|
1
|
American Century Companies
Kansas City,
Missouri
|
$62.6M
|
-$2.38M
|
-48,373
|
-4%
|
|
|
2
|
Versant Capital Management
Phoenix,
Arizona
|
$29.8M
|
-$953K
|
-19,363
|
-3%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$28.7M
|
+$17.3K
|
+352
|
+0.1%
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$17.2M
|
-$7.92K
|
-161
|
-0%
|
|
|
5
|
Symmetry Partners
Glastonbury,
Connecticut
|
$9.2M
|
–
|
–
|
–
|
|
|
6
|
CPWM LLC
Seattle,
Washington
|
$4.87M
|
+$618K
|
+12,561
|
+15%
|
|
|
7
|
Sage Rhino Capital
Menlo Park,
California
|
$3.67M
|
+$674K
|
+13,703
|
+23%
|
|
|
8
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$3.66M
|
+$3.66M
|
+74,304
|
New
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.58M
|
+$3.58M
|
+72,779
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.99M
|
+$713K
|
+14,494
|
+31%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.06M
|
+$2.06M
|
+41,912
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.36M
|
+$392K
|
+7,977
|
+40%
|
|
|
13
|
SG Americas Securities
New York
|
$987K
|
-$3.22M
|
-65,554
|
-77%
|
|
|
14
|
Raymond James Trust
St. Petersburg,
Florida
|
$603K
|
+$19.6K
|
+398
|
+3%
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$498K
|
+$1.97K
|
+40
|
+0.4%
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$490K
|
+$142K
|
+2,889
|
+41%
|
|
|
17
|
Merriman Wealth Management
Seattle,
Washington
|
$420K
|
-$241K
|
-4,892
|
-36%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$365K
|
+$142K
|
+2,896
|
+64%
|
|
|
19
|
TRUADVICE
Sarasota,
Florida
|
$359K
|
+$351K
|
+7,143
|
New
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$282K
|
+$256K
|
+5,213
|
New
|
|
|
21
|
Tarbox Family Office
Newport Beach,
California
|
$265K
|
-$244K
|
-4,970
|
-48%
|
|
|
22
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$131K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110K
|
+$80.7K
|
+1,640
|
+279%
|
|
|
24
|
PrairieView Partners
St. Paul,
Minnesota
|
$46K
|
+$886
|
+18
|
+2%
|
|
|
25
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$24K
|
–
|
–
|
–
|
|
