|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$213M
|
+$14.5M
|
+198,643
|
+7%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$156M
|
+$1.25M
|
+17,156
|
+0.7%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$138M
|
+$19.3M
|
+265,351
|
+15%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$127M
|
-$3.72M
|
-50,992
|
-3%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$86.1M
|
+$31.2M
|
+427,780
|
+49%
|
|
|
6
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$76.9M
|
+$7.69M
|
+105,421
|
+10%
|
|
|
7
|
Unison Advisors
Washington,
District of Columbia
|
$67.4M
|
+$6.99M
|
+95,801
|
+10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$61.7M
|
+$28.1M
|
+385,762
|
+71%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53.4M
|
+$178K
|
+2,438
|
+0.3%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
$38.9M
|
+$1.48M
|
+20,313
|
+4%
|
|
|
11
|
Satovsky Asset Management
New York
|
$37.3M
|
+$937K
|
+12,851
|
+2%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$35.4M
|
+$4.81M
|
+65,987
|
+14%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$35M
|
+$8.4M
|
+115,268
|
+28%
|
|
|
14
|
Parcion Private Wealth
Bellevue,
Washington
|
$34.4M
|
+$2.25M
|
+30,821
|
+6%
|
|
|
15
|
Plancorp LLC
Saint Louis,
Missouri
|
$33.6M
|
-$4.51M
|
-61,849
|
-11%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.9M
|
+$7.83M
|
+107,326
|
+29%
|
|
|
17
|
American Century Companies
Kansas City,
Missouri
|
$28.8M
|
-$10.6M
|
-145,449
|
-25%
|
|
|
18
|
|
$26.9M
|
+$17.5M
|
+239,544
|
+144%
|
|
|
19
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$22.5M
|
+$3.26M
|
+44,742
|
+15%
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$20.5M
|
+$3.52M
|
+48,269
|
+18%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$20.3M
|
+$2.99M
|
+40,990
|
+15%
|
|
|
22
|
TruWealth Advisors
Metairie,
Louisiana
|
$20.2M
|
+$1.77M
|
+24,285
|
+9%
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$19.8M
|
+$489K
|
+6,708
|
+2%
|
|
|
24
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$19.7M
|
+$442K
|
+6,056
|
+2%
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$19.4M
|
+$688K
|
+9,439
|
+3%
|
|
