|
1
|
|
$3.19B
|
+$93.4M
|
+3,686,805
|
+2,619%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$868M
|
+$39M
|
+1,540,955
|
+5%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$861M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$724M
|
+$159M
|
+6,270,617
|
+28%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$427M
|
+$20M
|
+788,683
|
+5%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$390M
|
+$127M
|
+4,995,807
|
+48%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$285M
|
-$290K
|
-11,447
|
-0.1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$218M
|
+$22M
|
+869,513
|
+11%
|
|
|
9
|
SJS Investment Consulting
Sylvania,
Ohio
|
$211M
|
+$4.55M
|
+179,687
|
+2%
|
|
|
10
|
Greenspring Advisors
Towson,
Maryland
|
$198M
|
+$29.8M
|
+1,177,468
|
+18%
|
|
|
11
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$194M
|
+$22.9M
|
+902,956
|
+13%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$191M
|
+$29.4M
|
+1,162,536
|
+18%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$184M
|
+$26M
|
+1,025,521
|
+17%
|
|
|
14
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$142M
|
+$13.9M
|
+549,663
|
+11%
|
|
|
15
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$139M
|
+$2M
|
+79,000
|
+1%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$137M
|
+$3.87M
|
+152,848
|
+3%
|
|
|
17
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$134M
|
+$1.93M
|
+76,076
|
+1%
|
|
|
18
|
Private Ocean
San Rafael,
California
|
$129M
|
-$7.87M
|
-310,759
|
-6%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$126M
|
+$14.5M
|
+571,984
|
+13%
|
|
|
20
|
Heritage Financial Services
Westwood,
Massachusetts
|
$126M
|
+$22.4M
|
+885,896
|
+22%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$120M
|
+$4.23M
|
+167,018
|
+4%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$117M
|
+$590K
|
+23,302
|
+0.5%
|
|
|
23
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$116M
|
+$829K
|
+32,731
|
+0.7%
|
|
|
24
|
TFO Wealth Partners
Maumee,
Ohio
|
$116M
|
+$104M
|
+4,111,645
|
+925%
|
|
|
25
|
Cardiff Park Advisors
Carlsbad,
California
|
$113M
|
+$1.12M
|
+44,070
|
+1%
|
|
