|
1
|
Mather Group
Chicago,
Illinois
|
$139M
|
+$960K
|
+41,676
|
+0.7%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$82.6M
|
+$5.54M
|
+240,222
|
+7%
|
|
|
3
|
|
$27.7M
|
-$1.77M
|
-76,770
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.6M
|
+$2.29M
|
+99,476
|
+10%
|
|
|
5
|
Larson Financial Group
St Louis,
Missouri
|
$21.1M
|
+$2.6M
|
+112,994
|
+14%
|
|
|
6
|
Efficient Advisors
Mason,
Ohio
|
$19.2M
|
+$576K
|
+24,999
|
+3%
|
|
|
7
|
Park Avenue Securities
New York
|
$16M
|
+$2.28M
|
+98,746
|
+16%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$16M
|
+$7.52M
|
+326,453
|
+87%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.3M
|
+$15M
|
+651,964
|
+90%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$15.3M
|
+$15M
|
+651,964
|
+90%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$14.5M
|
+$1.97M
|
+85,303
|
+16%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.2M
|
+$1.56M
|
+67,898
|
+13%
|
|
|
13
|
Total Wealth Planning
Cincinnati,
Ohio
|
$13.6M
|
+$2.48M
|
+107,635
|
+22%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$13.1M
|
-$219K
|
-9,490
|
-2%
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$12.9M
|
+$514K
|
+22,297
|
+4%
|
|
|
16
|
Aire Advisors
Beverly Hills,
California
|
$9.69M
|
+$963K
|
+41,773
|
+11%
|
|
|
17
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$9.33M
|
+$9.42M
|
+408,791
|
New
|
|
|
18
|
Planning Center Inc
Moline,
Illinois
|
$8.81M
|
+$507K
|
+21,995
|
+6%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$7.82M
|
+$61.5K
|
+2,668
|
+0.8%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.79M
|
+$470K
|
+20,388
|
+6%
|
|
|
21
|
|
$7.12M
|
+$236K
|
+10,225
|
+3%
|
|
|
22
|
Tillman Hartley LLC
Denver,
Colorado
|
$6.62M
|
+$355K
|
+15,385
|
+6%
|
|
|
23
|
Perritt Capital Management
Chicago,
Illinois
|
$6.57M
|
+$278K
|
+12,076
|
+4%
|
|
|
24
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$6.15M
|
+$1.31M
|
+56,794
|
+27%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.49M
|
+$821K
|
+35,625
|
+22%
|
|
