|
1
|
Adero Partners
Pleasanton,
California
|
$128M
|
+$26.3M
|
+1,236,087
|
+27%
|
|
|
2
|
Carlson Capital Management
Northfield,
Minnesota
|
$67.3M
|
+$14.9M
|
+701,218
|
+30%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$50.7M
|
+$46.1M
|
+2,164,205
|
+1,607%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$50.6M
|
+$4.87M
|
+228,902
|
+11%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$43.3M
|
+$38.9M
|
+1,827,533
|
+1,357%
|
|
|
6
|
Forum Financial Management
Lombard,
Illinois
|
$41.9M
|
+$28.5M
|
+1,337,683
|
+238%
|
|
|
7
|
Planning Center Inc
Moline,
Illinois
|
$25.7M
|
+$24.8M
|
+1,165,944
|
New
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$24.5M
|
+$10.4M
|
+486,406
|
+78%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$22.2M
|
-$9.48M
|
-445,343
|
-31%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$20.5M
|
+$19.8M
|
+931,213
|
New
|
|
|
11
|
Bridgewater Advisors
New York
|
$19.5M
|
+$17.1M
|
+803,103
|
+972%
|
|
|
12
|
Aprio Wealth Management
Atlanta,
Georgia
|
$17.5M
|
+$9.64M
|
+452,624
|
+133%
|
|
|
13
|
Satovsky Asset Management
New York
|
$16M
|
+$4.44M
|
+208,599
|
+41%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.5M
|
+$4.17M
|
+195,870
|
+40%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13M
|
+$4.23M
|
+198,567
|
+51%
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
$9.79M
|
+$9.46M
|
+444,045
|
New
|
|
|
17
|
BetterWealth
San Jose,
California
|
$9.05M
|
+$646K
|
+30,346
|
+8%
|
|
|
18
|
|
$8.64M
|
+$8.35M
|
+392,048
|
New
|
|
|
19
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7.29M
|
+$4.89M
|
+229,528
|
+227%
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$6.74M
|
+$6.51M
|
+305,716
|
New
|
|
|
21
|
Park Avenue Securities
New York
|
$6.7M
|
+$6.47M
|
+303,801
|
New
|
|
|
22
|
True Wealth Design
Akron,
Ohio
|
$6.31M
|
+$6.1M
|
+286,386
|
New
|
|
|
23
|
CPA Asset Management
West Palm Beach,
Florida
|
$5.43M
|
+$5.25M
|
+246,369
|
New
|
|
|
24
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.87M
|
+$2.09M
|
+98,012
|
+80%
|
|
|
25
|
3D/L Capital Management
Hartford,
Connecticut
|
$3.52M
|
+$192K
|
+9,030
|
+6%
|
|
