|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$1.79B
|
+$151M
|
+3,939,324
|
+9%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$766M
|
+$41.6M
|
+1,083,574
|
+6%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$311M
|
+$17M
|
+441,967
|
+6%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$288M
|
+$10.6M
|
+275,616
|
+4%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$164M
|
+$52.1M
|
+1,357,274
|
+44%
|
|
|
6
|
Apella Capital
West Hartford,
Connecticut
|
$153M
|
+$49.6M
|
+1,293,705
|
+50%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$138M
|
+$29.8M
|
+777,705
|
+26%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$134M
|
+$22.5M
|
+587,753
|
+19%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$121M
|
+$19.5M
|
+509,576
|
+18%
|
|
|
10
|
Foster Group
West Des Moines,
Iowa
|
$113M
|
+$3.81M
|
+99,295
|
+3%
|
|
|
11
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$109M
|
+$3.78M
|
+98,444
|
+3%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$100M
|
+$5.32M
|
+138,837
|
+5%
|
|
|
13
|
Clearstead Advisors
Cleveland,
Ohio
|
$99.8M
|
+$104M
|
+2,715,805
|
New
|
|
|
14
|
Alesco Advisors
Pittsford,
New York
|
$96.7M
|
+$536K
|
+13,975
|
+0.5%
|
|
|
15
|
RW Investment Management
Eagle,
Idaho
|
$95.1M
|
+$99.3M
|
+2,588,182
|
New
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$92.5M
|
+$12.4M
|
+323,617
|
+15%
|
|
|
17
|
Park Avenue Securities
New York
|
$91.2M
|
+$7.44M
|
+193,890
|
+8%
|
|
|
18
|
Aprio Wealth Management
Atlanta,
Georgia
|
$90.3M
|
-$229K
|
-5,982
|
-0.2%
|
|
|
19
|
Bouchey Financial Group
Troy,
New York
|
$82.3M
|
+$662K
|
+17,254
|
+0.8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$79M
|
+$7.91M
|
+206,184
|
+11%
|
|
|
21
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$78.6M
|
+$3.49M
|
+90,925
|
+4%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$77.5M
|
-$8.8M
|
-229,441
|
-10%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$74.9M
|
+$1.94M
|
+50,528
|
+3%
|
|
|
24
|
HB Wealth Management
Atlanta,
Georgia
|
$73.1M
|
+$6.1M
|
+159,055
|
+9%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$69.3M
|
+$11.8M
|
+307,662
|
+19%
|
|
