|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$445M
|
+$71.1M
|
+2,660,095
|
+18%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$430M
|
+$68.7M
|
+2,570,634
|
+18%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$200M
|
+$143K
|
+5,357
|
+0.1%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$177M
|
+$22.2M
|
+832,066
|
+14%
|
|
|
5
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$170M
|
+$168M
|
+6,302,947
|
+8,901%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$169M
|
+$1.63M
|
+60,964
|
+0.9%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$55.9M
|
-$2.36M
|
-88,302
|
-4%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$54.1M
|
+$1.52M
|
+56,863
|
+3%
|
|
|
9
|
Aprio Wealth Management
Atlanta,
Georgia
|
$48.5M
|
+$2.29M
|
+85,735
|
+5%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$45.6M
|
+$4.25M
|
+158,917
|
+10%
|
|
|
11
|
Planning Center Inc
Moline,
Illinois
|
$41M
|
+$1.09M
|
+40,940
|
+3%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$37.8M
|
+$554K
|
+20,720
|
+1%
|
|
|
13
|
High Probability Advisors
Pittsford,
New York
|
$35.6M
|
+$949K
|
+35,487
|
+3%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33.4M
|
+$7.62M
|
+285,085
|
+30%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$32.8M
|
+$11.2M
|
+419,692
|
+49%
|
|
|
16
|
3D/L Capital Management
Hartford,
Connecticut
|
$30.7M
|
-$2.33M
|
-87,273
|
-7%
|
|
|
17
|
LVZ Inc
Holland,
Michigan
|
$30.5M
|
-$1.45M
|
-54,191
|
-4%
|
|
|
18
|
Bouchey Financial Group
Troy,
New York
|
$29.1M
|
+$4.21M
|
+157,562
|
+16%
|
|
|
19
|
Efficient Advisors
Mason,
Ohio
|
$28.9M
|
-$797K
|
-29,819
|
-3%
|
|
|
20
|
Pathstone Family Office
Englewood,
New Jersey
|
$28.3M
|
-$32.2M
|
-1,204,679
|
-52%
|
|
|
21
|
Catalyst Capital Advisors
Huntington,
New York
|
$28.3M
|
+$29.4M
|
+1,099,834
|
New
|
|
|
22
|
Millburn Ridgefield Corp
New York
|
$28.3M
|
+$29.4M
|
+1,099,834
|
New
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$27.7M
|
+$2.32M
|
+86,963
|
+9%
|
|
|
24
|
Safeguard Investment Advisory Group
Corona,
California
|
$27.2M
|
+$2.79M
|
+104,245
|
+11%
|
|
|
25
|
Park Avenue Securities
New York
|
$26.7M
|
+$3.16M
|
+118,301
|
+13%
|
|
