|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$12.2億
|
+$1.11億
|
+3,281,893
|
+10%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$11.1億
|
+$1.11億
|
+3,285,675
|
+11%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.85億
|
+$5480万
|
+1,618,435
|
+10%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$2.17億
|
+$349万
|
+103,165
|
+2%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.8億
|
-$73.9万
|
-21,816
|
-0.4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62億
|
+$1140万
|
+336,629
|
+8%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.27億
|
+$1990万
|
+587,865
|
+19%
|
|
|
8
|
Kestra Investment Management
Austin,
Texas
|
$1.05億
|
-$6994万
|
-2,065,769
|
-40%
|
|
|
9
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.04億
|
-$8425万
|
-2,488,253
|
-45%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9578万
|
+$422万
|
+124,700
|
+5%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$7721万
|
-$454万
|
-134,127
|
-6%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$7156万
|
+$333万
|
+98,390
|
+5%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$7059万
|
+$748万
|
+221,057
|
+12%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$6728万
|
+$11.9万
|
+3,521
|
+0.2%
|
|
|
15
|
Planning Center Inc
Moline,
Illinois
|
$6361万
|
+$125万
|
+36,817
|
+2%
|
|
|
16
|
Foster Group
West Des Moines,
Iowa
|
$5973万
|
+$165万
|
+48,709
|
+3%
|
|
|
17
|
Satovsky Asset Management
New York
|
$5867万
|
+$19.1万
|
+5,643
|
+0.3%
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
$5623万
|
+$1057万
|
+312,187
|
+23%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$5276万
|
+$5231万
|
+1,544,909
|
+120,980%
|
|
|
20
|
Park Avenue Securities
New York
|
$4689万
|
+$335万
|
+98,900
|
+8%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$4515万
|
-$88.8万
|
-26,219
|
-2%
|
|
|
22
|
High Probability Advisors
Pittsford,
New York
|
$4462万
|
+$288万
|
+85,082
|
+7%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$4442万
|
+$221万
|
+65,194
|
+5%
|
|
|
24
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$4373万
|
+$62.9万
|
+18,567
|
+1%
|
|
|
25
|
|
$3466万
|
-$1263万
|
-372,939
|
-27%
|
|
