|
1
|
American Century Companies
Kansas City,
Missouri
|
$15.5M
|
+$2.17M
|
+44,969
|
+12%
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$4.93M
|
+$3.28M
|
+68,116
|
+102%
|
|
|
3
|
|
$4.49M
|
+$4.24M
|
+88,000
|
+254%
|
|
|
4
|
Managed Account Services
Coconut Grove,
Florida
|
$3.69M
|
+$5.1M
|
+105,791
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$3.16M
|
+$1.88M
|
+38,936
|
+82%
|
|
|
6
|
SG Americas Securities
New York
|
$2.51M
|
+$1.47M
|
+30,484
|
+80%
|
|
|
7
|
CPWM LLC
Seattle,
Washington
|
$2.39M
|
+$3.14M
|
+65,198
|
New
|
|
|
8
|
Versant Capital Management
Phoenix,
Arizona
|
$1.35M
|
+$1.78M
|
+36,962
|
New
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$591K
|
+$778K
|
+16,146
|
New
|
|
|
10
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$349K
|
+$430K
|
+8,919
|
+1,487%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$294K
|
+$387K
|
+8,037
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$268K
|
+$352K
|
+7,303
|
New
|
|
|
13
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$202K
|
+$263K
|
+5,452
|
+7,901%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$120K
|
+$131K
|
+2,715
|
+485%
|
|
|
15
|
PrairieView Partners
St. Paul,
Minnesota
|
$19K
|
+$24.4K
|
+507
|
New
|
|
|
16
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$369K
|
-6,657
|
Closed
|
|
