|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$858M
|
+$95.2M
|
+3,487,062
|
+13%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$765M
|
-$52.5M
|
-1,923,523
|
-7%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$451M
|
-$3.36M
|
-123,163
|
-0.8%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$175M
|
+$5.15M
|
+188,462
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$144M
|
+$8.07M
|
+295,446
|
+6%
|
|
|
6
|
RW Investment Management
Eagle,
Idaho
|
$132M
|
-$4.71M
|
-172,346
|
-4%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
$131M
|
+$61.1M
|
+2,237,243
|
+90%
|
|
|
8
|
JMG Financial Group
Downers Grove,
Illinois
|
$114M
|
+$16.3M
|
+598,527
|
+17%
|
|
|
9
|
Summit Financial Strategies
Columbus,
Ohio
|
$108M
|
+$2.2M
|
+80,682
|
+2%
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$93.9M
|
+$2.79M
|
+102,007
|
+3%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$92M
|
+$76.9K
|
+2,815
|
+0.1%
|
|
|
12
|
Wealthstream Advisors
New York
|
$89.1M
|
+$2.84M
|
+103,904
|
+3%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$86.7M
|
+$12.4M
|
+452,415
|
+16%
|
|
|
14
|
AWM Capital
Phoenix,
Arizona
|
$82.4M
|
+$1.42M
|
+51,971
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$77M
|
+$10.3M
|
+376,397
|
+16%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$71.1M
|
+$4.88M
|
+178,816
|
+8%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$69.6M
|
+$8.2M
|
+300,325
|
+14%
|
|
|
18
|
WPWealth
Fort Worth,
Texas
|
$68.2M
|
+$832K
|
+30,454
|
+1%
|
|
|
19
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$63M
|
+$2.63M
|
+96,373
|
+4%
|
|
|
20
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$60.9M
|
-$138K
|
-5,071
|
-0.2%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$60.9M
|
+$1.34M
|
+49,158
|
+2%
|
|
|
22
|
Aspen Capital Management
Boise,
Idaho
|
$59.1M
|
+$58.1M
|
+2,128,595
|
New
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$58.8M
|
+$4.05M
|
+148,246
|
+8%
|
|
|
24
|
Park Avenue Securities
New York
|
$57.3M
|
+$2.75M
|
+100,865
|
+5%
|
|
|
25
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$56.6M
|
+$981K
|
+35,924
|
+2%
|
|
