|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$987M
|
+$24.6M
|
+840,447
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$894M
|
+$36M
|
+1,229,236
|
+4%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$497M
|
-$7.34M
|
-250,480
|
-2%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$191M
|
-$5.08M
|
-173,447
|
-3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$158M
|
-$2.46M
|
-84,110
|
-2%
|
|
|
6
|
RW Investment Management
Eagle,
Idaho
|
$146M
|
-$1.05M
|
-35,966
|
-0.8%
|
|
|
7
|
JMG Financial Group
Downers Grove,
Illinois
|
$129M
|
+$1.55M
|
+52,776
|
+1%
|
|
|
8
|
Summit Financial Strategies
Columbus,
Ohio
|
$119M
|
-$1.3M
|
-44,291
|
-1%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$113M
|
+$11.5M
|
+391,777
|
+12%
|
|
|
10
|
AWM Capital
Phoenix,
Arizona
|
$112M
|
+$18.5M
|
+630,027
|
+21%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
$105M
|
-$28K
|
-956
|
-0%
|
|
|
12
|
Wealthstream Advisors
New York
|
$99.5M
|
-$277K
|
-9,444
|
-0.3%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$93.6M
|
-$8.65M
|
-295,393
|
-9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$89.2M
|
+$2.86M
|
+97,524
|
+4%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$84.3M
|
+$4.45M
|
+151,777
|
+6%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$79.2M
|
+$1.21M
|
+41,298
|
+2%
|
|
|
17
|
Kestra Investment Management
Austin,
Texas
|
$78.5M
|
-$64.6M
|
-2,206,892
|
-47%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$76.5M
|
+$37.4M
|
+1,275,924
|
+108%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$75.9M
|
-$439K
|
-14,999
|
-0.6%
|
|
|
20
|
MASECO Private Wealth
London,
|
$74.9M
|
+$70.6M
|
+2,410,924
|
New
|
|
|
21
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$70.8M
|
+$66.7M
|
+2,277,634
|
New
|
|
|
22
|
Park Avenue Securities
New York
|
$70.4M
|
+$5.81M
|
+198,304
|
+10%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$70.1M
|
+$4M
|
+136,483
|
+6%
|
|
|
24
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$69.5M
|
-$992K
|
-33,876
|
-1%
|
|
|
25
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$69.2M
|
+$5.49M
|
+187,510
|
+9%
|
|
