|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$461M
|
+$70.4M
|
+2,652,493
|
+18%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$454M
|
+$72.4M
|
+2,725,620
|
+19%
|
|
|
3
|
Adero Partners
Pleasanton,
California
|
$156M
|
+$2.04M
|
+76,864
|
+1%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$152M
|
-$7.71M
|
-290,414
|
-5%
|
|
|
5
|
Carlson Capital Management
Northfield,
Minnesota
|
$100M
|
-$443K
|
-16,702
|
-0.4%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$79.4M
|
+$2.24M
|
+84,284
|
+3%
|
|
|
7
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$55.2M
|
+$8.68M
|
+327,016
|
+18%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$52.2M
|
+$760K
|
+28,624
|
+1%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$51.6M
|
+$4.51M
|
+169,748
|
+10%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$51.5M
|
+$11.8M
|
+443,902
|
+29%
|
|
|
11
|
Bridgewater Advisors
New York
|
$50.6M
|
+$1.33M
|
+50,111
|
+3%
|
|
|
12
|
Planning Center Inc
Moline,
Illinois
|
$47.7M
|
+$1.08M
|
+40,654
|
+2%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$46.2M
|
+$46.6M
|
+1,753,871
|
New
|
|
|
14
|
Satovsky Asset Management
New York
|
$42.8M
|
+$19.5M
|
+734,890
|
+82%
|
|
|
15
|
|
$39.4M
|
+$35.9M
|
+1,352,897
|
+933%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$39.1M
|
+$2.48M
|
+93,380
|
+7%
|
|
|
17
|
High Probability Advisors
Pittsford,
New York
|
$37.1M
|
+$963K
|
+36,287
|
+3%
|
|
|
18
|
Foster Group
West Des Moines,
Iowa
|
$31M
|
+$31.3M
|
+1,178,748
|
New
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$22.1M
|
+$8.75M
|
+329,422
|
+65%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$18.9M
|
+$490K
|
+18,463
|
+3%
|
|
|
21
|
Park Avenue Securities
New York
|
$18.9M
|
+$1.83M
|
+68,931
|
+11%
|
|
|
22
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$18.3M
|
+$1.9M
|
+71,485
|
+11%
|
|
|
23
|
Clarius Group LLC
Seattle,
Washington
|
$18.1M
|
+$3.67M
|
+138,359
|
+25%
|
|
|
24
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$16.7M
|
+$110K
|
+4,136
|
+0.7%
|
|
|
25
|
True Wealth Design
Akron,
Ohio
|
$14.6M
|
+$242K
|
+9,116
|
+2%
|
|
