|
1
|
Mather Group
Chicago,
Illinois
|
$139M
|
+$6.46M
|
+282,941
|
+5%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$77.7M
|
+$4.33M
|
+189,331
|
+6%
|
|
|
3
|
|
$29.6M
|
+$28.2M
|
+1,233,638
|
+2,233%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
+$1.53M
|
+67,126
|
+7%
|
|
|
5
|
Efficient Advisors
Mason,
Ohio
|
$18.7M
|
+$36.9K
|
+1,615
|
+0.2%
|
|
|
6
|
Larson Financial Group
St Louis,
Missouri
|
$18.7M
|
+$1.77M
|
+77,257
|
+11%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.7M
|
+$959K
|
+41,992
|
+6%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$16.7M
|
+$16M
|
+700,704
|
+2,688%
|
|
|
9
|
Park Avenue Securities
New York
|
$13.8M
|
+$1.33M
|
+58,335
|
+11%
|
|
|
10
|
Merriman Wealth Management
Seattle,
Washington
|
$13.4M
|
-$565K
|
-24,719
|
-4%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$12.6M
|
+$1.42M
|
+62,228
|
+13%
|
|
|
12
|
TCI Wealth Advisors
Tucson,
Arizona
|
$12.5M
|
+$927K
|
+40,591
|
+8%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.3M
|
+$1.01M
|
+44,254
|
+9%
|
|
|
14
|
Total Wealth Planning
Cincinnati,
Ohio
|
$11.3M
|
+$2.82M
|
+123,396
|
+34%
|
|
|
15
|
Aire Advisors
Beverly Hills,
California
|
$8.75M
|
+$8.68M
|
+380,061
|
New
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$8.6M
|
+$3.43M
|
+149,952
|
+67%
|
|
|
17
|
Planning Center Inc
Moline,
Illinois
|
$8.55M
|
+$2.01M
|
+88,127
|
+32%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$7.82M
|
-$617K
|
-27,006
|
-7%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.38M
|
+$638K
|
+27,910
|
+10%
|
|
|
20
|
|
$6.94M
|
+$137K
|
+6,010
|
+2%
|
|
|
21
|
Perritt Capital Management
Chicago,
Illinois
|
$6.34M
|
+$99.1K
|
+4,338
|
+2%
|
|
|
22
|
Tillman Hartley LLC
Denver,
Colorado
|
$6.32M
|
+$265K
|
+11,584
|
+4%
|
|
|
23
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.89M
|
+$787K
|
+34,442
|
+19%
|
|
|
24
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.03M
|
+$383K
|
+16,768
|
+11%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.7M
|
+$1.09M
|
+47,903
|
+42%
|
|
