|
1
|
Adero Partners
Pleasanton,
California
|
$136M
|
-$4.43M
|
-188,285
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.7M
|
+$38.1M
|
+1,618,275
|
+70%
|
|
|
3
|
Carlson Capital Management
Northfield,
Minnesota
|
$94.5M
|
+$20.1M
|
+855,118
|
+28%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$88.5M
|
+$40M
|
+1,697,312
|
+87%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$64M
|
+$17.6M
|
+747,634
|
+39%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$58.2M
|
+$2.65M
|
+112,414
|
+5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$42M
|
+$17.3M
|
+734,846
|
+73%
|
|
|
8
|
Planning Center Inc
Moline,
Illinois
|
$37.2M
|
+$7.89M
|
+335,010
|
+29%
|
|
|
9
|
High Probability Advisors
Pittsford,
New York
|
$30.1M
|
+$3.1M
|
+131,510
|
+12%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$30.1M
|
+$10.6M
|
+450,290
|
+57%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$25.3M
|
+$2.75M
|
+116,843
|
+13%
|
|
|
12
|
Bridgewater Advisors
New York
|
$24.1M
|
+$2.65M
|
+112,533
|
+13%
|
|
|
13
|
Satovsky Asset Management
New York
|
$20.4M
|
+$2.64M
|
+112,030
|
+16%
|
|
|
14
|
Litman Gregory Wealth Management
Larkspur,
California
|
$20.4M
|
+$19.7M
|
+834,694
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.4M
|
+$1.91M
|
+81,117
|
+12%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.2M
|
+$922K
|
+39,167
|
+7%
|
|
|
17
|
|
$12.9M
|
+$3.35M
|
+142,298
|
+36%
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$10.8M
|
+$96.3K
|
+4,090
|
+0.9%
|
|
|
19
|
BetterWealth
San Jose,
California
|
$10.3M
|
+$340K
|
+14,425
|
+4%
|
|
|
20
|
Park Avenue Securities
New York
|
$8.23M
|
+$857K
|
+36,411
|
+12%
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$8.17M
|
+$174K
|
+7,411
|
+2%
|
|
|
22
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$8.05M
|
+$637K
|
+27,036
|
+9%
|
|
|
23
|
Liberty Wealth Management
Oakland,
California
|
$7.35M
|
+$7.19M
|
+305,480
|
New
|
|
|
24
|
True Wealth Design
Akron,
Ohio
|
$7.24M
|
+$304K
|
+12,916
|
+5%
|
|
|
25
|
Silicon Hills Wealth Management
Austin,
Texas
|
$6.56M
|
+$4.72M
|
+200,657
|
+285%
|
|
