|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$160M
|
+$10.8M
|
+518,403
|
+8%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$45.6M
|
+$30M
|
+1,439,272
|
+235%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$23.9M
|
+$22.2M
|
+1,065,277
|
+10,440%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$23.8M
|
+$22.4M
|
+1,072,196
|
New
|
|
|
5
|
Asset Dedication LLC
San Francisco,
California
|
$18.7M
|
+$2.2M
|
+105,430
|
+14%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$17.2M
|
-$3.01M
|
-144,173
|
-16%
|
|
|
7
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$15M
|
+$10.4M
|
+499,396
|
+287%
|
|
|
8
|
|
$12.8M
|
+$7.13M
|
+342,009
|
+147%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$12.2M
|
+$11.4M
|
+548,953
|
New
|
|
|
10
|
Planning Center Inc
Moline,
Illinois
|
$12M
|
+$11.3M
|
+540,714
|
New
|
|
|
11
|
Equius Partners
Novato,
California
|
$11M
|
+$7.77M
|
+372,961
|
+310%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$9.48M
|
-$15.5M
|
-744,075
|
-64%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$8.33M
|
-$3.34M
|
-160,312
|
-30%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.33M
|
+$2.38M
|
+114,071
|
+44%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$8.08M
|
+$4.85M
|
+232,421
|
+177%
|
|
|
16
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$7.13M
|
+$3.34M
|
+160,372
|
+100%
|
|
|
17
|
KEB Asset Management
Springfield,
Illinois
|
$6M
|
+$3.94M
|
+189,150
|
+234%
|
|
|
18
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$5.94M
|
+$4.28M
|
+205,129
|
+328%
|
|
|
19
|
M Holdings Securities
Portland,
Oregon
|
$5.91M
|
+$4.3M
|
+206,219
|
+345%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.9M
|
+$1.6M
|
+76,741
|
+41%
|
|
|
21
|
Steward Financial Group
Colleyville,
Texas
|
$5.23M
|
+$2.57M
|
+123,246
|
+110%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.88M
|
+$3.61M
|
+173,383
|
+375%
|
|
|
23
|
Hassell Wealth Management
Houma,
Louisiana
|
$4.23M
|
+$3.69M
|
+176,852
|
New
|
|
|
24
|
Sensible Money
Scottsdale,
Arizona
|
$4.09M
|
+$3.84M
|
+184,062
|
New
|
|
|
25
|
Carlson Capital Management
Northfield,
Minnesota
|
$4.08M
|
-$550K
|
-26,404
|
-13%
|
|
