|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$475M
|
+$13.6M
|
+395,407
|
+3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$211M
|
+$332K
|
+9,673
|
+0.2%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$209M
|
+$665K
|
+19,409
|
+0.3%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$81M
|
-$8.64M
|
-252,035
|
-10%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$75.2M
|
+$2.6M
|
+75,872
|
+4%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$44.7M
|
-$312K
|
-9,092
|
-0.7%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$43.2M
|
+$1.04M
|
+30,434
|
+3%
|
|
|
8
|
|
$42.9M
|
+$5.76M
|
+167,887
|
+16%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$40.7M
|
+$4.86M
|
+141,887
|
+14%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$39.2M
|
+$3.76M
|
+109,562
|
+11%
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$35.4M
|
-$469K
|
-13,692
|
-1%
|
|
|
12
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$31.8M
|
+$1.1M
|
+32,223
|
+4%
|
|
|
13
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$30.8M
|
+$825K
|
+24,059
|
+3%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$30.2M
|
+$8.42M
|
+245,586
|
+41%
|
|
|
15
|
Premier Financial Group
Eureka,
California
|
$29.9M
|
-$212K
|
-6,170
|
-0.7%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$29.8M
|
+$2.26M
|
+65,848
|
+9%
|
|
|
17
|
Planning Center Inc
Moline,
Illinois
|
$29M
|
-$611K
|
-17,832
|
-2%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.7M
|
+$1.99M
|
+58,031
|
+8%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$27.2M
|
+$341K
|
+9,942
|
+1%
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25.6M
|
+$2.66M
|
+77,670
|
+12%
|
|
|
21
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$25.3M
|
-$618K
|
-18,027
|
-2%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.5M
|
+$90.2K
|
+2,632
|
+0.4%
|
|
|
23
|
Integris Wealth Management
Monterey,
California
|
$22.3M
|
+$373K
|
+10,882
|
+2%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
+$2.09M
|
+60,830
|
+12%
|
|
|
25
|
Index Fund Advisors
Irvine,
California
|
$19.9M
|
+$1.79M
|
+52,267
|
+10%
|
|
