|
1
|
Adero Partners
Pleasanton,
California
|
$90.5M
|
-$6.32M
|
-295,237
|
-6%
|
|
|
2
|
Carlson Capital Management
Northfield,
Minnesota
|
$44.9M
|
+$17.4M
|
+814,686
|
+53%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$39.4M
|
+$7.17M
|
+334,823
|
+19%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$27.6M
|
+$8.04M
|
+375,592
|
+35%
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$12M
|
+$3.95M
|
+184,657
|
+42%
|
|
|
6
|
Forum Financial Management
Lombard,
Illinois
|
$10.7M
|
+$10.3M
|
+479,222
|
+583%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10M
|
+$4.57M
|
+213,574
|
+78%
|
|
|
8
|
Satovsky Asset Management
New York
|
$9.81M
|
+$3.73M
|
+174,338
|
+51%
|
|
|
9
|
Dowling & Yahnke
San Diego,
California
|
$9.31M
|
+$8.73M
|
+407,844
|
+509%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$9.05M
|
+$9.5M
|
+443,811
|
+1,442%
|
|
|
11
|
Liberty Wealth Management
Oakland,
California
|
$8.59M
|
+$8.75M
|
+408,633
|
+977%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.49M
|
+$6.05M
|
+282,416
|
+257%
|
|
|
13
|
BetterWealth
San Jose,
California
|
$7.25M
|
+$500K
|
+23,330
|
+7%
|
|
|
14
|
Aprio Wealth Management
Atlanta,
Georgia
|
$6.5M
|
+$6.64M
|
+309,957
|
+1,002%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$3.17M
|
+$2.98M
|
+139,072
|
+507%
|
|
|
16
|
|
$3.16M
|
+$3.55M
|
+165,717
|
New
|
|
|
17
|
3D/L Capital Management
Hartford,
Connecticut
|
$2.87M
|
+$32.4K
|
+1,514
|
+1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.57M
|
+$2.88M
|
+134,656
|
New
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$2.57M
|
+$2.88M
|
+134,661
|
New
|
|
|
20
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.34M
|
+$972K
|
+45,414
|
+59%
|
|
|
21
|
Flow Traders U.S.
New York
|
$2.11M
|
+$2.37M
|
+110,536
|
New
|
|
|
22
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.03M
|
+$1.8M
|
+84,091
|
+375%
|
|
|
23
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.92M
|
+$422K
|
+19,728
|
+24%
|
|
|
24
|
Bridgewater Advisors
New York
|
$1.57M
|
+$1.1M
|
+51,156
|
+163%
|
|
|
25
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.56M
|
+$704K
|
+32,890
|
+67%
|
|
