|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$3.25B
|
+$125M
|
+2,926,765
|
+4%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$1.89B
|
+$11.4M
|
+265,898
|
+0.6%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.87B
|
-$19.5M
|
-455,293
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$822M
|
+$43.9M
|
+1,026,138
|
+6%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$781M
|
-$10.2M
|
-238,985
|
-1%
|
|
|
6
|
Apella Capital
West Hartford,
Connecticut
|
$713M
|
+$16.5M
|
+386,133
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$613M
|
+$23.6M
|
+552,680
|
+4%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$604M
|
+$52.1M
|
+1,217,195
|
+10%
|
|
|
9
|
Greenspring Advisors
Towson,
Maryland
|
$561M
|
-$31M
|
-725,421
|
-5%
|
|
|
10
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$547M
|
+$11.2M
|
+261,034
|
+2%
|
|
|
11
|
SJS Investment Consulting
Sylvania,
Ohio
|
$416M
|
+$6.25M
|
+146,060
|
+2%
|
|
|
12
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$402M
|
+$15.3M
|
+357,663
|
+4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$371M
|
+$1.34M
|
+31,296
|
+0.4%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$350M
|
-$105M
|
-2,449,200
|
-24%
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$335M
|
+$1.87M
|
+43,777
|
+0.6%
|
|
|
16
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$313M
|
+$9.72M
|
+227,269
|
+3%
|
|
|
17
|
Symmetry Partners
Glastonbury,
Connecticut
|
$298M
|
+$515K
|
+12,043
|
+0.2%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$287M
|
-$53.3M
|
-1,245,114
|
-16%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$264M
|
+$3.32M
|
+77,683
|
+1%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$261M
|
-$643K
|
-15,019
|
-0.3%
|
|
|
21
|
TFO Wealth Partners
Maumee,
Ohio
|
$253M
|
+$44.8M
|
+1,046,721
|
+22%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$250M
|
+$143M
|
+3,343,917
|
+146%
|
|
|
23
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$246M
|
-$128K
|
-2,999
|
-0.1%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$246M
|
+$102M
|
+2,394,353
|
+76%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$239M
|
+$33M
|
+770,349
|
+17%
|
|
