|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$92.1M
|
+$6.18M
|
+101,310
|
+7%
|
|
|
2
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$81.7M
|
+$14.4M
|
+236,676
|
+21%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$76.3M
|
-$441K
|
-7,223
|
-0.6%
|
|
|
4
|
Waypoint Wealth Partners
Mill Valley,
California
|
$48M
|
-$786K
|
-12,883
|
-2%
|
|
|
5
|
PrairieView Partners
St. Paul,
Minnesota
|
$39.7M
|
-$142K
|
-2,327
|
-0.4%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$38.7M
|
–
|
–
|
–
|
|
|
7
|
Versant Capital Management
Phoenix,
Arizona
|
$34.9M
|
+$11K
|
+181
|
+0%
|
|
|
8
|
Adero Partners
Pleasanton,
California
|
$29.3M
|
+$1.19M
|
+19,535
|
+4%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$24.9M
|
+$241K
|
+3,950
|
+1%
|
|
|
10
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$21.6M
|
-$20.5M
|
-336,194
|
-49%
|
|
|
11
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$17.5M
|
+$2.65M
|
+43,472
|
+18%
|
|
|
12
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$16.5M
|
+$683K
|
+11,192
|
+4%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$16.1M
|
+$957K
|
+15,690
|
+6%
|
|
|
14
|
CPWM LLC
Seattle,
Washington
|
$15M
|
+$1.89M
|
+30,971
|
+14%
|
|
|
15
|
Executive Wealth Management
Brighton,
Michigan
|
$12.8M
|
+$10.9M
|
+178,846
|
+530%
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$12.1M
|
+$12.2M
|
+200,247
|
New
|
|
|
17
|
Symmetry Partners
Glastonbury,
Connecticut
|
$10.6M
|
–
|
–
|
–
|
|
|
18
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$10.3M
|
+$465K
|
+7,615
|
+5%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$9.21M
|
+$3.38M
|
+55,336
|
+57%
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$9.12M
|
+$3.61M
|
+59,247
|
+64%
|
|
|
21
|
Hightower 6M Holding
Wichita,
Kansas
|
$8.75M
|
+$8.85M
|
+145,044
|
New
|
|
|
22
|
Burton Enright Welch
Walnut Creek,
California
|
$8.71M
|
+$8.81M
|
+144,437
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.28M
|
+$1.18M
|
+19,386
|
+16%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.88M
|
+$1.5M
|
+24,574
|
+23%
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.85M
|
+$7.01M
|
+114,902
|
+754%
|
|
