|
1
|
American Century Companies
Kansas City,
Missouri
|
$72.2M
|
+$1.15K
|
+18
|
+0%
|
|
|
2
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$62.1M
|
+$5.07M
|
+79,320
|
+9%
|
|
|
3
|
Waypoint Wealth Partners
Mill Valley,
California
|
$58.5M
|
+$10.9M
|
+169,947
|
+22%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$48.4M
|
+$3.58M
|
+56,018
|
+8%
|
|
|
5
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$43.5M
|
+$1.08M
|
+16,845
|
+2%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$39.2M
|
–
|
–
|
–
|
|
|
7
|
PrairieView Partners
St. Paul,
Minnesota
|
$38.9M
|
+$1.24M
|
+19,418
|
+3%
|
|
|
8
|
Versant Capital Management
Phoenix,
Arizona
|
$36.1M
|
-$1.58M
|
-24,732
|
-4%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$26M
|
+$950K
|
+14,862
|
+4%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$25M
|
+$4.24M
|
+66,325
|
+20%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$13.6M
|
+$1.79M
|
+28,031
|
+15%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$12M
|
+$4.85M
|
+75,882
|
+65%
|
|
|
13
|
Symmetry Partners
Glastonbury,
Connecticut
|
$10.9M
|
–
|
–
|
–
|
|
|
14
|
6 Meridian
Wichita,
Kansas
|
$8.3M
|
+$380K
|
+5,940
|
+5%
|
|
|
15
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.78M
|
-$5.11M
|
-79,974
|
-46%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.5M
|
+$308K
|
+4,814
|
+6%
|
|
|
17
|
Sage Rhino Capital
Menlo Park,
California
|
$5.35M
|
-$154K
|
-2,411
|
-3%
|
|
|
18
|
V Wealth Advisors
Overland Park,
Kansas
|
$5.26M
|
+$704K
|
+11,025
|
+15%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.6M
|
+$1.76M
|
+27,468
|
+60%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.41M
|
+$102K
|
+1,604
|
+2%
|
|
|
21
|
Merriman Wealth Management
Seattle,
Washington
|
$4.36M
|
+$356K
|
+5,570
|
+9%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.26M
|
+$2.62M
|
+41,017
|
+151%
|
|
|
23
|
CGN Advisors
Manhattan,
Kansas
|
$4.15M
|
+$2.31M
|
+36,120
|
+119%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.78M
|
+$1.02M
|
+15,916
|
+36%
|
|
|
25
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.81M
|
+$1.24M
|
+19,382
|
+81%
|
|
