|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$524M
|
+$17.1M
|
+470,390
|
+4%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$223M
|
+$297K
|
+8,193
|
+0.1%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$221M
|
-$3.16M
|
-87,097
|
-1%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$99.7M
|
+$12.9M
|
+355,802
|
+16%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$82.6M
|
+$66.5M
|
+1,832,512
|
+537%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$82M
|
+$1.79M
|
+49,452
|
+2%
|
|
|
7
|
|
$48.5M
|
+$2.67M
|
+73,609
|
+6%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$47.1M
|
-$494K
|
-13,613
|
-1%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$46M
|
+$50.1K
|
+1,381
|
+0.1%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$44.3M
|
+$929K
|
+25,605
|
+2%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$43.4M
|
+$1.65M
|
+45,407
|
+4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$40.1M
|
+$18M
|
+497,363
|
+89%
|
|
|
13
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$37.8M
|
-$230K
|
-6,338
|
-0.6%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$37.4M
|
+$5.42M
|
+149,564
|
+18%
|
|
|
15
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$34M
|
+$144K
|
+3,979
|
+0.4%
|
|
|
16
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$33.5M
|
+$18M
|
+495,105
|
+133%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$33.3M
|
+$5.73M
|
+157,990
|
+22%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$33M
|
+$831K
|
+22,911
|
+3%
|
|
|
19
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$31.7M
|
-$1.22M
|
-33,560
|
-4%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31M
|
+$515K
|
+14,206
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.4M
|
+$9.43M
|
+260,114
|
+51%
|
|
|
22
|
Premier Financial Group
Eureka,
California
|
$28M
|
-$3.79M
|
-104,447
|
-12%
|
|
|
23
|
Planning Center Inc
Moline,
Illinois
|
$27.8M
|
-$2.9M
|
-79,886
|
-10%
|
|
|
24
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$25.1M
|
-$2.52M
|
-69,379
|
-10%
|
|
|
25
|
Integris Wealth Management
Monterey,
California
|
$24.5M
|
+$688K
|
+18,977
|
+3%
|
|
