|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$250M
|
+$5.71M
|
+204,826
|
+2%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$180M
|
+$5.26M
|
+188,565
|
+3%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$105M
|
+$101M
|
+3,604,905
|
+31,372%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$47.8M
|
+$2.51M
|
+90,086
|
+6%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$39.3M
|
+$1.33M
|
+47,659
|
+4%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$34.5M
|
+$297K
|
+10,659
|
+0.9%
|
|
|
7
|
|
$33.3M
|
+$9.35M
|
+335,298
|
+41%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$32.6M
|
+$918K
|
+32,930
|
+3%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$31.1M
|
+$949K
|
+34,018
|
+3%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$27.9M
|
+$1.15M
|
+41,120
|
+4%
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$25.4M
|
+$4.6M
|
+164,868
|
+23%
|
|
|
12
|
Abacus Wealth Partners
Santa Monica,
California
|
$24.9M
|
+$1.99M
|
+71,291
|
+9%
|
|
|
13
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$23.9M
|
+$2.69M
|
+96,307
|
+13%
|
|
|
14
|
Planning Center Inc
Moline,
Illinois
|
$23.8M
|
+$158K
|
+5,667
|
+0.7%
|
|
|
15
|
|
$22.4M
|
+$2.22M
|
+79,448
|
+11%
|
|
|
16
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$21.9M
|
-$251K
|
-9,009
|
-1%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$21.2M
|
+$974K
|
+34,921
|
+5%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.7M
|
+$894K
|
+32,059
|
+5%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$18.2M
|
-$7.33K
|
-263
|
-0%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$17.9M
|
+$17.4M
|
+622,270
|
New
|
|
|
21
|
Integris Wealth Management
Monterey,
California
|
$16M
|
+$315K
|
+11,280
|
+2%
|
|
|
22
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$14.7M
|
–
|
–
|
–
|
|
|
23
|
Quantum Financial Advisors
El Segundo,
California
|
$13.7M
|
+$1.69M
|
+60,512
|
+15%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.6M
|
-$5.16M
|
-184,864
|
-28%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.5M
|
+$1.72M
|
+61,504
|
+15%
|
|
