|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$221M
|
+$9.34M
|
+362,946
|
+5%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$177M
|
-$2.62M
|
-101,948
|
-2%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$75.8M
|
+$17.4M
|
+677,729
|
+32%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$37.7M
|
+$19.7M
|
+764,664
|
+123%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$35.2M
|
+$1.54M
|
+59,802
|
+5%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$30.4M
|
-$2.3M
|
-89,378
|
-7%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$29.1M
|
+$1.05M
|
+40,780
|
+4%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$27.4M
|
+$1.31M
|
+50,695
|
+5%
|
|
|
9
|
|
$24.1M
|
-$21.4M
|
-833,224
|
-48%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$23M
|
+$2.23M
|
+86,775
|
+11%
|
|
|
11
|
Planning Center Inc
Moline,
Illinois
|
$22M
|
+$889K
|
+34,552
|
+4%
|
|
|
12
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.9M
|
+$33.7K
|
+1,309
|
+0.2%
|
|
|
13
|
Abacus Wealth Partners
Santa Monica,
California
|
$19.4M
|
+$1.7M
|
+65,907
|
+10%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$19.1M
|
+$2.83M
|
+110,038
|
+19%
|
|
|
15
|
|
$18.1M
|
+$555K
|
+21,551
|
+3%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.6M
|
+$857K
|
+33,294
|
+5%
|
|
|
17
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$16.3M
|
-$917K
|
-35,616
|
-6%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16M
|
+$1.43M
|
+55,531
|
+10%
|
|
|
19
|
Integris Wealth Management
Monterey,
California
|
$15.4M
|
+$1.15M
|
+44,668
|
+9%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$13.6M
|
-$655K
|
-25,444
|
-5%
|
|
|
21
|
MB Generational Wealth
Spokane,
Washington
|
$12.5M
|
+$1.32M
|
+51,377
|
+13%
|
|
|
22
|
Relative Value Partners Group
|
$12.4M
|
+$278K
|
+10,811
|
+2%
|
|
|
23
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$12.4M
|
+$2.18M
|
+84,819
|
+23%
|
|
|
24
|
LRI Investments
Palm Beach Gardens,
Florida
|
$12.2M
|
+$11.6M
|
+449,774
|
New
|
|
|
25
|
Private Wealth Management Group
Princeton,
New Jersey
|
$12.2M
|
+$1.35M
|
+52,576
|
+13%
|
|
