|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$226M
|
+$6.95M
|
+253,225
|
+3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$162M
|
-$13.6M
|
-497,335
|
-8%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$84.7M
|
+$9.95M
|
+362,441
|
+13%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$41.9M
|
+$4.67M
|
+170,244
|
+12%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$35.1M
|
+$313K
|
+11,397
|
+0.9%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$31.7M
|
+$1.61M
|
+58,587
|
+5%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$29.3M
|
+$523K
|
+19,056
|
+2%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$27.9M
|
+$862K
|
+31,407
|
+3%
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$24.7M
|
+$2M
|
+73,007
|
+9%
|
|
|
10
|
Planning Center Inc
Moline,
Illinois
|
$21.8M
|
+$95.1K
|
+3,464
|
+0.4%
|
|
|
11
|
|
$21.8M
|
-$2.06M
|
-75,164
|
-8%
|
|
|
12
|
Abacus Wealth Partners
Santa Monica,
California
|
$21.2M
|
+$2M
|
+73,043
|
+10%
|
|
|
13
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.5M
|
-$142K
|
-5,173
|
-0.7%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$19.5M
|
+$658K
|
+23,958
|
+3%
|
|
|
15
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$19.1M
|
+$7M
|
+254,997
|
+56%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$18.6M
|
+$9.18M
|
+334,452
|
+93%
|
|
|
17
|
|
$18.6M
|
+$703K
|
+25,612
|
+4%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.1M
|
+$1.62M
|
+58,956
|
+10%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.6M
|
+$119K
|
+4,320
|
+0.7%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$16.9M
|
+$3.52M
|
+128,086
|
+26%
|
|
|
21
|
Integris Wealth Management
Monterey,
California
|
$14.5M
|
-$815K
|
-29,685
|
-5%
|
|
|
22
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$13.6M
|
-$2.57M
|
-93,500
|
-16%
|
|
|
23
|
LRI Investments
Palm Beach Gardens,
Florida
|
$12.5M
|
+$435K
|
+15,859
|
+4%
|
|
|
24
|
MB Generational Wealth
Spokane,
Washington
|
$12.3M
|
-$39.9K
|
-1,453
|
-0.3%
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$11.3M
|
-$589K
|
-21,451
|
-5%
|
|
