|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$200M
|
+$356K
|
+14,818
|
+0.2%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$171M
|
+$6.11M
|
+254,060
|
+4%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$54.4M
|
+$15.6M
|
+649,857
|
+45%
|
|
|
4
|
|
$44.3M
|
+$9.97M
|
+414,869
|
+32%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$31.8M
|
+$934K
|
+38,845
|
+3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$31.1M
|
+$5.03M
|
+209,337
|
+21%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$26.5M
|
+$552K
|
+22,957
|
+2%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$24.6M
|
+$8.6M
|
+357,775
|
+60%
|
|
|
9
|
Planning Center Inc
Moline,
Illinois
|
$20M
|
+$538K
|
+22,387
|
+3%
|
|
|
10
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$19.8M
|
+$18.4M
|
+766,625
|
New
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$19.6M
|
+$2.73M
|
+113,582
|
+18%
|
|
|
12
|
Abacus Wealth Partners
Santa Monica,
California
|
$16.7M
|
+$8.26M
|
+343,560
|
+113%
|
|
|
13
|
|
$16.6M
|
+$638K
|
+26,530
|
+4%
|
|
|
14
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$16.4M
|
+$15.3M
|
+635,707
|
New
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$16M
|
+$98.6K
|
+4,102
|
+0.7%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.9M
|
+$377K
|
+15,683
|
+3%
|
|
|
17
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$15.2M
|
+$14.2K
|
+590
|
+0.1%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.7M
|
+$1.04M
|
+43,106
|
+9%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
-$576K
|
-23,961
|
-4%
|
|
|
20
|
Integris Wealth Management
Monterey,
California
|
$13.5M
|
+$808K
|
+33,610
|
+7%
|
|
|
21
|
Relative Value Partners Group
|
$12.3M
|
+$2.9M
|
+120,770
|
+34%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$11.6M
|
+$1.25M
|
+51,886
|
+13%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$11M
|
+$4.2M
|
+174,764
|
+69%
|
|
|
24
|
M Holdings Securities
Portland,
Oregon
|
$10.9M
|
+$1.16M
|
+48,434
|
+13%
|
|
|
25
|
MB Generational Wealth
Spokane,
Washington
|
$10.5M
|
+$9.81M
|
+408,150
|
New
|
|
