|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$761M
|
+$65.9M
|
+2,457,023
|
+9%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$708M
|
+$44.9M
|
+1,674,133
|
+7%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$423M
|
+$15.5M
|
+576,935
|
+4%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$158M
|
+$6.18M
|
+230,527
|
+4%
|
|
|
5
|
RW Investment Management
Eagle,
Idaho
|
$127M
|
+$1.44M
|
+53,638
|
+1%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$126M
|
+$6.97M
|
+259,685
|
+6%
|
|
|
7
|
Summit Financial Strategies
Columbus,
Ohio
|
$98.4M
|
+$4.84M
|
+180,292
|
+5%
|
|
|
8
|
JMG Financial Group
Downers Grove,
Illinois
|
$90.6M
|
+$17.2M
|
+640,751
|
+22%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$85.3M
|
-$6.89M
|
-256,755
|
-7%
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$84.7M
|
+$3.99M
|
+148,578
|
+5%
|
|
|
11
|
Wealthstream Advisors
New York
|
$80.3M
|
+$5.96M
|
+222,193
|
+8%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$75.4M
|
-$113K
|
-4,222
|
-0.1%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$72.4M
|
+$24.8M
|
+925,195
|
+49%
|
|
|
14
|
Kestra Investment Management
Austin,
Texas
|
$64.4M
|
-$4.05M
|
-150,890
|
-6%
|
|
|
15
|
WPWealth
Fort Worth,
Texas
|
$62.7M
|
+$3.85M
|
+143,627
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$61.9M
|
+$8.67M
|
+323,117
|
+16%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$61.5M
|
+$9.18M
|
+342,388
|
+17%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$57M
|
+$18M
|
+669,573
|
+44%
|
|
|
19
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$56.9M
|
+$3.88M
|
+144,701
|
+7%
|
|
|
20
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$56.2M
|
-$6.05M
|
-225,593
|
-9%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$55.4M
|
+$52.7M
|
+1,963,323
|
+1,097%
|
|
|
22
|
Elser Financial Planning
Indianapolis,
Indiana
|
$52.3M
|
+$54.3M
|
+2,023,526
|
New
|
|
|
23
|
Truepoint Inc
Cincinnati,
Ohio
|
$52.3M
|
+$1.31M
|
+48,805
|
+2%
|
|
|
24
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$51.8M
|
+$2.06M
|
+76,959
|
+4%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$51.5M
|
-$15.7M
|
-587,152
|
-23%
|
|
