|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$236M
|
+$7.52M
|
+274,044
|
+3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$170M
|
+$4.92M
|
+179,243
|
+3%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$115M
|
+$19.9M
|
+726,986
|
+20%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$59.3M
|
+$16.1M
|
+585,125
|
+36%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$37.8M
|
+$1.89M
|
+68,774
|
+5%
|
|
|
6
|
Asset Dedication LLC
San Francisco,
California
|
$32.2M
|
+$2.54M
|
+92,723
|
+8%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$32.1M
|
+$522K
|
+19,017
|
+2%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$27.8M
|
-$708K
|
-25,794
|
-2%
|
|
|
9
|
Abacus Wealth Partners
Santa Monica,
California
|
$27.5M
|
+$4.89M
|
+178,329
|
+21%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$26.8M
|
+$1.36M
|
+49,532
|
+5%
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$25.8M
|
+$2.66M
|
+96,778
|
+11%
|
|
|
12
|
|
$22.4M
|
+$1.92M
|
+70,069
|
+9%
|
|
|
13
|
Planning Center Inc
Moline,
Illinois
|
$21.9M
|
+$153K
|
+5,558
|
+0.7%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$20.7M
|
-$1.12M
|
-40,905
|
-5%
|
|
|
15
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.4M
|
+$364K
|
+13,268
|
+2%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.2M
|
+$1.22M
|
+44,456
|
+7%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$18.7M
|
-$631K
|
-23,007
|
-3%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$18.2M
|
+$1.69M
|
+61,673
|
+10%
|
|
|
19
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$17M
|
+$8.22M
|
+299,398
|
+85%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$16.3M
|
-$366K
|
-13,352
|
-2%
|
|
|
21
|
Integris Wealth Management
Monterey,
California
|
$15.6M
|
+$1.07M
|
+39,019
|
+7%
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$14.6M
|
+$4.59M
|
+167,149
|
+44%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.5M
|
+$2.14M
|
+78,154
|
+17%
|
|
|
24
|
Quantum Financial Advisors
El Segundo,
California
|
$13.7M
|
+$1.23M
|
+44,875
|
+10%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.4M
|
+$1.07M
|
+38,959
|
+8%
|
|
