|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$273M
|
+$37.5M
|
+1,570,304
|
+17%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$270M
|
+$39.9M
|
+1,670,859
|
+19%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$159M
|
+$6.66M
|
+278,512
|
+5%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$149M
|
+$2.73M
|
+114,222
|
+2%
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
$131M
|
+$11.8M
|
+495,011
|
+11%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$72.1M
|
-$38K
|
-1,592
|
-0.1%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$50.3M
|
+$4.48M
|
+187,514
|
+11%
|
|
|
8
|
Planning Center Inc
Moline,
Illinois
|
$42.8M
|
+$1.06M
|
+44,218
|
+3%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.5M
|
+$12M
|
+503,323
|
+45%
|
|
|
10
|
High Probability Advisors
Pittsford,
New York
|
$34.4M
|
-$602K
|
-25,191
|
-2%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$34M
|
+$786K
|
+32,888
|
+3%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$33.3M
|
+$711K
|
+29,742
|
+2%
|
|
|
13
|
Bridgewater Advisors
New York
|
$29.6M
|
+$1.62M
|
+67,666
|
+6%
|
|
|
14
|
Satovsky Asset Management
New York
|
$23.1M
|
+$459K
|
+19,202
|
+2%
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$18.6M
|
+$12.5M
|
+522,463
|
+260%
|
|
|
16
|
|
$18.4M
|
-$40.5M
|
-1,693,619
|
-70%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$17.1M
|
-$1.2M
|
-50,416
|
-7%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$16.1M
|
+$15M
|
+626,435
|
New
|
|
|
19
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$14.2M
|
+$2.77M
|
+116,010
|
+27%
|
|
|
20
|
Park Avenue Securities
New York
|
$12.7M
|
+$1.12M
|
+46,861
|
+10%
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
$12.1M
|
+$80.9K
|
+3,387
|
+0.7%
|
|
|
22
|
True Wealth Design
Akron,
Ohio
|
$11.3M
|
+$871K
|
+36,467
|
+9%
|
|
|
23
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$11M
|
+$10.3M
|
+429,819
|
New
|
|
|
24
|
BetterWealth
San Jose,
California
|
$10.8M
|
-$133K
|
-5,550
|
-1%
|
|
|
25
|
TCI Wealth Advisors
Tucson,
Arizona
|
$10.2M
|
+$747K
|
+31,262
|
+9%
|
|
