|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$621M
|
+$132M
|
+4,911,481
|
+28%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$611M
|
+$128M
|
+4,775,428
|
+27%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$235M
|
+$181M
|
+6,725,282
|
+383%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$168M
|
+$3.41M
|
+127,031
|
+2%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$166M
|
+$5.88M
|
+218,714
|
+4%
|
|
|
6
|
Carlson Capital Management
Northfield,
Minnesota
|
$108M
|
+$2.28M
|
+84,896
|
+2%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$86.3M
|
+$2.65M
|
+98,588
|
+3%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$67.5M
|
+$65.5M
|
+2,436,949
|
New
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$57.1M
|
+$2.86M
|
+106,522
|
+5%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$55.7M
|
+$736K
|
+27,398
|
+1%
|
|
|
11
|
Bridgewater Advisors
New York
|
$52.2M
|
+$846K
|
+31,512
|
+2%
|
|
|
12
|
Planning Center Inc
Moline,
Illinois
|
$51.2M
|
+$943K
|
+35,106
|
+2%
|
|
|
13
|
Aprio Wealth Management
Atlanta,
Georgia
|
$49.9M
|
-$4.21M
|
-156,707
|
-8%
|
|
|
14
|
Satovsky Asset Management
New York
|
$46M
|
+$970K
|
+36,124
|
+2%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$41.2M
|
+$68.5K
|
+2,551
|
+0.2%
|
|
|
16
|
High Probability Advisors
Pittsford,
New York
|
$35.7M
|
-$3.21M
|
-119,406
|
-8%
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$34.8M
|
+$11.1M
|
+415,026
|
+49%
|
|
|
18
|
Foster Group
West Des Moines,
Iowa
|
$33.1M
|
+$445K
|
+16,572
|
+1%
|
|
|
19
|
|
$29.6M
|
-$11.5M
|
-429,093
|
-29%
|
|
|
20
|
Clarius Group LLC
Seattle,
Washington
|
$23.4M
|
+$4.89M
|
+181,968
|
+26%
|
|
|
21
|
Park Avenue Securities
New York
|
$21.8M
|
+$1.87M
|
+69,611
|
+10%
|
|
|
22
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$20.8M
|
+$1.46M
|
+54,445
|
+8%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$19.1M
|
-$802K
|
-29,861
|
-4%
|
|
|
24
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17.7M
|
+$136K
|
+5,072
|
+0.8%
|
|
|
25
|
TCI Wealth Advisors
Tucson,
Arizona
|
$16.4M
|
+$2.88M
|
+107,113
|
+22%
|
|
