|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$179M
|
+$2.51M
|
+104,483
|
+1%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$132M
|
+$61.3M
|
+2,556,263
|
+85%
|
|
|
3
|
|
$81.4M
|
+$58.5M
|
+2,435,744
|
+242%
|
|
|
4
|
Ritholtz Wealth Management
New York
|
$27.1M
|
+$1.49M
|
+62,105
|
+6%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$25.3M
|
+$558K
|
+23,246
|
+2%
|
|
|
6
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$25M
|
+$9.17M
|
+382,272
|
+57%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$22.1M
|
+$745K
|
+31,050
|
+3%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$20.1M
|
+$2.12M
|
+88,233
|
+12%
|
|
|
9
|
Planning Center Inc
Moline,
Illinois
|
$17.1M
|
+$871K
|
+36,293
|
+5%
|
|
|
10
|
|
$14.8M
|
+$720K
|
+30,005
|
+5%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$13.3M
|
-$583K
|
-24,294
|
-4%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$13.2M
|
+$3.15M
|
+131,248
|
+31%
|
|
|
13
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$13.2M
|
+$927K
|
+38,617
|
+7%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$11.3M
|
+$876K
|
+36,481
|
+8%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.1M
|
+$1.02M
|
+42,605
|
+10%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$9.73M
|
-$217K
|
-9,058
|
-2%
|
|
|
17
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$8.73M
|
+$4.89M
|
+203,765
|
+123%
|
|
|
18
|
Relative Value Partners Group
|
$8.45M
|
+$830K
|
+34,590
|
+11%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.59M
|
+$745K
|
+31,032
|
+11%
|
|
|
20
|
Pathstone Family Office
Englewood,
New Jersey
|
$7.27M
|
+$7.37M
|
+307,227
|
New
|
|
|
21
|
Bridgeworth
Birmingham,
Alabama
|
$7.25M
|
+$2.01M
|
+83,899
|
+38%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.23M
|
-$50.3K
|
-2,097
|
-0.7%
|
|
|
23
|
KEB Asset Management
Springfield,
Illinois
|
$6.9M
|
+$301K
|
+12,537
|
+4%
|
|
|
24
|
Steward Financial Group
Colleyville,
Texas
|
$6.82M
|
+$492K
|
+20,514
|
+8%
|
|
|
25
|
Abacus Wealth Partners
Santa Monica,
California
|
$6.35M
|
+$3.07M
|
+128,057
|
+91%
|
|
