|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$124M
|
+$22.2M
|
+1,062,200
|
+19%
|
|
|
2
|
Callan Capital
La Jolla,
California
|
$21.7M
|
+$24.2M
|
+1,158,640
|
+9,297%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$17.1M
|
+$5.39M
|
+257,991
|
+39%
|
|
|
4
|
Asset Dedication LLC
San Francisco,
California
|
$13.7M
|
+$3.9M
|
+186,590
|
+34%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$11.4M
|
+$11.1M
|
+533,032
|
+663%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$9.94M
|
+$11.2M
|
+535,444
|
New
|
|
|
7
|
Dowling & Yahnke
San Diego,
California
|
$6.21M
|
+$6.28M
|
+300,600
|
+890%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$6.07M
|
+$3.07M
|
+146,897
|
+82%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.56M
|
+$2.67M
|
+127,710
|
+97%
|
|
|
10
|
Liberty Wealth Management
Oakland,
California
|
$4.73M
|
+$4.62M
|
+221,024
|
+652%
|
|
|
11
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.67M
|
+$1.7M
|
+81,529
|
+48%
|
|
|
12
|
|
$4.33M
|
+$4.88M
|
+233,409
|
New
|
|
|
13
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$4.3M
|
-$2.37M
|
-113,651
|
-33%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$3.9M
|
+$4.39M
|
+210,209
|
New
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$3.51M
|
+$2.55M
|
+121,944
|
+182%
|
|
|
16
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.23M
|
+$1.38M
|
+66,164
|
+61%
|
|
|
17
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.99M
|
+$3.36M
|
+160,895
|
New
|
|
|
18
|
BetterWealth
San Jose,
California
|
$2.79M
|
+$371K
|
+17,770
|
+13%
|
|
|
19
|
Collective Family Office
York,
Pennsylvania
|
$2.74M
|
+$545K
|
+26,098
|
+21%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.54M
|
+$2.86M
|
+137,112
|
New
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$2.44M
|
+$657K
|
+31,444
|
+31%
|
|
|
22
|
Equius Partners
Novato,
California
|
$2.23M
|
+$1.33M
|
+63,447
|
+111%
|
|
|
23
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$2.12M
|
+$2.38M
|
+113,986
|
New
|
|
|
24
|
Steward Financial Group
Colleyville,
Texas
|
$2.08M
|
+$1.27M
|
+60,960
|
+119%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.82M
|
+$1.27M
|
+60,838
|
+164%
|
|
