|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$656M
|
+$55.1M
|
+2,059,660
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$609M
|
-$35.2M
|
-1,316,774
|
-6%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$561M
|
+$143M
|
+5,336,711
|
+34%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$174M
|
+$3.25M
|
+121,619
|
+2%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$172M
|
+$95M
|
+3,554,643
|
+126%
|
|
|
6
|
Forum Financial Management
Lombard,
Illinois
|
$162M
|
-$5.68M
|
-212,358
|
-3%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$116M
|
+$106M
|
+3,954,483
|
+1,084%
|
|
|
8
|
Clarius Group LLC
Seattle,
Washington
|
$77.2M
|
+$37.1M
|
+1,387,794
|
+94%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$61M
|
+$2.48M
|
+92,940
|
+4%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60.6M
|
+$2.41M
|
+90,296
|
+4%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$57.5M
|
+$3.39M
|
+126,724
|
+6%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$54.8M
|
+$10.4M
|
+390,875
|
+24%
|
|
|
13
|
Planning Center Inc
Moline,
Illinois
|
$53M
|
+$2.03M
|
+76,102
|
+4%
|
|
|
14
|
Satovsky Asset Management
New York
|
$45.3M
|
+$463K
|
+17,327
|
+1%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$39.9M
|
-$611K
|
-22,849
|
-2%
|
|
|
16
|
Foster Group
West Des Moines,
Iowa
|
$33.4M
|
+$71.9K
|
+2,691
|
+0.2%
|
|
|
17
|
|
$33.2M
|
-$9.24M
|
-345,585
|
-22%
|
|
|
18
|
High Probability Advisors
Pittsford,
New York
|
$33.1M
|
-$1.36M
|
-50,778
|
-4%
|
|
|
19
|
Park Avenue Securities
New York
|
$25.3M
|
+$1.68M
|
+62,799
|
+7%
|
|
|
20
|
Bridgewater Advisors
New York
|
$23M
|
-$8.78M
|
-328,479
|
-28%
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$23M
|
+$3.64M
|
+136,207
|
+19%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$20.2M
|
+$18.2M
|
+679,878
|
+952%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$18.4M
|
+$11.6M
|
+433,073
|
+158%
|
|
|
24
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$18M
|
+$6.42K
|
+240
|
+0%
|
|
|
25
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$16M
|
–
|
–
|
–
|
|
