|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$1.28B
|
+$70.1M
|
+2,101,171
|
+6%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$570M
|
-$451K
|
-13,519
|
-0.1%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$214M
|
+$1.6M
|
+47,957
|
+0.8%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$177M
|
+$867K
|
+25,979
|
+0.5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
-$5.36M
|
-160,702
|
-3%
|
|
|
6
|
Greenspring Advisors
Towson,
Maryland
|
$154M
|
+$124M
|
+3,704,401
|
+477%
|
|
|
7
|
JMG Financial Group
Downers Grove,
Illinois
|
$153M
|
+$4.75M
|
+142,160
|
+3%
|
|
|
8
|
Apella Capital
West Hartford,
Connecticut
|
$148M
|
+$11.7M
|
+349,438
|
+9%
|
|
|
9
|
Summit Financial Strategies
Columbus,
Ohio
|
$134M
|
+$984K
|
+29,481
|
+0.8%
|
|
|
10
|
AWM Capital
Phoenix,
Arizona
|
$121M
|
-$695K
|
-20,811
|
-0.6%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
$119M
|
+$1.42M
|
+42,549
|
+1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$118M
|
+$12.7M
|
+379,995
|
+12%
|
|
|
13
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$111M
|
+$80.3M
|
+2,405,892
|
+292%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$110M
|
+$6.51M
|
+194,914
|
+7%
|
|
|
15
|
Plancorp LLC
Saint Louis,
Missouri
|
$107M
|
+$29.7M
|
+891,003
|
+40%
|
|
|
16
|
MASECO Private Wealth
London,
|
$99.2M
|
+$7.26M
|
+217,397
|
+8%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$98.3M
|
+$4.69M
|
+140,403
|
+5%
|
|
|
18
|
Symmetry Partners
Glastonbury,
Connecticut
|
$93.8M
|
+$48.1M
|
+1,440,526
|
+112%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$93M
|
-$6.02M
|
-180,443
|
-6%
|
|
|
20
|
Park Avenue Securities
New York
|
$90M
|
+$5.26M
|
+157,618
|
+6%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$88.2M
|
+$5.85M
|
+175,387
|
+7%
|
|
|
22
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$87.9M
|
+$48.6M
|
+1,455,684
|
+140%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$86.8M
|
+$4.77M
|
+142,851
|
+6%
|
|
|
24
|
WPWealth
Fort Worth,
Texas
|
$86.8M
|
-$456K
|
-13,656
|
-0.5%
|
|
|
25
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$86.7M
|
+$589K
|
+17,644
|
+0.7%
|
|
