|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$549M
|
+$5.36M
|
+132,482
|
+1%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$227M
|
-$5.18M
|
-128,128
|
-2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$221M
|
-$8.75M
|
-216,294
|
-4%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$114M
|
+$10.5M
|
+260,660
|
+10%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$90M
|
+$5.02M
|
+124,205
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$89.5M
|
+$49.1M
|
+1,214,321
|
+115%
|
|
|
7
|
|
$56M
|
+$5.83M
|
+144,026
|
+11%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$48.2M
|
-$704K
|
-17,395
|
-1%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$47M
|
+$1.01M
|
+24,918
|
+2%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$46.8M
|
+$1.76M
|
+43,573
|
+4%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$46.2M
|
+$11.9M
|
+295,271
|
+34%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$41.8M
|
-$45.1M
|
-1,114,898
|
-51%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$40.1M
|
+$1.28M
|
+31,545
|
+3%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$39.6M
|
-$8.39M
|
-207,442
|
-17%
|
|
|
15
|
|
$39.4M
|
+$20.2M
|
+498,746
|
+100%
|
|
|
16
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$38.9M
|
-$1.35M
|
-33,441
|
-3%
|
|
|
17
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$35.9M
|
+$622K
|
+15,372
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.8M
|
+$5.37M
|
+132,766
|
+17%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$34.8M
|
+$472K
|
+11,664
|
+1%
|
|
|
20
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$34.6M
|
+$452K
|
+11,161
|
+1%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.8M
|
-$394K
|
-9,743
|
-1%
|
|
|
22
|
Premier Financial Group
Eureka,
California
|
$29.6M
|
+$95.4K
|
+2,357
|
+0.3%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$27.5M
|
+$2.52M
|
+62,210
|
+10%
|
|
|
24
|
Planning Center Inc
Moline,
Illinois
|
$27.2M
|
-$1.77M
|
-43,813
|
-6%
|
|
|
25
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$25.5M
|
-$547K
|
-13,511
|
-2%
|
|
