|
1
|
Unison Advisors
Washington,
District of Columbia
|
$41.8M
|
+$39.4M
|
+940,985
|
New
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$18.7M
|
-$67.8K
|
-1,619
|
-0.4%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.4M
|
+$10.8M
|
+257,583
|
New
|
|
|
4
|
Plancorp LLC
Saint Louis,
Missouri
|
$7.38M
|
+$1.31M
|
+31,249
|
+23%
|
|
|
5
|
Managed Account Services
Coconut Grove,
Florida
|
$5.14M
|
+$227K
|
+5,430
|
+5%
|
|
|
6
|
CPWM LLC
Seattle,
Washington
|
$3.78M
|
+$830K
|
+19,829
|
+30%
|
|
|
7
|
Continuum Advisory
Eagle,
Idaho
|
$3.05M
|
+$2.88M
|
+68,761
|
New
|
|
|
8
|
SG Americas Securities
New York
|
$3.05M
|
–
|
–
|
–
|
|
|
9
|
Versant Capital Management
Phoenix,
Arizona
|
$2.2M
|
+$523K
|
+12,493
|
+34%
|
|
|
10
|
Truepoint Inc
Cincinnati,
Ohio
|
$722K
|
+$4.56K
|
+109
|
+0.7%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$511K
|
+$481K
|
+11,490
|
New
|
|
|
12
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$423K
|
–
|
–
|
–
|
|
|
13
|
Merriman Wealth Management
Seattle,
Washington
|
$404K
|
+$44.1K
|
+1,053
|
+13%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$404K
|
+$78K
|
+1,864
|
+26%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$301K
|
+$283K
|
+6,766
|
New
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$250K
|
+$4.77K
|
+114
|
+2%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$220K
|
+$197K
|
+4,707
|
New
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$170K
|
+$22.8K
|
+545
|
+17%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$145K
|
+$137K
|
+3,265
|
New
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$23K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
+$8.33K
|
+199
|
New
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
+$2.01K
|
+48
|
New
|
|
|
23
|
|
–
|
-$4.49M
|
-122,610
|
Closed
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.16M
|
-86,449
|
Closed
|
|
|
25
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
+$377
|
+9
|
New
|
|
