|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$401M
|
+$110M
|
+4,217,036
|
+40%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$395M
|
+$107M
|
+4,114,284
|
+39%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$164M
|
-$2.94M
|
-113,268
|
-2%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$157M
|
+$922K
|
+35,510
|
+0.6%
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
$103M
|
-$33.6M
|
-1,292,818
|
-25%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$79M
|
+$3.21M
|
+123,523
|
+4%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$52.7M
|
-$134K
|
-5,177
|
-0.3%
|
|
|
8
|
Bridgewater Advisors
New York
|
$50.8M
|
+$19.1M
|
+735,403
|
+64%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47.9M
|
+$4.22M
|
+162,605
|
+10%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$47.7M
|
+$27.2M
|
+1,048,279
|
+145%
|
|
|
11
|
Planning Center Inc
Moline,
Illinois
|
$47.7M
|
+$2.69M
|
+103,521
|
+6%
|
|
|
12
|
Aprio Wealth Management
Atlanta,
Georgia
|
$40.8M
|
+$4.9M
|
+188,800
|
+14%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$37.5M
|
+$2.52M
|
+97,013
|
+7%
|
|
|
14
|
High Probability Advisors
Pittsford,
New York
|
$37M
|
+$837K
|
+32,215
|
+2%
|
|
|
15
|
Satovsky Asset Management
New York
|
$24M
|
-$206K
|
-7,939
|
-0.9%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$18.8M
|
+$834K
|
+32,117
|
+5%
|
|
|
17
|
Park Avenue Securities
New York
|
$17.5M
|
+$3.97M
|
+152,793
|
+31%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17M
|
+$106K
|
+4,085
|
+0.7%
|
|
|
19
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$16.8M
|
+$1.85M
|
+71,307
|
+13%
|
|
|
20
|
Empowered Funds
Havertown,
Pennsylvania
|
$15.1M
|
+$14.6M
|
+560,799
|
New
|
|
|
21
|
Clarius Group LLC
Seattle,
Washington
|
$14.8M
|
+$13.9M
|
+535,453
|
+3,579%
|
|
|
22
|
True Wealth Design
Akron,
Ohio
|
$14.7M
|
+$2.7M
|
+103,898
|
+24%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$13.7M
|
+$3.81M
|
+146,734
|
+40%
|
|
|
24
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$13.4M
|
+$2.7M
|
+104,116
|
+26%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$13.2M
|
+$428K
|
+16,471
|
+3%
|
|
