|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$1.14B
|
+$101M
|
+3,160,792
|
+10%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$543M
|
+$18.3M
|
+572,083
|
+4%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$202M
|
+$312K
|
+9,785
|
+0.2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$167M
|
+$382K
|
+11,978
|
+0.2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$157M
|
-$765M
|
-23,971,203
|
-83%
|
|
|
6
|
RW Investment Management
Eagle,
Idaho
|
$142M
|
-$11.6M
|
-362,327
|
-8%
|
|
|
7
|
JMG Financial Group
Downers Grove,
Illinois
|
$141M
|
+$4.31M
|
+134,923
|
+3%
|
|
|
8
|
Apella Capital
West Hartford,
Connecticut
|
$130M
|
+$9.59M
|
+300,396
|
+8%
|
|
|
9
|
Summit Financial Strategies
Columbus,
Ohio
|
$126M
|
+$84.1K
|
+2,635
|
+0.1%
|
|
|
10
|
AWM Capital
Phoenix,
Arizona
|
$116M
|
-$1.72M
|
-53,821
|
-1%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
$112M
|
+$1.02M
|
+31,811
|
+0.9%
|
|
|
12
|
Wealthstream Advisors
New York
|
$106M
|
+$1.29M
|
+40,338
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$100M
|
+$6.02M
|
+188,750
|
+7%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$98.2M
|
+$9.02M
|
+282,661
|
+10%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$94.4M
|
-$4.17M
|
-130,626
|
-4%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$88.9M
|
+$5.27M
|
+165,186
|
+6%
|
|
|
17
|
MASECO Private Wealth
London,
|
$87.3M
|
+$7.97M
|
+249,775
|
+10%
|
|
|
18
|
Kestra Investment Management
Austin,
Texas
|
$83.7M
|
+$965K
|
+30,240
|
+1%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$83.1M
|
+$2.9M
|
+90,817
|
+4%
|
|
|
20
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$81.9M
|
+$7.01M
|
+219,739
|
+10%
|
|
|
21
|
Park Avenue Securities
New York
|
$80.4M
|
+$6.07M
|
+190,179
|
+8%
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$78.2M
|
+$72.4M
|
+2,269,502
|
+1,984%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$77.9M
|
+$3.92M
|
+122,906
|
+5%
|
|
|
24
|
Aspen Capital Management
Boise,
Idaho
|
$72.4M
|
+$3.17M
|
+99,421
|
+5%
|
|
|
25
|
Plancorp LLC
Saint Louis,
Missouri
|
$72.2M
|
+$18.6M
|
+582,439
|
+36%
|
|
