|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$566M
|
+$66.8M
|
+2,496,403
|
+14%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$553M
|
+$68.5M
|
+2,559,222
|
+15%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$223M
|
+$705K
|
+26,352
|
+0.3%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$206M
|
+$8.6M
|
+321,343
|
+5%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$192M
|
+$3.08M
|
+115,168
|
+2%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$77.4M
|
+$48.7M
|
+1,820,225
|
+205%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$66.2M
|
+$61.9M
|
+2,313,227
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$62M
|
-$257K
|
-9,613
|
-0.4%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$59.1M
|
-$1.1M
|
-41,269
|
-2%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$55.3M
|
+$1.13M
|
+42,351
|
+2%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$54.3M
|
+$16.6M
|
+620,444
|
+49%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$52.6M
|
+$1.65M
|
+61,705
|
+3%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$45.8M
|
+$9.95M
|
+371,774
|
+30%
|
|
|
14
|
Planning Center Inc
Moline,
Illinois
|
$45.8M
|
+$85.5K
|
+3,196
|
+0.2%
|
|
|
15
|
Bouchey Financial Group
Troy,
New York
|
$44.9M
|
+$11.6M
|
+435,266
|
+38%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$42.9M
|
+$778K
|
+29,099
|
+2%
|
|
|
17
|
High Probability Advisors
Pittsford,
New York
|
$38.2M
|
-$1.4M
|
-52,389
|
-4%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$38M
|
+$35.5M
|
+1,328,775
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$35.4M
|
+$3.35M
|
+125,129
|
+12%
|
|
|
20
|
LVZ Inc
Holland,
Michigan
|
$33.4M
|
-$486K
|
-18,177
|
-2%
|
|
|
21
|
Park Avenue Securities
New York
|
$32.6M
|
+$2.63M
|
+98,344
|
+9%
|
|
|
22
|
Safeguard Investment Advisory Group
Corona,
California
|
$32.5M
|
+$2.14M
|
+79,872
|
+8%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$32.5M
|
+$30.4M
|
+1,135,583
|
New
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$32.2M
|
+$69K
|
+2,580
|
+0.2%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$31.5M
|
+$29.4M
|
+1,099,928
|
New
|
|
