|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$955M
|
+$54.6M
|
+1,759,268
|
+6%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$852M
|
+$49.4M
|
+1,592,821
|
+6%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$459M
|
+$32.5M
|
+1,048,330
|
+8%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$199M
|
+$1.59M
|
+51,072
|
+0.8%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$155M
|
+$45.8K
|
+1,474
|
+0%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$130M
|
+$20.3M
|
+653,405
|
+19%
|
|
|
7
|
Clarius Group LLC
Seattle,
Washington
|
$86.3M
|
+$1.2M
|
+38,753
|
+1%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$85.2M
|
+$9.5M
|
+305,990
|
+13%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$84.6M
|
+$19.4M
|
+623,925
|
+30%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$82.4M
|
+$3.2M
|
+103,135
|
+4%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$74.7M
|
+$3.42M
|
+110,193
|
+5%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$72.7M
|
+$934K
|
+30,098
|
+1%
|
|
|
13
|
Planning Center Inc
Moline,
Illinois
|
$58.8M
|
-$3.9M
|
-125,662
|
-6%
|
|
|
14
|
Satovsky Asset Management
New York
|
$54.7M
|
+$302K
|
+9,726
|
+0.6%
|
|
|
15
|
Foster Group
West Des Moines,
Iowa
|
$53.7M
|
+$859K
|
+27,666
|
+2%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$51.4M
|
+$5.12M
|
+164,851
|
+11%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$44.1M
|
+$42.8M
|
+1,379,121
|
+9,393%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$40.5M
|
+$4.63M
|
+149,006
|
+13%
|
|
|
19
|
TCI Wealth Advisors
Tucson,
Arizona
|
$40.1M
|
+$4.08M
|
+131,303
|
+12%
|
|
|
20
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$39.3M
|
+$38.5M
|
+1,240,129
|
New
|
|
|
21
|
Park Avenue Securities
New York
|
$38M
|
+$2.26M
|
+72,813
|
+6%
|
|
|
22
|
High Probability Advisors
Pittsford,
New York
|
$38M
|
+$611K
|
+19,697
|
+2%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$37.8M
|
+$482K
|
+15,526
|
+1%
|
|
|
24
|
Bridgewater Advisors
New York
|
$22.6M
|
+$496K
|
+15,968
|
+2%
|
|
|
25
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$22M
|
-$100K
|
-3,233
|
-0.5%
|
|
