|
1
|
Mercer Global Advisors
Denver,
Colorado
|
USD 987 M
|
+USD 24.6 M
|
+840,447
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 894 M
|
+USD 36 M
|
+1,229,236
|
+4%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
USD 497 M
|
-USD 7.34 M
|
-250,480
|
-2%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
USD 191 M
|
-USD 5.08 M
|
-173,447
|
-3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
USD 158 M
|
-USD 2.46 M
|
-84,110
|
-2%
|
|
|
6
|
RW Investment Management
Eagle,
Idaho
|
USD 146 M
|
-USD 1.05 M
|
-35,966
|
-0.8%
|
|
|
7
|
JMG Financial Group
Downers Grove,
Illinois
|
USD 129 M
|
+USD 1.55 M
|
+52,776
|
+1%
|
|
|
8
|
Summit Financial Strategies
Columbus,
Ohio
|
USD 119 M
|
-USD 1.3 M
|
-44,291
|
-1%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
USD 113 M
|
+USD 11.5 M
|
+391,777
|
+12%
|
|
|
10
|
AWM Capital
Phoenix,
Arizona
|
USD 112 M
|
+USD 18.5 M
|
+630,027
|
+21%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
USD 105 M
|
-USD 28 k
|
-956
|
-0%
|
|
|
12
|
Wealthstream Advisors
New York
|
USD 99.5 M
|
-USD 277 k
|
-9,444
|
-0.3%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
USD 93.6 M
|
-USD 8.65 M
|
-295,393
|
-9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
USD 89.2 M
|
+USD 2.86 M
|
+97,524
|
+4%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 84.3 M
|
+USD 4.45 M
|
+151,777
|
+6%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
USD 79.2 M
|
+USD 1.21 M
|
+41,298
|
+2%
|
|
|
17
|
Kestra Investment Management
Austin,
Texas
|
USD 78.5 M
|
-USD 64.6 M
|
-2,206,892
|
-47%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
USD 76.5 M
|
+USD 37.4 M
|
+1,275,924
|
+108%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
USD 75.9 M
|
-USD 439 k
|
-14,999
|
-0.6%
|
|
|
20
|
MASECO Private Wealth
London,
|
USD 74.9 M
|
+USD 70.6 M
|
+2,410,924
|
Nuevas
|
|
|
21
|
Annex Advisory Services
Brookfield,
Wisconsin
|
USD 70.8 M
|
+USD 66.7 M
|
+2,277,634
|
Nuevas
|
|
|
22
|
Park Avenue Securities
New York
|
USD 70.4 M
|
+USD 5.81 M
|
+198,304
|
+10%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
USD 70.1 M
|
+USD 4 M
|
+136,483
|
+6%
|
|
|
24
|
Miramar Fiduciary Corp
Reno,
Nevada
|
USD 69.5 M
|
-USD 992 k
|
-33,876
|
-1%
|
|
|
25
|
Syverson Strege & Co
West Des Moines,
Iowa
|
USD 69.2 M
|
+USD 5.49 M
|
+187,510
|
+9%
|
|
