|
1
|
American Century Companies
Kansas City,
Missouri
|
$72.8M
|
+$1.9M
|
+29,893
|
+3%
|
|
|
2
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$57.6M
|
+$58.1M
|
+913,857
|
New
|
|
|
3
|
Waypoint Wealth Partners
Mill Valley,
California
|
$48.3M
|
+$5.53M
|
+86,960
|
+13%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$45.3M
|
+$6.28M
|
+98,737
|
+16%
|
|
|
5
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$41.4M
|
+$1.84M
|
+28,918
|
+4%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$39.5M
|
+$2.65M
|
+41,699
|
+7%
|
|
|
7
|
PrairieView Partners
St. Paul,
Minnesota
|
$38.1M
|
+$1.51M
|
+23,700
|
+4%
|
|
|
8
|
Versant Capital Management
Phoenix,
Arizona
|
$38M
|
-$25.3K
|
-398
|
-0.1%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$25M
|
+$889K
|
+13,974
|
+4%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$21.1M
|
+$11.8M
|
+185,215
|
+124%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$11.9M
|
+$2.34M
|
+36,734
|
+24%
|
|
|
12
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$11.8M
|
+$11M
|
+172,495
|
New
|
|
|
13
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11M
|
–
|
–
|
–
|
|
|
14
|
Eaton Vance Management
Boston,
Massachusetts
|
$8.63M
|
+$1.63M
|
+25,557
|
+23%
|
|
|
15
|
6 Meridian
Wichita,
Kansas
|
$8.01M
|
+$479K
|
+7,527
|
+6%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$7.56M
|
+$7.63M
|
+119,919
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$7.33M
|
+$3.67M
|
+57,674
|
+98%
|
|
|
18
|
Sage Rhino Capital
Menlo Park,
California
|
$5.55M
|
+$264K
|
+4,156
|
+5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.24M
|
+$106K
|
+1,674
|
+2%
|
|
|
20
|
V Wealth Advisors
Overland Park,
Kansas
|
$4.61M
|
+$3.97M
|
+62,371
|
+576%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.35M
|
-$464K
|
-7,294
|
-10%
|
|
|
22
|
Merriman Wealth Management
Seattle,
Washington
|
$4.04M
|
+$1.31M
|
+20,600
|
+47%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.91M
|
+$1.66M
|
+26,031
|
+130%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.81M
|
+$53K
|
+834
|
+2%
|
|
|
25
|
|
$2.7M
|
+$2.72M
|
+42,759
|
New
|
|
