|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$176M
|
+$4.55M
|
+191,763
|
+3%
|
|
|
2
|
Adero Partners
Pleasanton,
California
|
$161M
|
+$19.2M
|
+809,099
|
+14%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$95.1M
|
+$83.6M
|
+3,526,200
|
+815%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$70.9M
|
+$62.7M
|
+2,644,791
|
+859%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$61.2M
|
+$46.2M
|
+1,947,372
|
+323%
|
|
|
6
|
Pathstone Family Office
Englewood,
New Jersey
|
$60.2M
|
-$12.5M
|
-527,339
|
-17%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$53.6M
|
+$502K
|
+21,172
|
+1%
|
|
|
8
|
3D/L Capital Management
Hartford,
Connecticut
|
$34.4M
|
+$1.09M
|
+45,817
|
+3%
|
|
|
9
|
Aprio Wealth Management
Atlanta,
Georgia
|
$34M
|
+$20.5M
|
+865,333
|
+157%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$30.3M
|
+$5.88M
|
+248,055
|
+24%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$28.5M
|
-$5.63M
|
-237,457
|
-17%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$28.4M
|
+$10.3M
|
+436,297
|
+58%
|
|
|
13
|
High Probability Advisors
Pittsford,
New York
|
$27.1M
|
+$1.71M
|
+72,022
|
+7%
|
|
|
14
|
Planning Center Inc
Moline,
Illinois
|
$26.9M
|
+$26.6M
|
+1,120,812
|
New
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$25.9M
|
+$25.6M
|
+1,080,131
|
New
|
|
|
16
|
BetterWealth
San Jose,
California
|
$18.5M
|
+$1.33M
|
+56,239
|
+8%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.1M
|
+$7.85M
|
+331,225
|
+79%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$17.5M
|
+$17.3M
|
+729,051
|
New
|
|
|
19
|
Park Avenue Securities
New York
|
$16.5M
|
+$16.2M
|
+685,248
|
New
|
|
|
20
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$13.3M
|
+$1.07M
|
+44,996
|
+9%
|
|
|
21
|
Crown Wealth Group
Charlotte,
North Carolina
|
$12.7M
|
+$5.16M
|
+217,622
|
+70%
|
|
|
22
|
True Wealth Design
Akron,
Ohio
|
$12M
|
+$11.9M
|
+501,308
|
New
|
|
|
23
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$11.6M
|
+$10.7M
|
+450,977
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
+$9.88M
|
+416,594
|
+858%
|
|
|
25
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$9.08M
|
+$8.97M
|
+378,373
|
New
|
|
