|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$782M
|
+$50.3M
|
+1,286,711
|
+7%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$752M
|
+$29M
|
+740,553
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$746M
|
+$12.8M
|
+326,396
|
+2%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$72M
|
–
|
–
|
–
|
|
|
5
|
|
$43M
|
+$462K
|
+11,827
|
+1%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$35.1M
|
+$1.06M
|
+27,150
|
+3%
|
|
|
7
|
Acropolis Investment Management
St. Louis,
Missouri
|
$23M
|
+$227K
|
+5,794
|
+1%
|
|
|
8
|
Apella Capital
West Hartford,
Connecticut
|
$21.8M
|
+$790K
|
+20,192
|
+4%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$19.7M
|
+$1.78M
|
+45,438
|
+10%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$16.8M
|
-$1.27M
|
-32,580
|
-7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
+$125K
|
+3,191
|
+0.8%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.4M
|
+$624K
|
+15,966
|
+4%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$14.5M
|
+$1.08M
|
+27,550
|
+8%
|
|
|
14
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$14.2M
|
-$718K
|
-18,356
|
-5%
|
|
|
15
|
Shore Point Advisors
Brielle,
New Jersey
|
$13.7M
|
+$38.4K
|
+982
|
+0.3%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.2M
|
+$10.3M
|
+263,327
|
+411%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$13.1M
|
+$597K
|
+15,264
|
+5%
|
|
|
18
|
Equitable Holdings
New York
|
$12.6M
|
+$937K
|
+23,968
|
+8%
|
|
|
19
|
Atwood & Palmer
Kansas City,
Missouri
|
$12.3M
|
-$1.31M
|
-33,615
|
-10%
|
|
|
20
|
Cabot Wealth Management
Salem,
Massachusetts
|
$11.5M
|
-$91.4K
|
-2,337
|
-0.8%
|
|
|
21
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$11.3M
|
+$161K
|
+4,124
|
+1%
|
|
|
22
|
Segment Wealth Management
Houston,
Texas
|
$10.7M
|
-$218K
|
-5,587
|
-2%
|
|
|
23
|
Family Capital Trust
Peabody,
Massachusetts
|
$10.1M
|
-$11.3K
|
-289
|
-0.1%
|
|
|
24
|
CGC Financial Services
Lake Oswego,
Oregon
|
$9.65M
|
-$787K
|
-20,136
|
-8%
|
|
|
25
|
Straight Path Wealth Management
Jenison,
Michigan
|
$9.12M
|
+$330K
|
+8,449
|
+4%
|
|
