|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$184M
|
+$4.86M
|
+199,146
|
+3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$151M
|
+$19.6M
|
+804,855
|
+14%
|
|
|
3
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$45.2M
|
+$44.5M
|
+1,824,266
|
+6,138%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$34.7M
|
+$9.85M
|
+403,888
|
+38%
|
|
|
5
|
|
$31M
|
-$52.1M
|
-2,137,886
|
-62%
|
|
|
6
|
Ritholtz Wealth Management
New York
|
$28.4M
|
+$1.15M
|
+47,241
|
+4%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$23.9M
|
+$1.73M
|
+70,887
|
+8%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$23.7M
|
-$1.71M
|
-70,208
|
-7%
|
|
|
9
|
Planning Center Inc
Moline,
Illinois
|
$17.9M
|
+$695K
|
+28,485
|
+4%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$15.3M
|
+$2.11M
|
+86,686
|
+16%
|
|
|
11
|
|
$14.7M
|
-$170K
|
-6,989
|
-1%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$14.7M
|
+$3.39M
|
+138,923
|
+29%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.3M
|
+$14.6M
|
+599,720
|
New
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$14.2M
|
-$6.13M
|
-251,498
|
-30%
|
|
|
15
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$14M
|
+$805K
|
+33,009
|
+6%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$13M
|
-$297K
|
-12,180
|
-2%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.1M
|
+$815K
|
+33,408
|
+7%
|
|
|
18
|
Integris Wealth Management
Monterey,
California
|
$11.6M
|
+$11.9M
|
+489,360
|
New
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$9.48M
|
-$315K
|
-12,921
|
-3%
|
|
|
20
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$9.01M
|
+$240K
|
+9,840
|
+3%
|
|
|
21
|
M Holdings Securities
Portland,
Oregon
|
$8.92M
|
+$4.15M
|
+170,013
|
+83%
|
|
|
22
|
Relative Value Partners Group
|
$8.51M
|
+$16.3K
|
+667
|
+0.2%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$8.23M
|
+$619K
|
+25,388
|
+8%
|
|
|
24
|
Bridgeworth
Birmingham,
Alabama
|
$8.03M
|
+$755K
|
+30,970
|
+10%
|
|
|
25
|
KEB Asset Management
Springfield,
Illinois
|
$7.68M
|
+$763K
|
+31,262
|
+11%
|
|
