|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$413M
|
+$28.6M
|
+900,477
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$409M
|
+$28.1M
|
+883,875
|
+8%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$57.7M
|
–
|
–
|
–
|
|
|
4
|
|
$34.7M
|
-$131K
|
-4,129
|
-0.4%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$23.7M
|
+$624K
|
+19,641
|
+3%
|
|
|
6
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$16.7M
|
+$620K
|
+19,520
|
+4%
|
|
|
7
|
Acropolis Investment Management
St. Louis,
Missouri
|
$15.8M
|
-$648K
|
-20,408
|
-4%
|
|
|
8
|
Armbruster Capital Management
Pittsford,
New York
|
$13.7M
|
+$25.3K
|
+795
|
+0.2%
|
|
|
9
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$13.6M
|
+$1.85M
|
+58,232
|
+16%
|
|
|
10
|
1900 Wealth Management
San Antonio,
Texas
|
$13.3M
|
-$436K
|
-13,709
|
-3%
|
|
|
11
|
Atwood & Palmer
Kansas City,
Missouri
|
$11.9M
|
+$114K
|
+3,593
|
+1%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.7M
|
+$1M
|
+31,530
|
+10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$1.64M
|
+51,541
|
+17%
|
|
|
14
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10.5M
|
+$701K
|
+22,078
|
+7%
|
|
|
15
|
Meredith Wealth Planning
Maryville,
Illinois
|
$9.57M
|
+$8.77K
|
+276
|
+0.1%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.56M
|
+$2.97M
|
+93,424
|
+46%
|
|
|
17
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9.51M
|
+$92.9K
|
+2,923
|
+1%
|
|
|
18
|
Shore Point Advisors
Brielle,
New Jersey
|
$8.96M
|
+$465K
|
+14,630
|
+6%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$8.66M
|
+$9.79K
|
+308
|
+0.1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$6.97M
|
+$913K
|
+28,736
|
+15%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.89M
|
+$491K
|
+15,443
|
+8%
|
|
|
22
|
Equitable Holdings
New York
|
$6.31M
|
+$214K
|
+6,721
|
+4%
|
|
|
23
|
Straight Path Wealth Management
Jenison,
Michigan
|
$5.58M
|
+$319K
|
+10,042
|
+6%
|
|
|
24
|
|
$5.03M
|
-$2.36M
|
-74,139
|
-32%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.32M
|
-$3.46M
|
-108,863
|
-45%
|
|
