|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$152M
|
+$12.6M
|
+533,659
|
+8%
|
|
|
2
|
Adero Partners
Pleasanton,
California
|
$135M
|
-$11.1M
|
-469,844
|
-7%
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
$64.8M
|
+$71.8M
|
+3,035,327
|
New
|
|
|
4
|
LVZ Inc
Holland,
Michigan
|
$47.2M
|
+$51.6M
|
+2,180,022
|
+6,671%
|
|
|
5
|
Liberty Wealth Management
Oakland,
California
|
$41.1M
|
+$41.8M
|
+1,767,201
|
+1,105%
|
|
|
6
|
Carlson Capital Management
Northfield,
Minnesota
|
$30.4M
|
-$1.93M
|
-81,591
|
-5%
|
|
|
7
|
3D/L Capital Management
Hartford,
Connecticut
|
$29.6M
|
-$300K
|
-12,693
|
-0.9%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$22.5M
|
+$3.61M
|
+152,415
|
+17%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$21.6M
|
+$13.5M
|
+572,056
|
+130%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.9M
|
+$10.1M
|
+424,800
|
+132%
|
|
|
11
|
BetterWealth
San Jose,
California
|
$15.2M
|
+$920K
|
+38,867
|
+6%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$12.9M
|
+$11.9M
|
+502,712
|
+504%
|
|
|
13
|
Aprio Wealth Management
Atlanta,
Georgia
|
$11.8M
|
+$11.6M
|
+489,971
|
+798%
|
|
|
14
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$10.8M
|
+$74.3K
|
+3,138
|
+0.6%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.73M
|
+$4.8M
|
+202,976
|
+94%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.23M
|
+$7.24M
|
+305,990
|
+242%
|
|
|
17
|
Cardiff Park Advisors
Carlsbad,
California
|
$6.97M
|
+$6.51M
|
+275,019
|
+532%
|
|
|
18
|
Crown Wealth Group
Charlotte,
North Carolina
|
$6.62M
|
+$4.56M
|
+192,514
|
+163%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$6.57M
|
+$7.28M
|
+307,791
|
New
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.19M
|
+$1.06M
|
+44,752
|
+18%
|
|
|
21
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.84M
|
+$3.47M
|
+146,585
|
+116%
|
|
|
22
|
REDW Wealth
Albuquerque,
New Mexico
|
$5.39M
|
+$593K
|
+25,074
|
+11%
|
|
|
23
|
|
$5.34M
|
+$5.3M
|
+224,122
|
+859%
|
|
|
24
|
Horizon Investments
Charlotte,
North Carolina
|
$5.13M
|
+$5.69M
|
+240,423
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.74M
|
+$5.25M
|
+222,032
|
New
|
|
