|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$1.22B
|
+$111M
|
+3,281,893
|
+10%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$1.11B
|
+$111M
|
+3,285,675
|
+11%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$585M
|
+$54.8M
|
+1,618,435
|
+10%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$217M
|
+$3.49M
|
+103,165
|
+2%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$180M
|
-$739K
|
-21,816
|
-0.4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$162M
|
+$11.4M
|
+336,629
|
+8%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$127M
|
+$19.9M
|
+587,865
|
+19%
|
|
|
8
|
Kestra Investment Management
Austin,
Texas
|
$105M
|
-$69.9M
|
-2,065,769
|
-40%
|
|
|
9
|
Clearstead Advisors
Cleveland,
Ohio
|
$104M
|
-$84.2M
|
-2,488,253
|
-45%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$95.8M
|
+$4.22M
|
+124,700
|
+5%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$77.2M
|
-$4.54M
|
-134,127
|
-6%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$71.6M
|
+$3.33M
|
+98,390
|
+5%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$70.6M
|
+$7.48M
|
+221,057
|
+12%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$67.3M
|
+$119K
|
+3,521
|
+0.2%
|
|
|
15
|
Planning Center Inc
Moline,
Illinois
|
$63.6M
|
+$1.25M
|
+36,817
|
+2%
|
|
|
16
|
Foster Group
West Des Moines,
Iowa
|
$59.7M
|
+$1.65M
|
+48,709
|
+3%
|
|
|
17
|
Satovsky Asset Management
New York
|
$58.7M
|
+$191K
|
+5,643
|
+0.3%
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
$56.2M
|
+$10.6M
|
+312,187
|
+23%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$52.8M
|
+$52.3M
|
+1,544,909
|
+120,980%
|
|
|
20
|
Park Avenue Securities
New York
|
$46.9M
|
+$3.35M
|
+98,900
|
+8%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$45.2M
|
-$882K
|
-26,038
|
-2%
|
|
|
22
|
High Probability Advisors
Pittsford,
New York
|
$44.6M
|
+$2.88M
|
+85,082
|
+7%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$44.4M
|
+$2.21M
|
+65,194
|
+5%
|
|
|
24
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$43.7M
|
+$629K
|
+18,567
|
+1%
|
|
|
25
|
|
$34.7M
|
-$12.6M
|
-372,939
|
-27%
|
|
