
|
+$20.6M
|
+868,753
|
+427%
|
|
|
23
|
3D/L Capital Management
Hartford,
Connecticut
|
$25.6M
|
-$541K
|
-22,781
|
-2%
|
|
|
24
|
Your Advocates Ltd
Houston,
Texas
|
$25.4M
|
+$25.1M
|
+1,055,495
|
New
|
|
|
25
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$23.5M
|
-$280K
|
-11,791
|
-1%
|
|
