|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$20.6M
|
+$5.45M
|
+135,636
|
+37%
|
|
|
2
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$9.53M
|
+$1.37M
|
+34,071
|
+19%
|
|
|
3
|
Red Lighthouse Investment Management
New York
|
$8.31M
|
+$8.15M
|
+202,736
|
New
|
|
|
4
|
Meredith Wealth Planning
Maryville,
Illinois
|
$7.69M
|
+$7.54M
|
+187,599
|
New
|
|
|
5
|
Northland Capital Management
Virginia,
Minnesota
|
$3.58M
|
-$14.5K
|
-360
|
-0.4%
|
|
|
6
|
Brainard Capital Management
Austin,
Texas
|
$3.4M
|
+$3.33M
|
+82,970
|
New
|
|
|
7
|
Silicon Hills Wealth Management
Austin,
Texas
|
$3.29M
|
-$388K
|
-9,665
|
-11%
|
|
|
8
|
UMB Bank
Kansas City,
Missouri
|
$3.13M
|
+$187K
|
+4,653
|
+6%
|
|
|
9
|
American Century Companies
Kansas City,
Missouri
|
$3.12M
|
+$3.06M
|
+76,051
|
New
|
|
|
10
|
Bayshore Asset Management
Coral Gables,
Florida
|
$3.01M
|
+$1.6M
|
+39,911
|
+119%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$2.43M
|
+$1.95M
|
+48,592
|
+457%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$2.16M
|
-$2.06M
|
-51,176
|
-49%
|
|
|
13
|
Greenspring Advisors
Towson,
Maryland
|
$2.05M
|
+$1.23M
|
+30,664
|
+159%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$1.73M
|
+$134K
|
+3,325
|
+9%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$1.67M
|
+$1.64M
|
+40,730
|
New
|
|
|
16
|
CSS LLC
Chicago,
Illinois
|
$1.5M
|
+$497K
|
+12,360
|
+51%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.48M
|
+$199K
|
+4,950
|
+16%
|
|
|
18
|
|
$1.4M
|
-$1.63M
|
-40,550
|
-54%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$1.28M
|
+$479K
|
+11,920
|
+61%
|
|
|
20
|
Apeiron RIA
Dallas,
Texas
|
$1.27M
|
+$403K
|
+10,033
|
+48%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.25M
|
+$135K
|
+3,351
|
+12%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$1.17M
|
+29,192
|
New
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$999K
|
+$731K
|
+18,192
|
+294%
|
|
|
24
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$864K
|
+$806K
|
+20,064
|
New
|
|
|
25
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$857K
|
+$841K
|
+20,918
|
New
|
|
