|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$399M
|
+$263M
|
+9,350,011
|
+215%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$179M
|
-$6.77M
|
-240,324
|
-4%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$67.9M
|
+$2.83M
|
+100,364
|
+4%
|
|
|
4
|
Ritholtz Wealth Management
New York
|
$48M
|
+$6.36M
|
+225,837
|
+16%
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$37.7M
|
+$2.29M
|
+81,227
|
+7%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$36M
|
+$844K
|
+29,955
|
+2%
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$31M
|
+$830K
|
+29,462
|
+3%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$30.3M
|
-$116K
|
-4,135
|
-0.4%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$29.7M
|
+$1.3M
|
+46,131
|
+5%
|
|
|
10
|
|
$27.7M
|
+$3.11M
|
+110,281
|
+13%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$27.6M
|
-$1.73M
|
-61,464
|
-6%
|
|
|
12
|
Planning Center Inc
Moline,
Illinois
|
$25.1M
|
+$1.12M
|
+39,616
|
+5%
|
|
|
13
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$22.1M
|
-$186K
|
-6,590
|
-0.9%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$22.1M
|
-$584K
|
-20,736
|
-3%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.7M
|
+$640K
|
+22,707
|
+3%
|
|
|
16
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$20.5M
|
+$519K
|
+18,425
|
+3%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$19.2M
|
+$18.6M
|
+659,056
|
New
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$18M
|
+$1.95M
|
+69,357
|
+13%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$17.9M
|
-$2.57M
|
-91,288
|
-13%
|
|
|
20
|
Integris Wealth Management
Monterey,
California
|
$17.7M
|
+$511K
|
+18,131
|
+3%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$17.3M
|
-$565K
|
-20,053
|
-3%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.2M
|
+$1.21M
|
+42,792
|
+8%
|
|
|
23
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$17M
|
–
|
–
|
–
|
|
|
24
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.4M
|
+$1.66M
|
+58,855
|
+12%
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
$16M
|
+$930K
|
+33,022
|
+6%
|
|
