|
1
|
Forum Financial Management
Lombard,
Illinois
|
$344M
|
+$132M
|
+5,430,907
|
+62%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$342M
|
+$178M
|
+7,340,194
|
+109%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$315M
|
+$175M
|
+7,214,274
|
+125%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$138M
|
+$322K
|
+13,233
|
+0.2%
|
|
|
5
|
|
$128M
|
+$116M
|
+4,771,773
|
+946%
|
|
|
6
|
Pathstone Family Office
Englewood,
New Jersey
|
$102M
|
+$4.22M
|
+173,494
|
+4%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$93.5M
|
+$2.11M
|
+86,763
|
+2%
|
|
|
8
|
Summit Financial Strategies
Columbus,
Ohio
|
$80.2M
|
-$131K
|
-5,392
|
-0.2%
|
|
|
9
|
RW Investment Management
Eagle,
Idaho
|
$77.5M
|
+$21M
|
+864,141
|
+37%
|
|
|
10
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$53.7M
|
+$3.56M
|
+146,545
|
+7%
|
|
|
11
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$52.1M
|
-$3.77M
|
-155,125
|
-7%
|
|
|
12
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$46.4M
|
+$2.01M
|
+82,796
|
+5%
|
|
|
13
|
Bridgeworth
Birmingham,
Alabama
|
$44.7M
|
+$13M
|
+532,726
|
+41%
|
|
|
14
|
AWM Capital
Phoenix,
Arizona
|
$42.6M
|
+$2.55M
|
+104,872
|
+6%
|
|
|
15
|
Truepoint Inc
Cincinnati,
Ohio
|
$42.1M
|
-$952K
|
-39,153
|
-2%
|
|
|
16
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$40M
|
+$5.78M
|
+237,651
|
+17%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$35.5M
|
+$5.23M
|
+215,006
|
+17%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$32.5M
|
-$80.9K
|
-3,327
|
-0.2%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$32.1M
|
+$1.98M
|
+81,230
|
+7%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$30.1M
|
-$159K
|
-6,526
|
-0.5%
|
|
|
21
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$28.4M
|
+$829K
|
+34,080
|
+3%
|
|
|
22
|
Kooman & Associates
Altoona,
Pennsylvania
|
$28.1M
|
+$2.12M
|
+87,115
|
+8%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$27.7M
|
+$354K
|
+14,566
|
+1%
|
|
|
24
|
Cannon Financial Strategists
Athens,
Georgia
|
$26.7M
|
+$26.4M
|
+1,084,546
|
+6,656%
|
|
|
25
|
Your Advocates Ltd
Houston,
Texas
|
$26.6M
|
+$1.03M
|
+42,384
|
+4%
|
|
