|
1
|
American Century Companies
Kansas City,
Missouri
|
$68.4M
|
-$4.01M
|
-75,496
|
-6%
|
|
|
2
|
Waypoint Wealth Partners
Mill Valley,
California
|
$39.3M
|
+$36.5M
|
+686,876
|
New
|
|
|
3
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$36.4M
|
+$33M
|
+620,735
|
New
|
|
|
4
|
Versant Capital Management
Phoenix,
Arizona
|
$34.6M
|
+$11.6K
|
+218
|
+0%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$33.5M
|
+$154K
|
+2,891
|
+0.5%
|
|
|
6
|
PrairieView Partners
St. Paul,
Minnesota
|
$32M
|
+$29.7M
|
+558,769
|
+59,761%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$29.5M
|
+$27.4M
|
+516,298
|
New
|
|
|
8
|
RVW Wealth
Los Angeles,
California
|
$21M
|
+$639K
|
+12,019
|
+3%
|
|
|
9
|
Symmetry Partners
Glastonbury,
Connecticut
|
$9.85M
|
-$770K
|
-14,499
|
-8%
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$7.17M
|
+$1.4M
|
+26,417
|
+27%
|
|
|
11
|
|
$5.68M
|
+$5.28M
|
+99,390
|
New
|
|
|
12
|
Eaton Vance Management
Boston,
Massachusetts
|
$4.54M
|
+$4.22M
|
+79,372
|
New
|
|
|
13
|
Sage Rhino Capital
Menlo Park,
California
|
$4.41M
|
+$135K
|
+2,542
|
+3%
|
|
|
14
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$4.33M
|
+$77.9K
|
+1,466
|
+2%
|
|
|
15
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.21M
|
+$43.5K
|
+818
|
+1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.04M
|
+$526K
|
+9,892
|
+16%
|
|
|
17
|
Adero Partners
Pleasanton,
California
|
$3.56M
|
+$3.3M
|
+62,183
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.76M
|
+$1.09M
|
+20,599
|
+74%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.46M
|
+$56.6K
|
+1,065
|
+3%
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$1.92M
|
+$1.33M
|
+25,000
|
+293%
|
|
|
21
|
SG Americas Securities
New York
|
$1.09M
|
-$53.1K
|
-1,000
|
-5%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$785K
|
+$176K
|
+3,314
|
+33%
|
|
|
23
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$779K
|
+$724K
|
+13,624
|
New
|
|
|
24
|
TRUADVICE
Sarasota,
Florida
|
$708K
|
+$279K
|
+5,246
|
+73%
|
|
|
25
|
Raymond James Trust
St. Petersburg,
Florida
|
$700K
|
–
|
–
|
–
|
|
