|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$192M
|
+$7.59M
|
+306,680
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$173M
|
+$72.6M
|
+2,933,670
|
+74%
|
|
|
3
|
Adero Partners
Pleasanton,
California
|
$162M
|
-$6.62M
|
-267,625
|
-4%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$160M
|
+$84.1M
|
+3,400,289
|
+115%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$81M
|
+$16.6M
|
+670,626
|
+26%
|
|
|
6
|
Pathstone Family Office
Englewood,
New Jersey
|
$58.4M
|
-$4.54M
|
-183,735
|
-7%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$57.5M
|
+$1.3M
|
+52,515
|
+2%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$54.5M
|
+$22.4M
|
+904,846
|
+72%
|
|
|
9
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$51.3M
|
+$50.5M
|
+2,040,981
|
New
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$45.4M
|
+$9.67M
|
+390,877
|
+28%
|
|
|
11
|
Planning Center Inc
Moline,
Illinois
|
$37.4M
|
+$9.02M
|
+364,623
|
+33%
|
|
|
12
|
3D/L Capital Management
Hartford,
Connecticut
|
$35.7M
|
-$344K
|
-13,913
|
-1%
|
|
|
13
|
Carlson Capital Management
Northfield,
Minnesota
|
$35.4M
|
+$5.47M
|
+221,326
|
+19%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$35.1M
|
+$5.31M
|
+214,725
|
+18%
|
|
|
15
|
High Probability Advisors
Pittsford,
New York
|
$32.1M
|
+$3.74M
|
+151,102
|
+13%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$28.8M
|
+$10.3M
|
+418,170
|
+57%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
$28.5M
|
+$1.32M
|
+53,316
|
+5%
|
|
|
18
|
Liberty Wealth Management
Oakland,
California
|
$24.6M
|
+$24.3M
|
+982,978
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$22.6M
|
+$17.9M
|
+724,034
|
+413%
|
|
|
20
|
Bouchey Financial Group
Troy,
New York
|
$21.9M
|
+$21.5M
|
+870,833
|
New
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.6M
|
+$2.68M
|
+108,478
|
+14%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.6M
|
+$8.75M
|
+353,910
|
+76%
|
|
|
23
|
BetterWealth
San Jose,
California
|
$19.9M
|
+$544K
|
+22,004
|
+3%
|
|
|
24
|
Park Avenue Securities
New York
|
$19.8M
|
+$2.49M
|
+100,546
|
+15%
|
|
|
25
|
Safeguard Investment Advisory Group
Corona,
California
|
$19.4M
|
+$18.7M
|
+757,470
|
+5,648%
|
|
