|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$538M
|
-$20.7M
|
-499,375
|
-4%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$226M
|
+$1.56M
|
+37,606
|
+0.7%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$209M
|
-$22.1M
|
-533,356
|
-9%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$125M
|
+$9.7M
|
+233,982
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$30M
|
+722,218
|
+32%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$109M
|
+$66.9M
|
+1,613,397
|
+159%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$99.7M
|
+$102M
|
+2,450,942
|
+7,163%
|
|
|
8
|
Ritholtz Wealth Management
New York
|
$95.7M
|
+$4.29M
|
+103,516
|
+5%
|
|
|
9
|
|
$63.9M
|
+$7.19M
|
+173,472
|
+12%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$56.7M
|
+$29.7M
|
+715,642
|
+103%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$52.9M
|
+$5.25M
|
+126,618
|
+11%
|
|
|
12
|
Evanson Financial
Mclean,
Virginia
|
$48.6M
|
+$50.2M
|
+1,210,764
|
New
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$48.6M
|
-$437K
|
-10,532
|
-0.9%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$41.1M
|
-$1.41M
|
-34,091
|
-3%
|
|
|
15
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$39.3M
|
+$2.89M
|
+69,562
|
+8%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$39.3M
|
-$1.04M
|
-24,990
|
-2%
|
|
|
17
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$38.5M
|
+$536K
|
+12,929
|
+1%
|
|
|
18
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$35.5M
|
+$1.37M
|
+33,105
|
+4%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$35.2M
|
-$138K
|
-3,326
|
-0.4%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33.3M
|
+$929K
|
+22,393
|
+3%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$33.1M
|
+$10.5M
|
+253,103
|
+44%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.7M
|
-$3.78M
|
-91,203
|
-10%
|
|
|
23
|
|
$31.5M
|
-$8.82M
|
-212,707
|
-21%
|
|
|
24
|
Planning Center Inc
Moline,
Illinois
|
$28M
|
+$374K
|
+9,025
|
+1%
|
|
|
25
|
Index Fund Advisors
Irvine,
California
|
$26.2M
|
+$1.2M
|
+28,984
|
+5%
|
|
