|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$2.36B
|
+$174M
|
+4,669,622
|
+8%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.64B
|
+$58M
|
+1,553,996
|
+4%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$1.54B
|
+$42.6M
|
+1,142,049
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$675M
|
+$2.37M
|
+63,605
|
+0.4%
|
|
|
5
|
Apella Capital
West Hartford,
Connecticut
|
$515M
|
+$27.6M
|
+738,940
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$495M
|
-$1.57B
|
-41,987,313
|
-77%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$431M
|
-$164M
|
-4,396,305
|
-28%
|
|
|
8
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$425M
|
+$13.4M
|
+359,737
|
+3%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$409M
|
-$5.17M
|
-138,531
|
-1%
|
|
|
10
|
SJS Investment Consulting
Sylvania,
Ohio
|
$347M
|
+$2.43M
|
+65,103
|
+0.7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$333M
|
-$3.76M
|
-100,625
|
-1%
|
|
|
12
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$328M
|
+$17.5M
|
+467,629
|
+6%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$296M
|
-$6.97M
|
-186,850
|
-2%
|
|
|
14
|
Greenspring Advisors
Towson,
Maryland
|
$293M
|
+$284M
|
+7,605,462
|
New
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$285M
|
+$5.67M
|
+152,025
|
+2%
|
|
|
16
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$254M
|
+$6.87M
|
+184,004
|
+3%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$229M
|
-$3.89M
|
-104,125
|
-2%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$225M
|
+$10.6M
|
+284,482
|
+5%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$217M
|
+$169M
|
+4,520,854
|
+411%
|
|
|
20
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$208M
|
+$913K
|
+24,456
|
+0.5%
|
|
|
21
|
Wealthstream Advisors
New York
|
$196M
|
+$4.48M
|
+119,969
|
+2%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$193M
|
-$2.92M
|
-78,223
|
-2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$4.74M
|
+127,078
|
+3%
|
|
|
24
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$188M
|
-$3.98M
|
-106,625
|
-2%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$182M
|
-$3.17M
|
-84,955
|
-2%
|
|
