|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$389M
|
+$196M
|
+7,751,285
|
+112%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$376M
|
+$198M
|
+7,831,530
|
+123%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$206M
|
+$3.43M
|
+135,776
|
+2%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$173M
|
+$2.34M
|
+92,597
|
+1%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$160M
|
+$71.3M
|
+2,824,446
|
+88%
|
|
|
6
|
Pathstone Family Office
Englewood,
New Jersey
|
$61.8M
|
+$129K
|
+5,119
|
+0.2%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$60.1M
|
+$2.51M
|
+99,482
|
+5%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$54.4M
|
+$51.7M
|
+2,049,336
|
New
|
|
|
9
|
Aprio Wealth Management
Atlanta,
Georgia
|
$47.9M
|
-$109K
|
-4,338
|
-0.2%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$42.9M
|
+$5.54M
|
+219,466
|
+16%
|
|
|
11
|
Planning Center Inc
Moline,
Illinois
|
$41.3M
|
+$1.76M
|
+69,905
|
+5%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$38.5M
|
+$1.09M
|
+43,078
|
+3%
|
|
|
13
|
High Probability Advisors
Pittsford,
New York
|
$35.8M
|
+$1.82M
|
+71,994
|
+6%
|
|
|
14
|
3D/L Capital Management
Hartford,
Connecticut
|
$34M
|
-$3.46M
|
-137,132
|
-10%
|
|
|
15
|
LVZ Inc
Holland,
Michigan
|
$32.9M
|
-$26.4M
|
-1,046,506
|
-46%
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
$30.6M
|
+$529K
|
+20,979
|
+2%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$30.3M
|
-$156K
|
-6,162
|
-0.5%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$26.3M
|
+$2.35M
|
+93,208
|
+10%
|
|
|
19
|
Financial Consulate
Hunt Valley,
Maryland
|
$26.2M
|
+$24.9M
|
+985,834
|
New
|
|
|
20
|
Bouchey Financial Group
Troy,
New York
|
$25.9M
|
+$2.65M
|
+104,974
|
+12%
|
|
|
21
|
Safeguard Investment Advisory Group
Corona,
California
|
$25.3M
|
+$4.59M
|
+181,853
|
+24%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25M
|
+$2.05M
|
+81,220
|
+9%
|
|
|
23
|
Burton Enright Welch
Walnut Creek,
California
|
$24.8M
|
+$23.6M
|
+935,829
|
New
|
|
|
24
|
Park Avenue Securities
New York
|
$24.5M
|
+$3.43M
|
+135,883
|
+17%
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$22.8M
|
+$12.1M
|
+478,031
|
+126%
|
|
