|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$760M
|
+$40.2M
|
+1,427,370
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$745M
|
+$74.5M
|
+2,646,865
|
+12%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$702M
|
+$84.5M
|
+3,002,602
|
+14%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$381M
|
+$184M
|
+6,537,537
|
+102%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$177M
|
-$375K
|
-13,334
|
-0.2%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$129M
|
+$1.83M
|
+65,025
|
+2%
|
|
|
7
|
Clarius Group LLC
Seattle,
Washington
|
$85.2M
|
+$640K
|
+22,754
|
+0.8%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$69.4M
|
+$2.88M
|
+102,197
|
+5%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$65.7M
|
-$1.07M
|
-37,865
|
-2%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$65.6M
|
+$5.32M
|
+189,193
|
+9%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$64.3M
|
+$1.29M
|
+45,692
|
+2%
|
|
|
12
|
Planning Center Inc
Moline,
Illinois
|
$57.5M
|
-$419K
|
-14,903
|
-0.8%
|
|
|
13
|
Kestra Investment Management
Austin,
Texas
|
$54.3M
|
+$51.8M
|
+1,840,775
|
New
|
|
|
14
|
Satovsky Asset Management
New York
|
$50.1M
|
+$414K
|
+14,702
|
+0.9%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$42.6M
|
-$1.07M
|
-38,196
|
-3%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$36.7M
|
+$13.9M
|
+493,704
|
+66%
|
|
|
17
|
Foster Group
West Des Moines,
Iowa
|
$35.8M
|
-$781K
|
-27,741
|
-2%
|
|
|
18
|
High Probability Advisors
Pittsford,
New York
|
$33.8M
|
-$2.38M
|
-84,696
|
-7%
|
|
|
19
|
Park Avenue Securities
New York
|
$30.3M
|
+$2.51M
|
+89,328
|
+10%
|
|
|
20
|
TCI Wealth Advisors
Tucson,
Arizona
|
$29.4M
|
+$3.98M
|
+141,473
|
+17%
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$27.2M
|
+$6.27M
|
+222,836
|
+31%
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$25.2M
|
+$12.7M
|
+452,011
|
+112%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$24.6M
|
+$23.4M
|
+832,618
|
New
|
|
|
24
|
Bridgewater Advisors
New York
|
$22.6M
|
-$1.6M
|
-56,964
|
-7%
|
|
|
25
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$19.7M
|
+$990K
|
+35,170
|
+6%
|
|
