|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$76.6M
|
+$8.35M
|
+148,611
|
+11%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$75.9M
|
-$2.04M
|
-36,239
|
-2%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$65.6M
|
+$1.24M
|
+22,037
|
+2%
|
|
|
4
|
Plancorp LLC
Saint Louis,
Missouri
|
$43.6M
|
+$12.1M
|
+214,819
|
+33%
|
|
|
5
|
|
$37.2M
|
+$35M
|
+622,331
|
+581%
|
|
|
6
|
Waypoint Wealth Partners
Mill Valley,
California
|
$37.1M
|
-$3.85M
|
-68,547
|
-9%
|
|
|
7
|
PrairieView Partners
St. Paul,
Minnesota
|
$34.8M
|
+$1.31M
|
+23,410
|
+4%
|
|
|
8
|
ESL Trust Services
Rochester,
New York
|
$31.6M
|
+$34.8M
|
+619,793
|
New
|
|
|
9
|
Versant Capital Management
Phoenix,
Arizona
|
$30M
|
+$564K
|
+10,039
|
+2%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$27.2M
|
+$3.44M
|
+61,249
|
+13%
|
|
|
11
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$27.1M
|
+$29.9M
|
+532,250
|
New
|
|
|
12
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$25.8M
|
+$8.49M
|
+151,235
|
+43%
|
|
|
13
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$22M
|
+$7.97M
|
+141,870
|
+49%
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$20.9M
|
-$138K
|
-2,454
|
-0.6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$12.3M
|
+218,384
|
+143%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$17.7M
|
+$12.5M
|
+222,326
|
+179%
|
|
|
17
|
Quantum Financial Advisors
El Segundo,
California
|
$14.4M
|
+$14.9M
|
+265,239
|
New
|
|
|
18
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$14.1M
|
+$189K
|
+3,361
|
+1%
|
|
|
19
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$13.5M
|
+$13.1M
|
+232,927
|
+726%
|
|
|
20
|
CPWM LLC
Seattle,
Washington
|
$12.5M
|
-$132K
|
-2,353
|
-0.9%
|
|
|
21
|
AWM Capital
Phoenix,
Arizona
|
$11.7M
|
+$6.49M
|
+115,643
|
+101%
|
|
|
22
|
Janiczek Wealth Management
Denver,
Colorado
|
$10.5M
|
-$267K
|
-4,754
|
-2%
|
|
|
23
|
SC&H Financial Advisors
Sparks,
Maryland
|
$10.2M
|
+$2.71M
|
+48,339
|
+32%
|
|
|
24
|
Executive Wealth Management
Brighton,
Michigan
|
$9.71M
|
-$1.24M
|
-21,995
|
-10%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$9.69M
|
-$4.29M
|
-76,468
|
-29%
|
|
