|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$36.9M
|
+$1.18M
|
+23,810
|
+3%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$35.9M
|
+$5.95M
|
+119,963
|
+18%
|
|
|
3
|
Empowered Funds
Havertown,
Pennsylvania
|
$34.9M
|
+$1.85M
|
+37,246
|
+5%
|
|
|
4
|
CCM Investment Group
Northfield,
Minnesota
|
$34.9M
|
+$37.4M
|
+753,552
|
New
|
|
|
5
|
Armbruster Capital Management
Pittsford,
New York
|
$14.4M
|
+$405K
|
+8,161
|
+3%
|
|
|
6
|
|
$12.5M
|
+$9.65M
|
+194,433
|
+255%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.1M
|
+$1.04M
|
+21,046
|
+10%
|
|
|
8
|
Meredith Wealth Planning
Maryville,
Illinois
|
$10.6M
|
+$589K
|
+11,863
|
+5%
|
|
|
9
|
Red Lighthouse Investment Management
New York
|
$10.1M
|
+$9.53K
|
+192
|
+0.1%
|
|
|
10
|
BSW Wealth Partners
Boulder,
Colorado
|
$8.37M
|
-$174K
|
-3,501
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.91M
|
+$1.45M
|
+29,167
|
+21%
|
|
|
12
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$7.46M
|
+$8.02M
|
+161,560
|
New
|
|
|
13
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$7.07M
|
-$35.7K
|
-719
|
-0.5%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$6.36M
|
+$193K
|
+3,879
|
+3%
|
|
|
15
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$5.95M
|
+$719K
|
+14,484
|
+13%
|
|
|
16
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$5.81M
|
+$155K
|
+3,120
|
+3%
|
|
|
17
|
Apeiron RIA
Dallas,
Texas
|
$5.34M
|
+$1.62M
|
+32,549
|
+39%
|
|
|
18
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$5.12M
|
+$5.5M
|
+110,922
|
New
|
|
|
19
|
Austin Wealth Management
Austin,
Texas
|
$5.08M
|
+$532K
|
+10,714
|
+11%
|
|
|
20
|
Enzi Wealth
Austin,
Texas
|
$4.62M
|
+$329K
|
+6,629
|
+7%
|
|
|
21
|
Symmetry Partners
Glastonbury,
Connecticut
|
$4.53M
|
+$3.26M
|
+65,627
|
+203%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$4.48M
|
-$163K
|
-3,293
|
-3%
|
|
|
23
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$4.45M
|
+$716K
|
+14,421
|
+18%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.3M
|
+$4.62M
|
+93,073
|
New
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.29M
|
+$3.38K
|
+68
|
+0.1%
|
|
