|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$832M
|
+$210M
|
+6,998,213
|
+36%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$811M
|
+$175M
|
+5,848,884
|
+30%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$256M
|
+$8.76M
|
+292,095
|
+4%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$224M
|
-$3.59M
|
-119,690
|
-2%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$212M
|
-$397K
|
-13,226
|
-0.2%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$83.5M
|
+$9.86M
|
+328,998
|
+14%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$77.7M
|
-$7.46M
|
-248,976
|
-9%
|
|
|
8
|
Aprio Wealth Management
Atlanta,
Georgia
|
$77.4M
|
+$15.5M
|
+518,375
|
+27%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$76M
|
+$15.2M
|
+506,118
|
+27%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$71.6M
|
+$2.95M
|
+98,342
|
+5%
|
|
|
11
|
LVZ Inc
Holland,
Michigan
|
$64M
|
+$25.7M
|
+856,386
|
+73%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$62.9M
|
-$2.24M
|
-74,749
|
-4%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$59.7M
|
+$1.49M
|
+49,734
|
+3%
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$58.8M
|
+$33.3M
|
+1,110,170
|
+148%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$56.1M
|
+$5.28M
|
+175,992
|
+11%
|
|
|
16
|
Bouchey Financial Group
Troy,
New York
|
$53M
|
+$3.22M
|
+107,271
|
+7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$51.6M
|
+$48.6M
|
+1,619,466
|
+11,592%
|
|
|
18
|
Planning Center Inc
Moline,
Illinois
|
$51.4M
|
+$820K
|
+27,353
|
+2%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$43.5M
|
+$8.61M
|
+287,298
|
+26%
|
|
|
20
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$42M
|
+$31.2K
|
+1,042
|
+0.1%
|
|
|
21
|
Park Avenue Securities
New York
|
$41.5M
|
+$5.19M
|
+173,117
|
+15%
|
|
|
22
|
High Probability Advisors
Pittsford,
New York
|
$41.4M
|
-$671K
|
-22,392
|
-2%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$41.4M
|
+$26.4M
|
+880,732
|
+206%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$40.1M
|
+$5.02M
|
+167,528
|
+15%
|
|
|
25
|
Safeguard Investment Advisory Group
Corona,
California
|
$39.5M
|
+$3.4M
|
+113,503
|
+10%
|
|
