|
1
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
US$ 7,59 mi
|
+US$ 10,1 mil
|
+231
|
+0,1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 7,48 mi
|
+US$ 7,55 mi
|
+172.597
|
Nova
|
|
|
3
|
FAS Wealth Partners
Leawood,
Kansas
|
US$ 6,43 mi
|
+US$ 6,49 mi
|
+148.432
|
Nova
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$ 6,05 mi
|
+US$ 1,22 mi
|
+27.973
|
+25%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
US$ 5,78 mi
|
+US$ 5,83 mi
|
+133.357
|
Nova
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
US$ 4,79 mi
|
+US$ 2,83 mi
|
+64.717
|
+141%
|
|
|
7
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
US$ 4,3 mi
|
+US$ 4,11 mi
|
+94.016
|
+1.833%
|
|
|
8
|
American Century Companies
Kansas City,
Missouri
|
US$ 3,95 mi
|
+US$ 3,98 mi
|
+91.121
|
Nova
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
US$ 1,77 mi
|
+US$ 1,78 mi
|
+40.753
|
Nova
|
|
|
10
|
ML&R Wealth Management
Austin,
Texas
|
US$ 1,51 mi
|
-US$ 322 mil
|
-7.362
|
-17%
|
|
|
11
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$ 1,38 mi
|
+US$ 722 mil
|
+16.521
|
+107%
|
|
|
12
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
US$ 1,34 mi
|
+US$ 1,35 mi
|
+30.912
|
Nova
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
US$ 1,17 mi
|
+US$ 513 mil
|
+11.730
|
+77%
|
|
|
14
|
Atlas Wealth
Cincinnati,
Ohio
|
US$ 936 mil
|
+US$ 944 mil
|
+21.583
|
Nova
|
|
|
15
|
Tillman Hartley LLC
Denver,
Colorado
|
US$ 843 mil
|
+US$ 851 mil
|
+19.452
|
Nova
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
US$ 630 mil
|
+US$ 361 mil
|
+8.257
|
+131%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
US$ 511 mil
|
+US$ 516 mil
|
+11.794
|
Nova
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
US$ 295 mil
|
+US$ 297 mil
|
+6.795
|
Nova
|
|
|
19
|
Level Financial Advisors
East Amherst,
New York
|
US$ 270 mil
|
+US$ 27,1 mil
|
+620
|
+11%
|
|
|
20
|
GEM Asset Management
Plymouth,
Michigan
|
US$ 229 mil
|
+US$ 231 mil
|
+5.287
|
Nova
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
US$ 161 mil
|
+US$ 42,4 mil
|
+970
|
+35%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
US$ 92,9 mil
|
+US$ 2,32 mil
|
+53
|
+3%
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
US$ 90,1 mil
|
-US$ 11 mil
|
-252
|
-11%
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
US$ 42,7 mil
|
+US$ 43,1 mil
|
+985
|
Nova
|
|
|
25
|
LAM Group
Lake Oswego,
Oregon
|
US$ 2,6 mil
|
+US$ 2,62 mil
|
+60
|
Nova
|
|
