|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$675M
|
+$95.1M
|
+2,606,415
|
+18%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$673M
|
+$33M
|
+904,607
|
+6%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$669M
|
+$76M
|
+2,082,244
|
+14%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$70M
|
–
|
–
|
–
|
|
|
5
|
|
$41M
|
+$348K
|
+9,542
|
+0.9%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$33M
|
+$220K
|
+6,044
|
+0.7%
|
|
|
7
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$21.2M
|
+$46.7K
|
+1,281
|
+0.2%
|
|
|
8
|
Acropolis Investment Management
St. Louis,
Missouri
|
$21M
|
-$102K
|
-2,800
|
-0.5%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$19.6M
|
-$169K
|
-4,646
|
-0.9%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.4M
|
+$1.4M
|
+38,318
|
+9%
|
|
|
11
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$17.7M
|
+$2.39M
|
+65,656
|
+17%
|
|
|
12
|
Armbruster Capital Management
Pittsford,
New York
|
$17.3M
|
-$164K
|
-4,504
|
-1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.9M
|
+$7.05M
|
+193,350
|
+81%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$16.5M
|
+$1.03M
|
+28,176
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$77.8K
|
+2,134
|
+0.6%
|
|
|
16
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.5M
|
+$476K
|
+13,043
|
+4%
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$13.3M
|
-$221K
|
-6,049
|
-2%
|
|
|
18
|
Shore Point Advisors
Brielle,
New Jersey
|
$12.9M
|
+$853K
|
+23,395
|
+8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$7.56M
|
+207,130
|
+183%
|
|
|
20
|
Cabot Wealth Management
Salem,
Massachusetts
|
$12.3M
|
-$349K
|
-9,579
|
-3%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$11.6M
|
+$1.01M
|
+27,772
|
+10%
|
|
|
22
|
Equitable Holdings
New York
|
$10.7M
|
+$585K
|
+16,043
|
+6%
|
|
|
23
|
CGC Financial Services
Lake Oswego,
Oregon
|
$10.6M
|
-$113K
|
-3,104
|
-1%
|
|
|
24
|
Segment Wealth Management
Houston,
Texas
|
$10.6M
|
+$9.64M
|
+264,229
|
+4,174%
|
|
|
25
|
Family Capital Trust
Peabody,
Massachusetts
|
$9.84M
|
+$3.46K
|
+95
|
+0%
|
|
