|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$1.04B
|
+$71.7M
|
+2,156,936
|
+7%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$937M
|
+$73.1M
|
+2,201,583
|
+8%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$509M
|
+$34.1M
|
+1,026,447
|
+7%
|
|
|
4
|
Premier Financial Group
Eureka,
California
|
$211M
|
+$247K
|
+7,447
|
+1%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$202M
|
-$408K
|
-12,272
|
-0.2%
|
|
|
6
|
Clearstead Advisors
Cleveland,
Ohio
|
$178M
|
+$184M
|
+5,528,400
|
New
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$170M
|
+$13.4M
|
+402,982
|
+8%
|
|
|
8
|
Kestra Investment Management
Austin,
Texas
|
$166M
|
+$81.9M
|
+2,465,884
|
+92%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$142M
|
+$10.1M
|
+303,765
|
+7%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$101M
|
+$15.2M
|
+457,271
|
+17%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$86.4M
|
+$2.61M
|
+78,476
|
+3%
|
|
|
12
|
Aprio Wealth Management
Atlanta,
Georgia
|
$77.2M
|
+$1.2M
|
+36,266
|
+2%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$68.6M
|
+$23.9M
|
+718,964
|
+56%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$63.4M
|
-$10.9M
|
-326,765
|
-14%
|
|
|
15
|
Modera Wealth Management
Westwood,
New Jersey
|
$59.5M
|
+$7.46M
|
+224,570
|
+14%
|
|
|
16
|
Planning Center Inc
Moline,
Illinois
|
$58.9M
|
-$958K
|
-28,836
|
-2%
|
|
|
17
|
Satovsky Asset Management
New York
|
$55.2M
|
-$409K
|
-12,320
|
-0.7%
|
|
|
18
|
Foster Group
West Des Moines,
Iowa
|
$54.8M
|
+$162K
|
+4,888
|
+0.3%
|
|
|
19
|
|
$44.7M
|
+$46.1M
|
+1,388,511
|
New
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$43.5M
|
-$1.48M
|
-44,529
|
-3%
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$43M
|
+$2.25M
|
+67,861
|
+5%
|
|
|
22
|
Park Avenue Securities
New York
|
$41.1M
|
+$2.44M
|
+73,551
|
+6%
|
|
|
23
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$40.7M
|
+$759K
|
+22,850
|
+2%
|
|
|
24
|
Financial Consulate
Hunt Valley,
Maryland
|
$39.8M
|
+$1.38M
|
+41,428
|
+3%
|
|
|
25
|
High Probability Advisors
Pittsford,
New York
|
$39.4M
|
+$780K
|
+23,491
|
+2%
|
|
