|
1
|
Mather Group
Chicago,
Illinois
|
$150M
|
+$2.12M
|
+95,474
|
+2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$96M
|
+$2.26M
|
+101,441
|
+3%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$39M
|
+$11.5M
|
+516,378
|
+47%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
+$1.03M
|
+46,257
|
+4%
|
|
|
5
|
Larson Financial Group
St Louis,
Missouri
|
$26.6M
|
+$1.69M
|
+76,135
|
+7%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$22.5M
|
+$18.5M
|
+833,321
|
+841%
|
|
|
7
|
Park Avenue Securities
New York
|
$21.8M
|
+$1.91M
|
+85,886
|
+11%
|
|
|
8
|
Efficient Advisors
Mason,
Ohio
|
$21.8M
|
+$554K
|
+24,890
|
+3%
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$20.2M
|
+$2.81M
|
+126,520
|
+18%
|
|
|
10
|
Total Wealth Planning
Cincinnati,
Ohio
|
$18.9M
|
+$2.16M
|
+96,877
|
+14%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.9M
|
+$2.46M
|
+110,702
|
+17%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$18.3M
|
+$16.8M
|
+757,106
|
New
|
|
|
13
|
TCI Wealth Advisors
Tucson,
Arizona
|
$16.7M
|
+$1.82M
|
+81,683
|
+13%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$13.8M
|
+$130K
|
+5,837
|
+1%
|
|
|
15
|
|
$12.6M
|
-$8.65M
|
-388,671
|
-43%
|
|
|
16
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$11.1M
|
+$199K
|
+8,943
|
+2%
|
|
|
17
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$10.4M
|
+$9.74M
|
+437,748
|
New
|
|
|
18
|
Planning Center Inc
Moline,
Illinois
|
$10M
|
+$266K
|
+11,970
|
+3%
|
|
|
19
|
Aire Advisors
Beverly Hills,
California
|
$9.81M
|
-$1.49M
|
-66,943
|
-14%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.26M
|
+$208K
|
+9,331
|
+2%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$9.25M
|
-$803K
|
-36,086
|
-9%
|
|
|
22
|
|
$8.1M
|
+$373K
|
+16,760
|
+5%
|
|
|
23
|
Perritt Capital Management
Chicago,
Illinois
|
$7.17M
|
+$124K
|
+5,567
|
+2%
|
|
|
24
|
Tillman Hartley LLC
Denver,
Colorado
|
$7.12M
|
+$69.5K
|
+3,126
|
+1%
|
|
|
25
|
Index Fund Advisors
Irvine,
California
|
$6.97M
|
+$2.08M
|
+93,400
|
+48%
|
|
