|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$90.3M
|
+$41.3M
|
+649,930
|
+84%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$80.6M
|
+$7.46M
|
+117,457
|
+10%
|
|
|
3
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$70.9M
|
+$7.93M
|
+124,776
|
+13%
|
|
|
4
|
Waypoint Wealth Partners
Mill Valley,
California
|
$51.3M
|
-$8.09M
|
-127,260
|
-14%
|
|
|
5
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$43.8M
|
-$317K
|
-4,996
|
-0.7%
|
|
|
6
|
PrairieView Partners
St. Paul,
Minnesota
|
$41.9M
|
+$2.4M
|
+37,796
|
+6%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$40.6M
|
+$929K
|
+14,618
|
+2%
|
|
|
8
|
Versant Capital Management
Phoenix,
Arizona
|
$36.7M
|
+$124K
|
+1,956
|
+0.3%
|
|
|
9
|
Adero Partners
Pleasanton,
California
|
$29.5M
|
+$4.12M
|
+64,848
|
+16%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$25.9M
|
-$20.3K
|
-319
|
-0.1%
|
|
|
11
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$16.6M
|
+$16.6M
|
+261,846
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$15.9M
|
+$3.72M
|
+58,551
|
+30%
|
|
|
13
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$15.6M
|
+$15.7M
|
+246,404
|
New
|
|
|
14
|
CPWM LLC
Seattle,
Washington
|
$13.6M
|
–
|
–
|
–
|
|
|
15
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.1M
|
–
|
–
|
–
|
|
|
16
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$9.93M
|
+$10.3M
|
+162,662
|
New
|
|
|
17
|
6 Meridian
Wichita,
Kansas
|
$8.65M
|
+$225K
|
+3,536
|
+3%
|
|
|
18
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.65M
|
+$1.79M
|
+28,227
|
+31%
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$7.47M
|
+$3.16M
|
+49,794
|
+73%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.72M
|
+$2.06M
|
+32,454
|
+44%
|
|
|
21
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$6.26M
|
+$6.28M
|
+98,813
|
New
|
|
|
22
|
V Wealth Advisors
Overland Park,
Kansas
|
$6.19M
|
+$851K
|
+13,392
|
+16%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$6.17M
|
+$4.09M
|
+64,349
|
+196%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.9M
|
+$323K
|
+5,090
|
+6%
|
|
|
25
|
SC&H Financial Advisors
Sparks,
Maryland
|
$5.82M
|
+$5.84M
|
+91,883
|
New
|
|
