|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$211M
|
+$41.4M
|
+1,709,028
|
+23%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$205M
|
+$41.4M
|
+1,707,759
|
+24%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$137M
|
+$18.3M
|
+754,781
|
+15%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$132M
|
+$1.79M
|
+73,952
|
+1%
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
$107M
|
+$5.07M
|
+209,389
|
+5%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$65.2M
|
-$79.2M
|
-3,267,911
|
-54%
|
|
|
7
|
|
$55.9M
|
+$47.5M
|
+1,959,115
|
+432%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$41.1M
|
-$876K
|
-36,174
|
-2%
|
|
|
9
|
Planning Center Inc
Moline,
Illinois
|
$37.6M
|
+$2.27M
|
+93,725
|
+6%
|
|
|
10
|
High Probability Advisors
Pittsford,
New York
|
$31.7M
|
+$896K
|
+37,004
|
+3%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$30M
|
+$1.57M
|
+64,904
|
+5%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$29.4M
|
+$2.23M
|
+92,245
|
+8%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.9M
|
+$6.38M
|
+263,362
|
+31%
|
|
|
14
|
Bridgewater Advisors
New York
|
$25.1M
|
+$1.04M
|
+43,079
|
+4%
|
|
|
15
|
Satovsky Asset Management
New York
|
$20.4M
|
+$821K
|
+33,896
|
+4%
|
|
|
16
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$18.7M
|
+$18.7M
|
+770,770
|
+23,392%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$16.6M
|
+$978K
|
+40,369
|
+6%
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$10.9M
|
+$530K
|
+21,885
|
+5%
|
|
|
19
|
Park Avenue Securities
New York
|
$10.4M
|
+$1.37M
|
+56,711
|
+14%
|
|
|
20
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$10.1M
|
+$1.71M
|
+70,491
|
+19%
|
|
|
21
|
BetterWealth
San Jose,
California
|
$9.9M
|
-$363
|
-15
|
-0%
|
|
|
22
|
True Wealth Design
Akron,
Ohio
|
$9.41M
|
+$1.71M
|
+70,464
|
+21%
|
|
|
23
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$8.85M
|
+$873K
|
+36,052
|
+10%
|
|
|
24
|
TCI Wealth Advisors
Tucson,
Arizona
|
$8.52M
|
+$547K
|
+22,564
|
+7%
|
|
|
25
|
Verdad Advisers
Boston,
Massachusetts
|
$7.05M
|
+$5.41M
|
+223,500
|
+278%
|
|
