|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$177M
|
+$5.61M
|
+236,344
|
+3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$71.6M
|
+$22.6M
|
+953,410
|
+46%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$25.8M
|
+$241K
|
+10,180
|
+0.9%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$24.9M
|
+$6.43M
|
+270,848
|
+35%
|
|
|
5
|
|
$24M
|
+$22.3M
|
+940,210
|
+1,409%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$21.5M
|
+$1.44M
|
+60,652
|
+7%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$18.1M
|
+$5.04M
|
+212,269
|
+39%
|
|
|
8
|
Planning Center Inc
Moline,
Illinois
|
$16.9M
|
+$3.46M
|
+146,049
|
+27%
|
|
|
9
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$15M
|
–
|
–
|
–
|
|
|
10
|
|
$14.2M
|
+$483K
|
+20,353
|
+4%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$13.9M
|
-$11.6M
|
-487,354
|
-45%
|
|
|
12
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$12.4M
|
+$4.69M
|
+197,882
|
+62%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$10.5M
|
+$1.58M
|
+66,653
|
+18%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$10.2M
|
+$1.5M
|
+63,334
|
+17%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$10M
|
-$152K
|
-6,400
|
-1%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.82M
|
+$923K
|
+38,900
|
+10%
|
|
|
17
|
M Holdings Securities
Portland,
Oregon
|
$7.81M
|
+$1.47M
|
+62,130
|
+23%
|
|
|
18
|
Relative Value Partners Group
|
$7.68M
|
+$7.65M
|
+322,601
|
New
|
|
|
19
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.33M
|
+$6.82M
|
+287,326
|
+1,408%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.9M
|
+$570K
|
+24,044
|
+9%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$6.85M
|
+$6.83M
|
+287,715
|
New
|
|
|
22
|
KEB Asset Management
Springfield,
Illinois
|
$6.64M
|
+$213K
|
+8,987
|
+3%
|
|
|
23
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$6.41M
|
+$34.4K
|
+1,452
|
+0.5%
|
|
|
24
|
Steward Financial Group
Colleyville,
Texas
|
$6.38M
|
+$771K
|
+32,484
|
+14%
|
|
|
25
|
Del-Sette Capital Management
Schenectady,
New York
|
$6.06M
|
+$6.04M
|
+254,416
|
New
|
|
