|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$425M
|
-$24M
|
-778,222
|
-6%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$194M
|
-$7.71M
|
-250,393
|
-4%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$192M
|
+$180M
|
+5,843,278
|
+455,084%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$82.9M
|
+$5.81M
|
+188,685
|
+8%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$66.9M
|
+$11.8M
|
+384,674
|
+23%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$41.5M
|
-$1.02M
|
-33,078
|
-3%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$38.8M
|
-$1.79M
|
-58,251
|
-5%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$35.6M
|
+$1.25M
|
+40,521
|
+4%
|
|
|
9
|
|
$34M
|
+$2.51M
|
+81,518
|
+9%
|
|
|
10
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$33.1M
|
-$607K
|
-19,732
|
-2%
|
|
|
11
|
Northern Trust
Chicago,
Illinois
|
$32.9M
|
+$11.7M
|
+380,815
|
+62%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$32.5M
|
+$1.24M
|
+40,281
|
+4%
|
|
|
13
|
Premier Financial Group
Eureka,
California
|
$29M
|
+$26M
|
+845,687
|
New
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$28.3M
|
+$3.03M
|
+98,537
|
+13%
|
|
|
15
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$27.8M
|
+$5.74M
|
+186,604
|
+29%
|
|
|
16
|
Planning Center Inc
Moline,
Illinois
|
$27.3M
|
-$1.01M
|
-32,796
|
-4%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$25.3M
|
+$4.78M
|
+155,413
|
+25%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$25.2M
|
+$12.2M
|
+395,577
|
+107%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$24.8M
|
+$1.57M
|
+51,076
|
+7%
|
|
|
20
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$24.6M
|
-$393K
|
-12,785
|
-2%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.5M
|
-$20.6K
|
-669
|
-0.1%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$21.1M
|
+$2.41M
|
+78,238
|
+14%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.8M
|
+$1.11M
|
+36,057
|
+6%
|
|
|
24
|
Integris Wealth Management
Monterey,
California
|
$20.2M
|
+$226K
|
+7,330
|
+1%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$19.8M
|
+$238K
|
+7,736
|
+1%
|
|
