|
1
|
American Century Companies
Kansas City,
Missouri
|
$68M
|
-$4.22M
|
-70,895
|
-6%
|
|
|
2
|
Waypoint Wealth Partners
Mill Valley,
California
|
$41.1M
|
-$441K
|
-7,422
|
-1%
|
|
|
3
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$39.3M
|
+$1.73M
|
+29,051
|
+5%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37.5M
|
+$6.16M
|
+103,625
|
+20%
|
|
|
5
|
Versant Capital Management
Phoenix,
Arizona
|
$36.4M
|
-$126K
|
-2,120
|
-0.4%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$35.4M
|
–
|
–
|
–
|
|
|
7
|
PrairieView Partners
St. Paul,
Minnesota
|
$35.1M
|
+$1.21M
|
+20,289
|
+4%
|
|
|
8
|
RVW Wealth
Los Angeles,
California
|
$23M
|
+$1.12M
|
+18,834
|
+5%
|
|
|
9
|
Symmetry Partners
Glastonbury,
Connecticut
|
$10.6M
|
+$161K
|
+2,700
|
+2%
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$9.22M
|
+$1.61M
|
+27,030
|
+22%
|
|
|
11
|
Adero Partners
Pleasanton,
California
|
$9.03M
|
+$5.17M
|
+87,009
|
+140%
|
|
|
12
|
6 Meridian
Wichita,
Kansas
|
$7.22M
|
+$7.1M
|
+119,397
|
New
|
|
|
13
|
Eaton Vance Management
Boston,
Massachusetts
|
$6.74M
|
+$1.9M
|
+31,989
|
+40%
|
|
|
14
|
Sage Rhino Capital
Menlo Park,
California
|
$5.08M
|
+$410K
|
+6,900
|
+9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.93M
|
+$643K
|
+10,807
|
+15%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.62M
|
+$162K
|
+2,717
|
+4%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$3.55M
|
+$613K
|
+10,318
|
+21%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.65M
|
+$46K
|
+773
|
+2%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$2.63M
|
+$595K
|
+10,000
|
+30%
|
|
|
20
|
CGN Advisors
Manhattan,
Kansas
|
$1.67M
|
+$1.64M
|
+27,521
|
New
|
|
|
21
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.32M
|
+$1.3M
|
+21,787
|
New
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.26M
|
+$397K
|
+6,671
|
+50%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
+$1.19M
|
+20,095
|
New
|
|
|
24
|
TRUADVICE
Sarasota,
Florida
|
$1.21M
|
+$400K
|
+6,734
|
+54%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.16M
|
+$874K
|
+14,701
|
+326%
|
|
