|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$34.9M
|
+$3.6M
|
+78,152
|
+12%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$21.7M
|
+$3.89M
|
+84,495
|
+23%
|
|
|
3
|
Armbruster Capital Management
Pittsford,
New York
|
$13.9M
|
+$388K
|
+8,426
|
+3%
|
|
|
4
|
Balyasny Asset Management
Chicago,
Illinois
|
$11.1M
|
+$10.8M
|
+234,080
|
New
|
|
|
5
|
Red Lighthouse Investment Management
New York
|
$10.2M
|
+$146K
|
+3,163
|
+1%
|
|
|
6
|
Meredith Wealth Planning
Maryville,
Illinois
|
$9.97M
|
+$320K
|
+6,963
|
+3%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.32M
|
-$10.4K
|
-225
|
-0.1%
|
|
|
8
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$8.17M
|
-$1.52M
|
-33,013
|
-16%
|
|
|
9
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.76M
|
+$5.34M
|
+116,061
|
+2,135%
|
|
|
10
|
Perigon Wealth Management
San Francisco,
California
|
$4.79M
|
+$4.65M
|
+100,995
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.75M
|
+$4.6M
|
+99,994
|
New
|
|
|
12
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$4.55M
|
+$622K
|
+13,510
|
+16%
|
|
|
13
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.38M
|
+$4.25M
|
+92,389
|
New
|
|
|
14
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.36M
|
+$301K
|
+6,544
|
+8%
|
|
|
15
|
Austin Wealth Management
Austin,
Texas
|
$4.14M
|
+$593K
|
+12,892
|
+18%
|
|
|
16
|
MB Generational Wealth
Spokane,
Washington
|
$3.85M
|
+$765K
|
+16,630
|
+26%
|
|
|
17
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$3.77M
|
+$156K
|
+3,379
|
+4%
|
|
|
18
|
Enzi Wealth
Austin,
Texas
|
$3.49M
|
+$1.06M
|
+23,102
|
+45%
|
|
|
19
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$3.48M
|
+$301K
|
+6,535
|
+10%
|
|
|
20
|
Apeiron RIA
Dallas,
Texas
|
$2.86M
|
+$119K
|
+2,578
|
+4%
|
|
|
21
|
CSS LLC
Chicago,
Illinois
|
$2.83M
|
+$506K
|
+11,000
|
+23%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$2.72M
|
-$247K
|
-5,371
|
-9%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$2.47M
|
+$189K
|
+4,104
|
+9%
|
|
|
24
|
Northland Capital Management
Virginia,
Minnesota
|
$2.19M
|
+$27.7K
|
+602
|
+1%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.09M
|
+$210K
|
+4,566
|
+12%
|
|
