|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$941M
|
+$118M
|
+3,781,741
|
+15%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$920M
|
+$134M
|
+4,313,841
|
+16%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$263M
|
+$3.36M
|
+108,172
|
+1%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$216M
|
+$1.88M
|
+60,635
|
+0.9%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$214M
|
-$12.3M
|
-396,404
|
-6%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$110M
|
+$31.8M
|
+1,022,870
|
+43%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$85.5M
|
+$982K
|
+31,604
|
+1%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$81.1M
|
+$2.41M
|
+77,557
|
+3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$76.5M
|
+$3.93M
|
+126,497
|
+6%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$71.3M
|
-$6.86M
|
-220,765
|
-9%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$67.7M
|
+$25.1M
|
+806,568
|
+62%
|
|
|
12
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$67.2M
|
+$7.42M
|
+238,831
|
+13%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$65.9M
|
+$24.6M
|
+792,587
|
+63%
|
|
|
14
|
LVZ Inc
Holland,
Michigan
|
$65.4M
|
+$625K
|
+20,116
|
+1%
|
|
|
15
|
Foster Group
West Des Moines,
Iowa
|
$65.4M
|
+$63.2M
|
+2,032,378
|
+17,602%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61.5M
|
+$4.29M
|
+138,057
|
+8%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$61.3M
|
+$901K
|
+28,994
|
+2%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$59.8M
|
-$3.8M
|
-122,216
|
-6%
|
|
|
19
|
Bouchey Financial Group
Troy,
New York
|
$55.5M
|
+$1.84M
|
+59,158
|
+4%
|
|
|
20
|
Planning Center Inc
Moline,
Illinois
|
$52.9M
|
+$807K
|
+25,945
|
+2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$51.5M
|
-$716K
|
-23,044
|
-1%
|
|
|
22
|
Park Avenue Securities
New York
|
$46.1M
|
+$4.03M
|
+129,707
|
+10%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$43.8M
|
-$210K
|
-6,758
|
-0.5%
|
|
|
24
|
Safeguard Investment Advisory Group
Corona,
California
|
$43.8M
|
+$3.69M
|
+118,676
|
+9%
|
|
|
25
|
High Probability Advisors
Pittsford,
New York
|
$41.8M
|
-$102K
|
-3,281
|
-0.3%
|
|
