|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$206M
|
+$129M
|
+1,708,582
|
+130%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$160M
|
+$6.04M
|
+79,794
|
+4%
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
$134M
|
-$13.7M
|
-180,565
|
-8%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$125M
|
+$21.5M
|
+284,406
|
+18%
|
|
|
5
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$72.3M
|
-$7.72M
|
-101,934
|
-9%
|
|
|
6
|
Unison Advisors
Washington,
District of Columbia
|
$63.1M
|
+$2.04M
|
+26,902
|
+3%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$59.8M
|
+$19.3M
|
+255,516
|
+41%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55M
|
+$16.2M
|
+214,595
|
+36%
|
|
|
9
|
American Century Companies
Kansas City,
Missouri
|
$39.8M
|
+$179K
|
+2,371
|
+0.4%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$39M
|
+$29.8M
|
+393,835
|
+223%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$38.9M
|
+$2.27M
|
+29,928
|
+6%
|
|
|
12
|
Satovsky Asset Management
New York
|
$37.8M
|
+$40.9M
|
+539,957
|
+4,542%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$37.4M
|
+$775K
|
+10,239
|
+2%
|
|
|
14
|
Parcion Private Wealth
Bellevue,
Washington
|
$35.1M
|
-$6.3M
|
-83,182
|
-15%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$32.1M
|
+$5.08M
|
+67,109
|
+17%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$28.4M
|
+$6.99M
|
+92,352
|
+29%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.6M
|
+$10.8M
|
+142,188
|
+61%
|
|
|
18
|
Pathstone Family Office
Englewood,
New Jersey
|
$22.6M
|
+$25M
|
+330,697
|
New
|
|
|
19
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$20.2M
|
+$16.4M
|
+216,396
|
+273%
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$20M
|
+$983K
|
+12,988
|
+5%
|
|
|
21
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$19.9M
|
+$594K
|
+7,853
|
+3%
|
|
|
22
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$19.4M
|
+$4.03M
|
+53,219
|
+23%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.4M
|
+$15.1M
|
+199,277
|
+237%
|
|
|
24
|
TruWealth Advisors
Metairie,
Louisiana
|
$19.2M
|
+$1.79M
|
+23,683
|
+9%
|
|
|
25
|
Evensky & Katz
Coral Gables,
Florida
|
$18.2M
|
+$7.89M
|
+104,236
|
+65%
|
|
