|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$16.3M
|
+$5.41M
|
+118,078
|
+44%
|
|
|
2
|
Silicon Hills Wealth Management
Austin,
Texas
|
$3.58M
|
+$3.33M
|
+72,701
|
+613%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.69M
|
+$2.19M
|
+47,863
|
+303%
|
|
|
4
|
|
$1.87M
|
-$2.94M
|
-64,163
|
-59%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$1.61M
|
-$58.3K
|
-1,271
|
-3%
|
|
|
6
|
Bayshore Asset Management
Coral Gables,
Florida
|
$1.56M
|
+$1.7M
|
+37,009
|
New
|
|
|
7
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.16M
|
+$340K
|
+7,419
|
+37%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$976K
|
+$850K
|
+18,548
|
+408%
|
|
|
10
|
CSS LLC
Chicago,
Illinois
|
$930K
|
+$1.01M
|
+22,000
|
New
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$901K
|
+$608K
|
+13,270
|
+165%
|
|
|
12
|
Cardiff Park Advisors
Carlsbad,
California
|
$880K
|
+$212K
|
+4,617
|
+28%
|
|
|
13
|
Greenspring Advisors
Towson,
Maryland
|
$599K
|
+$650K
|
+14,188
|
New
|
|
|
14
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$591K
|
+$57.8K
|
+1,262
|
+10%
|
|
|
15
|
Sage Rhino Capital
Menlo Park,
California
|
$550K
|
-$124K
|
-2,700
|
-17%
|
|
|
16
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$474K
|
+$44.8K
|
+977
|
+10%
|
|
|
17
|
NCM Capital Management
Ramsey,
New Jersey
|
$389K
|
+$422K
|
+9,213
|
New
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$303K
|
+$95.8K
|
+2,089
|
+41%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$290K
|
+$315K
|
+6,870
|
New
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$274K
|
-$24K
|
-523
|
-7%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$255K
|
+$276K
|
+6,028
|
New
|
|
|
22
|
Mraz Amerine & Associates
Modesto,
California
|
$241K
|
+$261K
|
+5,701
|
New
|
|
|
23
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$166K
|
+$1.15K
|
+25
|
+0.6%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$143K
|
+$8.85K
|
+193
|
+6%
|
|
|
25
|
Apeiron RIA
Dallas,
Texas
|
$116K
|
+$1.25M
|
+27,371
|
New
|
|
