|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$37M
|
+$1.17M
|
+24,117
|
+3%
|
|
|
2
|
Empowered Funds
Havertown,
Pennsylvania
|
$34.3M
|
+$34.2M
|
+704,082
|
New
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$25.8M
|
+$3.44M
|
+70,728
|
+15%
|
|
|
4
|
Armbruster Capital Management
Pittsford,
New York
|
$14.7M
|
+$424K
|
+8,725
|
+3%
|
|
|
5
|
Red Lighthouse Investment Management
New York
|
$10.5M
|
–
|
–
|
–
|
|
|
6
|
Meredith Wealth Planning
Maryville,
Illinois
|
$10.4M
|
+$138K
|
+2,844
|
+1%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.99M
|
+$432K
|
+8,885
|
+5%
|
|
|
8
|
BSW Wealth Partners
Boulder,
Colorado
|
$8.65M
|
+$2.72M
|
+56,013
|
+46%
|
|
|
9
|
|
$7.72M
|
+$5.59M
|
+115,108
|
+266%
|
|
|
10
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$7.7M
|
-$780K
|
-16,051
|
-9%
|
|
|
11
|
Perigon Wealth Management
San Francisco,
California
|
$6.16M
|
+$1.23M
|
+25,314
|
+25%
|
|
|
12
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$5.23M
|
+$547K
|
+11,248
|
+12%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$4.95M
|
+$66.9K
|
+1,376
|
+1%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$4.89M
|
+$4.87M
|
+100,265
|
New
|
|
|
15
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.71M
|
+$206K
|
+4,239
|
+5%
|
|
|
16
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.46M
|
-$29.4K
|
-604
|
-0.7%
|
|
|
17
|
Austin Wealth Management
Austin,
Texas
|
$4.41M
|
+$248K
|
+5,105
|
+6%
|
|
|
18
|
Enzi Wealth
Austin,
Texas
|
$4.29M
|
+$554K
|
+11,397
|
+15%
|
|
|
19
|
MB Generational Wealth
Spokane,
Washington
|
$4.21M
|
+$250K
|
+5,154
|
+6%
|
|
|
20
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$3.92M
|
+$44.5K
|
+916
|
+1%
|
|
|
21
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$3.6M
|
+$28.1K
|
+579
|
+0.8%
|
|
|
22
|
Apeiron RIA
Dallas,
Texas
|
$3.59M
|
+$647K
|
+13,317
|
+22%
|
|
|
23
|
Northland Capital Management
Virginia,
Minnesota
|
$3.13M
|
+$874K
|
+17,988
|
+39%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$2.96M
|
+$921K
|
+18,944
|
+45%
|
|
|
25
|
CSS LLC
Chicago,
Illinois
|
$2.92M
|
–
|
–
|
–
|
|
