|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$181M
|
+$84.3M
|
+3,459,330
|
+88%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$175M
|
+$85.1M
|
+3,493,283
|
+95%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$149M
|
+$89.5M
|
+3,671,261
|
+152%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$138M
|
+$186K
|
+7,635
|
+0.1%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$126M
|
+$61.3M
|
+2,514,126
|
+95%
|
|
|
6
|
Carlson Capital Management
Northfield,
Minnesota
|
$108M
|
+$12.4M
|
+507,305
|
+13%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$44.3M
|
+$1.71M
|
+70,355
|
+4%
|
|
|
8
|
Planning Center Inc
Moline,
Illinois
|
$37.4M
|
+$694K
|
+28,489
|
+2%
|
|
|
9
|
High Probability Advisors
Pittsford,
New York
|
$32.5M
|
+$2.04M
|
+83,845
|
+7%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$30M
|
-$407K
|
-16,711
|
-1%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$28.7M
|
+$3.07M
|
+126,050
|
+12%
|
|
|
12
|
Bridgewater Advisors
New York
|
$25.5M
|
+$1.05M
|
+42,930
|
+4%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.2M
|
+$2.08M
|
+85,378
|
+11%
|
|
|
14
|
Satovsky Asset Management
New York
|
$20.7M
|
+$272K
|
+11,169
|
+1%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$16.6M
|
+$1.15M
|
+47,356
|
+8%
|
|
|
16
|
|
$11.1M
|
-$1.97M
|
-80,952
|
-15%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
$10.9M
|
-$23.4K
|
-960
|
-0.2%
|
|
|
18
|
BetterWealth
San Jose,
California
|
$10.4M
|
+$47.7K
|
+1,957
|
+0.5%
|
|
|
19
|
Park Avenue Securities
New York
|
$9.59M
|
+$1.26M
|
+51,587
|
+15%
|
|
|
20
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$8.99M
|
+$2.37M
|
+97,394
|
+36%
|
|
|
21
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$8.46M
|
+$317K
|
+13,004
|
+4%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$8.44M
|
+$173K
|
+7,086
|
+2%
|
|
|
23
|
True Wealth Design
Akron,
Ohio
|
$8.2M
|
+$874K
|
+35,853
|
+12%
|
|
|
24
|
Silicon Hills Wealth Management
Austin,
Texas
|
$6.61M
|
-$28.5K
|
-1,168
|
-0.4%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$6.5M
|
+$6.47M
|
+265,498
|
New
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