|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.29B
|
+$45.4M
|
+1,310,704
|
+4%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$1.21B
|
-$73.9M
|
-2,136,549
|
-6%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$275M
|
-$6.64M
|
-191,898
|
-2%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$233M
|
+$5.89M
|
+170,221
|
+3%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$232M
|
+$1.08M
|
+31,312
|
+0.5%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$185M
|
+$28.8M
|
+833,291
|
+18%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$93M
|
+$20.3M
|
+586,886
|
+27%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$91.1M
|
+$4.46M
|
+128,846
|
+5%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$88.3M
|
+$9.96M
|
+287,809
|
+12%
|
|
|
10
|
Alesco Advisors
Pittsford,
New York
|
$88.2M
|
-$1.53M
|
-44,328
|
-2%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$86.9M
|
+$6.77M
|
+195,678
|
+8%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$81.6M
|
-$699K
|
-20,214
|
-0.8%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$71.6M
|
+$2.85M
|
+82,469
|
+4%
|
|
|
14
|
Bouchey Financial Group
Troy,
New York
|
$69.1M
|
+$7.33M
|
+211,881
|
+12%
|
|
|
15
|
LVZ Inc
Holland,
Michigan
|
$68.8M
|
+$683K
|
+19,744
|
+1%
|
|
|
16
|
Foster Group
West Des Moines,
Iowa
|
$68.6M
|
-$39.6K
|
-1,145
|
-0.1%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$60.4M
|
-$1.36M
|
-39,352
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$57.9M
|
-$996K
|
-28,782
|
-2%
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$57.6M
|
+$11.8M
|
+342,100
|
+25%
|
|
|
20
|
Park Avenue Securities
New York
|
$57.3M
|
+$4.66M
|
+134,730
|
+9%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$55.4M
|
-$5.96M
|
-172,372
|
-10%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$54.6M
|
+$55.9M
|
+1,614,772
|
New
|
|
|
23
|
Planning Center Inc
Moline,
Illinois
|
$54.4M
|
-$1.04M
|
-30,157
|
-2%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$53.7M
|
-$17.2M
|
-498,004
|
-24%
|
|
|
25
|
Safeguard Investment Advisory Group
Corona,
California
|
$48.9M
|
+$1.1M
|
+31,801
|
+2%
|
|
