|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$149M
|
+$159M
|
+6,537,442
|
+8,842%
|
|
|
2
|
Adero Partners
Pleasanton,
California
|
$145M
|
+$31.7M
|
+1,300,428
|
+26%
|
|
|
3
|
Carlson Capital Management
Northfield,
Minnesota
|
$33.8M
|
+$36.6M
|
+1,503,989
|
New
|
|
|
4
|
3D/L Capital Management
Hartford,
Connecticut
|
$31.5M
|
+$34.1M
|
+1,399,229
|
New
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$20.3M
|
+$22M
|
+903,038
|
New
|
|
|
6
|
BetterWealth
San Jose,
California
|
$15.2M
|
+$16.4M
|
+674,292
|
New
|
|
|
7
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$11.3M
|
+$12.3M
|
+504,187
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$9.91M
|
+$10.7M
|
+440,904
|
New
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.24M
|
+$7.84M
|
+321,741
|
New
|
|
|
10
|
Aveo Capital Partners
Englewood,
Colorado
|
$5.52M
|
+$4.51M
|
+185,221
|
+309%
|
|
|
11
|
REDW Wealth
Albuquerque,
New Mexico
|
$5.12M
|
+$1.96M
|
+80,373
|
+55%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.03M
|
+$5.25M
|
+215,370
|
+93,639%
|
|
|
13
|
Liberty Wealth Management
Oakland,
California
|
$3.6M
|
+$65.8K
|
+2,702
|
+2%
|
|
|
14
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.85M
|
+$3.09M
|
+126,900
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$3.09M
|
+126,692
|
New
|
|
|
16
|
Crown Wealth Group
Charlotte,
North Carolina
|
$2.65M
|
-$760K
|
-31,180
|
-21%
|
|
|
17
|
Applied Capital
Little Rock,
Arkansas
|
$2.58M
|
+$1.72M
|
+70,518
|
+159%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$2.47M
|
+$2.67M
|
+109,692
|
New
|
|
|
19
|
Forum Financial Management
Lombard,
Illinois
|
$2.25M
|
+$2.43M
|
+99,819
|
New
|
|
|
20
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$2.22M
|
+$1.88M
|
+77,293
|
+362%
|
|
|
21
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.81M
|
+$1.96M
|
+80,412
|
New
|
|
|
22
|
Satovsky Asset Management
New York
|
$1.56M
|
+$1.68M
|
+69,033
|
New
|
|
|
23
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.38M
|
+$1.5M
|
+61,424
|
New
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.34M
|
+$1.45M
|
+59,397
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$737K
|
+30,235
|
+124%
|
|
