|
1
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
7,59 Mio. $
|
+10.102 $
|
+231
|
+0,1 %
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
7,48 Mio. $
|
+7,55 Mio. $
|
+172.597
|
Neu
|
|
|
3
|
FAS Wealth Partners
Leawood,
Kansas
|
6,43 Mio. $
|
+6,49 Mio. $
|
+148.432
|
Neu
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
6,05 Mio. $
|
+1,22 Mio. $
|
+27.973
|
+25 %
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
5,78 Mio. $
|
+5,83 Mio. $
|
+133.357
|
Neu
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
4,79 Mio. $
|
+2,83 Mio. $
|
+64.717
|
+141 %
|
|
|
7
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
4,3 Mio. $
|
+4,11 Mio. $
|
+94.016
|
+1.833 %
|
|
|
8
|
American Century Companies
Kansas City,
Missouri
|
3,95 Mio. $
|
+3,98 Mio. $
|
+91.121
|
Neu
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
1,77 Mio. $
|
+1,78 Mio. $
|
+40.753
|
Neu
|
|
|
10
|
ML&R Wealth Management
Austin,
Texas
|
1,51 Mio. $
|
-321.939 $
|
-7.362
|
-17 %
|
|
|
11
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
1,38 Mio. $
|
+722.460 $
|
+16.521
|
+107 %
|
|
|
12
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
1,34 Mio. $
|
+1,35 Mio. $
|
+30.912
|
Neu
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
1,17 Mio. $
|
+512.951 $
|
+11.730
|
+77 %
|
|
|
14
|
Atlas Wealth
Cincinnati,
Ohio
|
935.623 $
|
+943.820 $
|
+21.583
|
Neu
|
|
|
15
|
Tillman Hartley LLC
Denver,
Colorado
|
843.244 $
|
+850.632 $
|
+19.452
|
Neu
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
630.179 $
|
+361.077 $
|
+8.257
|
+131 %
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
511.269 $
|
+515.749 $
|
+11.794
|
Neu
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
294.563 $
|
+297.144 $
|
+6.795
|
Neu
|
|
|
19
|
Level Financial Advisors
East Amherst,
New York
|
270.000 $
|
+27.112 $
|
+620
|
+11 %
|
|
|
20
|
GEM Asset Management
Plymouth,
Michigan
|
229.200 $
|
+231.199 $
|
+5.287
|
Neu
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
161.045 $
|
+42.418 $
|
+970
|
+35 %
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
92.899 $
|
+2.318 $
|
+53
|
+3 %
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
90.081 $
|
-11.020 $
|
-252
|
-11 %
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
42.700 $
|
+43.074 $
|
+985
|
Neu
|
|
|
25
|
LAM Group
Lake Oswego,
Oregon
|
2.601 $
|
+2.624 $
|
+60
|
Neu
|
|
