|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$1.28B
|
+$236M
|
+7,198,518
|
+24%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26B
|
+$245M
|
+7,489,637
|
+25%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$284M
|
+$4.27M
|
+130,425
|
+2%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$233M
|
+$5.26M
|
+160,574
|
+2%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$230M
|
-$483K
|
-14,734
|
-0.2%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$158M
|
+$39.3M
|
+1,200,771
|
+35%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$90.4M
|
-$672K
|
-20,513
|
-0.8%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$87.5M
|
+$14.8M
|
+452,201
|
+21%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$82.9M
|
+$1.36M
|
+41,479
|
+2%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$80.9M
|
+$4.77M
|
+145,701
|
+7%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$79.2M
|
+$76.1M
|
+2,324,624
|
New
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$73.8M
|
-$12.1M
|
-369,375
|
-15%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$71M
|
+$762K
|
+23,257
|
+1%
|
|
|
14
|
Foster Group
West Des Moines,
Iowa
|
$69.2M
|
-$439K
|
-13,406
|
-0.7%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$69.1M
|
+$4.11M
|
+125,457
|
+7%
|
|
|
16
|
LVZ Inc
Holland,
Michigan
|
$68.7M
|
-$915K
|
-27,925
|
-1%
|
|
|
17
|
Bouchey Financial Group
Troy,
New York
|
$62.4M
|
+$3.17M
|
+96,883
|
+6%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$62.3M
|
-$1.33M
|
-40,699
|
-2%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$61.8M
|
-$3.39M
|
-103,533
|
-5%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$59.3M
|
+$4.3M
|
+131,328
|
+8%
|
|
|
21
|
Planning Center Inc
Moline,
Illinois
|
$55.8M
|
-$447K
|
-13,641
|
-0.8%
|
|
|
22
|
Park Avenue Securities
New York
|
$53.2M
|
+$3.91M
|
+119,306
|
+8%
|
|
|
23
|
Freedom Investment Management
Hartford,
Connecticut
|
$49.2M
|
+$13.2M
|
+402,183
|
+39%
|
|
|
24
|
Safeguard Investment Advisory Group
Corona,
California
|
$48.2M
|
+$1.5M
|
+45,819
|
+3%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$46.4M
|
+$13.8M
|
+422,046
|
+45%
|
|
