|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$40.4M
|
+$688K
|
+14,022
|
+2%
|
|
|
2
|
Empowered Funds
Havertown,
Pennsylvania
|
$37.5M
|
+$710K
|
+14,454
|
+2%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$34.2M
|
+$6.23M
|
+126,954
|
+24%
|
|
|
4
|
Armbruster Capital Management
Pittsford,
New York
|
$15.8M
|
+$61.6K
|
+1,255
|
+0.4%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.5M
|
+$1.77M
|
+36,006
|
+20%
|
|
|
6
|
Meredith Wealth Planning
Maryville,
Illinois
|
$11.3M
|
+$215K
|
+4,379
|
+2%
|
|
|
7
|
Red Lighthouse Investment Management
New York
|
$11.3M
|
+$88.7K
|
+1,806
|
+0.8%
|
|
|
8
|
BSW Wealth Partners
Boulder,
Colorado
|
$9.63M
|
+$351K
|
+7,154
|
+4%
|
|
|
9
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$8.16M
|
-$10.4K
|
-211
|
-0.1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.41M
|
+$4.64M
|
+94,603
|
+199%
|
|
|
11
|
Perigon Wealth Management
San Francisco,
California
|
$7.09M
|
+$477K
|
+9,707
|
+8%
|
|
|
12
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$6.39M
|
+$1.28M
|
+26,020
|
+27%
|
|
|
13
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$5.95M
|
+$343K
|
+6,989
|
+7%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$5.32M
|
+$2.02M
|
+41,215
|
+68%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$5.24M
|
-$49.9K
|
-1,017
|
-1%
|
|
|
16
|
Austin Wealth Management
Austin,
Texas
|
$5.22M
|
+$607K
|
+12,366
|
+14%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$5.02M
|
-$195K
|
-3,967
|
-4%
|
|
|
18
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.84M
|
+$68.9K
|
+1,404
|
+2%
|
|
|
19
|
Enzi Wealth
Austin,
Texas
|
$4.83M
|
+$360K
|
+7,341
|
+9%
|
|
|
20
|
MB Generational Wealth
Spokane,
Washington
|
$4.48M
|
-$25.3K
|
-516
|
-0.6%
|
|
|
21
|
Apeiron RIA
Dallas,
Texas
|
$4.33M
|
+$463K
|
+9,432
|
+13%
|
|
|
22
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$4.31M
|
+$107K
|
+2,189
|
+3%
|
|
|
23
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$4.27M
|
+$389K
|
+7,931
|
+11%
|
|
|
24
|
|
$3.98M
|
-$4.02M
|
-81,930
|
-52%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$3.51M
|
+$2.29M
|
+46,686
|
+226%
|
|
