|
1
|
American Century Companies
Kansas City,
Missouri
|
$57.9M
|
+$4.47M
|
+91,767
|
+7%
|
|
|
2
|
Versant Capital Management
Phoenix,
Arizona
|
$25.3M
|
+$31.1M
|
+637,051
|
New
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$18.5M
|
+$22.7M
|
+466,634
|
New
|
|
|
4
|
Plancorp LLC
Saint Louis,
Missouri
|
$16.8M
|
+$14.7M
|
+300,818
|
+246%
|
|
|
5
|
|
$4.33M
|
+$3.86M
|
+79,139
|
+265%
|
|
|
6
|
CPWM LLC
Seattle,
Washington
|
$3.68M
|
+$4.52M
|
+92,681
|
New
|
|
|
7
|
SG Americas Securities
New York
|
$3.4M
|
-$1.81M
|
-37,150
|
-30%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$744K
|
+$914K
|
+18,745
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$625K
|
+$764K
|
+15,678
|
New
|
|
|
10
|
Merriman Wealth Management
Seattle,
Washington
|
$507K
|
+$622K
|
+12,760
|
New
|
|
|
11
|
Raymond James Trust
St. Petersburg,
Florida
|
$438K
|
+$538K
|
+11,031
|
New
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$413K
|
+$196K
|
+4,029
|
+69%
|
|
|
13
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$74K
|
+$72.2K
|
+1,481
|
+391%
|
|
|
14
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$47K
|
+$28.1K
|
+576
|
+96%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$38K
|
+$46.2K
|
+948
|
New
|
|
|
16
|
PrairieView Partners
St. Paul,
Minnesota
|
$36K
|
+$44.7K
|
+917
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.77M
|
-32,870
|
Closed
|
|
