|
1
|
Mercer Global Advisors
Denver,
Colorado
|
USD 2156 M
|
+USD 117 M
|
+2,924,177
|
+6%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 896 M
|
+USD 43 M
|
+1,077,532
|
+5%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
USD 362 M
|
+USD 8.37 M
|
+209,814
|
+2%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
USD 345 M
|
+USD 17.2 M
|
+430,878
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 171 M
|
+USD 17.8 M
|
+447,111
|
+12%
|
|
|
6
|
Apella Capital
West Hartford,
Connecticut
|
USD 171 M
|
+USD 9.23 M
|
+231,456
|
+6%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
USD 161 M
|
+USD 22 M
|
+550,494
|
+17%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
USD 151 M
|
-USD 34 M
|
-853,512
|
-19%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
USD 140 M
|
+USD 33.4 M
|
+837,787
|
+33%
|
|
|
10
|
Foster Group
West Des Moines,
Iowa
|
USD 131 M
|
+USD 2.85 M
|
+71,406
|
+2%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
USD 128 M
|
+USD 123 M
|
+3,075,461
|
+89,821%
|
|
|
12
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
USD 126 M
|
+USD 2.15 M
|
+53,925
|
+2%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 120 M
|
+USD 5.51 M
|
+138,183
|
+5%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
USD 118 M
|
-USD 36.8 M
|
-922,234
|
-25%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
USD 111 M
|
+USD 1.52 M
|
+38,178
|
+1%
|
|
|
16
|
Park Avenue Securities
New York
|
USD 110 M
|
+USD 6.7 M
|
+167,875
|
+7%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
USD 110 M
|
+USD 2.25 M
|
+56,414
|
+2%
|
|
|
18
|
Aprio Wealth Management
Atlanta,
Georgia
|
USD 98.3 M
|
-USD 4.06 M
|
-101,850
|
-4%
|
|
|
19
|
HB Wealth Management
Atlanta,
Georgia
|
USD 93 M
|
+USD 9.6 M
|
+240,193
|
+12%
|
|
|
20
|
Financial Consulate
Hunt Valley,
Maryland
|
USD 88 M
|
+USD 2.83 M
|
+70,981
|
+3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
USD 87.7 M
|
-USD 1.91 M
|
-47,959
|
-2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
USD 87.2 M
|
-USD 724 k
|
-18,149
|
-0.9%
|
|
|
23
|
Beaird Harris Wealth Management
Dallas,
Texas
|
USD 85.4 M
|
-USD 3.66 M
|
-91,847
|
-4%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
USD 83 M
|
+USD 4.12 M
|
+103,183
|
+5%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
USD 81.5 M
|
+USD 52 M
|
+1,303,554
|
+205%
|
|
