|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$485M
|
+$81.3M
|
+2,486,833
|
+19%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$449M
|
+$31.7M
|
+968,982
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$440M
|
+$28.3M
|
+867,571
|
+7%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$56.2M
|
–
|
–
|
–
|
|
|
5
|
|
$34.9M
|
+$642K
|
+19,656
|
+2%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$25.5M
|
+$1.21M
|
+37,089
|
+5%
|
|
|
7
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$16.8M
|
+$344K
|
+10,519
|
+2%
|
|
|
8
|
Apella Capital
West Hartford,
Connecticut
|
$16.2M
|
+$1.06M
|
+32,345
|
+7%
|
|
|
9
|
Acropolis Investment Management
St. Louis,
Missouri
|
$16.1M
|
+$513K
|
+15,689
|
+3%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$13.9M
|
+$386K
|
+11,811
|
+3%
|
|
|
11
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12.6M
|
-$944K
|
-28,902
|
-7%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$12.1M
|
+$3.11M
|
+95,309
|
+33%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
+$449K
|
+13,743
|
+4%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$11.2M
|
-$249K
|
-7,619
|
-2%
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10M
|
+$596K
|
+18,228
|
+6%
|
|
|
16
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.98M
|
-$169K
|
-5,165
|
-2%
|
|
|
17
|
Shore Point Advisors
Brielle,
New Jersey
|
$9.77M
|
+$646K
|
+19,770
|
+7%
|
|
|
18
|
Meredith Wealth Planning
Maryville,
Illinois
|
$8.93M
|
+$123K
|
+3,761
|
+1%
|
|
|
19
|
CGC Financial Services
Lake Oswego,
Oregon
|
$8.84M
|
-$711K
|
-21,756
|
-7%
|
|
|
20
|
1900 Wealth Management
San Antonio,
Texas
|
$8.71M
|
-$4.09M
|
-125,209
|
-31%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$8.23M
|
+$735K
|
+22,488
|
+9%
|
|
|
22
|
Family Capital Trust
Peabody,
Massachusetts
|
$7.89M
|
+$8.2M
|
+250,827
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.71M
|
-$1.34M
|
-41,144
|
-14%
|
|
|
24
|
Equitable Holdings
New York
|
$7.61M
|
+$588K
|
+17,985
|
+8%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$7.23M
|
+$192K
|
+5,868
|
+3%
|
|
