|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$702M
|
+$36.4M
|
+941,710
|
+5%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$701M
|
+$44.5M
|
+1,151,546
|
+7%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$692M
|
+$28.4M
|
+735,341
|
+4%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$69M
|
–
|
–
|
–
|
|
|
5
|
|
$40.7M
|
+$229K
|
+5,921
|
+0.6%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$32.5M
|
+$32.9K
|
+852
|
+0.1%
|
|
|
7
|
|
$27M
|
+$26.9M
|
+696,895
|
+72,821%
|
|
|
8
|
Acropolis Investment Management
St. Louis,
Missouri
|
$21.8M
|
+$1.08M
|
+27,926
|
+5%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$20.8M
|
+$794K
|
+20,572
|
+4%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$17.3M
|
+$314K
|
+8,134
|
+2%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.1M
|
-$1.05M
|
-27,116
|
-6%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$17.1M
|
+$842K
|
+21,825
|
+5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
+$449K
|
+11,642
|
+3%
|
|
|
14
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$14.3M
|
-$3.1M
|
-80,245
|
-18%
|
|
|
15
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$14.2M
|
+$885K
|
+22,938
|
+7%
|
|
|
16
|
Shore Point Advisors
Brielle,
New Jersey
|
$13.1M
|
+$334K
|
+8,660
|
+3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.1M
|
-$3.59M
|
-93,066
|
-22%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$13.1M
|
-$86.3K
|
-2,235
|
-0.7%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$12.8M
|
+$1.35M
|
+34,857
|
+12%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
+$2.29M
|
+59,420
|
+24%
|
|
|
21
|
Cabot Wealth Management
Salem,
Massachusetts
|
$11.2M
|
-$950K
|
-24,615
|
-8%
|
|
|
22
|
Equitable Holdings
New York
|
$11.1M
|
+$594K
|
+15,399
|
+6%
|
|
|
23
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$10.7M
|
-$10.3M
|
-265,868
|
-49%
|
|
|
24
|
Segment Wealth Management
Houston,
Texas
|
$10.4M
|
-$27.3K
|
-708
|
-0.3%
|
|
|
25
|
CGC Financial Services
Lake Oswego,
Oregon
|
$10M
|
-$470K
|
-12,172
|
-4%
|
|
