|
1
|
American Century Companies
Kansas City,
Missouri
|
$17.3M
|
+$3.27M
|
+50,101
|
+22%
|
|
|
2
|
Tortoise Investment Management
White Plains,
New York
|
$11.5M
|
+$10.9M
|
+167,691
|
+1,288%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
$8.67M
|
+$1.91M
|
+29,303
|
+27%
|
|
|
4
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$7.06M
|
+$1.25M
|
+19,118
|
+21%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$5.97M
|
+$6.14M
|
+94,119
|
New
|
|
|
6
|
|
$3.17M
|
+$2.99M
|
+45,858
|
+1,107%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.76M
|
+$1.02M
|
+15,635
|
+130%
|
|
|
8
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.68M
|
+$3.46K
|
+53
|
+0.2%
|
|
|
9
|
Vista Capital Partners
Portland,
Oregon
|
$1.27M
|
-$188K
|
-2,876
|
-13%
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.16M
|
+$1.2M
|
+18,349
|
New
|
|
|
11
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.1M
|
+$257K
|
+3,932
|
+29%
|
|
|
12
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$1.1M
|
+$396K
|
+6,063
|
+54%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.01M
|
-$162K
|
-2,489
|
-14%
|
|
|
14
|
CAP Partners LLC
Franklin,
Tennessee
|
$914K
|
+$41.4K
|
+635
|
+5%
|
|
|
15
|
Three Arch Wealth Management
Irvine,
California
|
$745K
|
-$34.5K
|
-529
|
-4%
|
|
|
16
|
Cloud Capital Management
Seattle,
Washington
|
$691K
|
+$203K
|
+3,117
|
+40%
|
|
|
17
|
ERn Financial LLC
Middleton,
Wisconsin
|
$593K
|
-$54.7K
|
-838
|
-8%
|
|
|
18
|
LAM Group
Lake Oswego,
Oregon
|
$589K
|
+$29K
|
+445
|
+5%
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$416K
|
+$135K
|
+2,075
|
+50%
|
|
|
20
|
B&D White Capital Company
Lakeway,
Texas
|
$347K
|
+$34.7K
|
+531
|
+11%
|
|
|
21
|
Summit Portfolio Management
Las Vegas,
Nevada
|
$345K
|
+$355K
|
+5,436
|
New
|
|
|
22
|
Kane Co Wealth Management
Johnston,
Iowa
|
$340K
|
+$350K
|
+5,366
|
New
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
$331K
|
–
|
–
|
–
|
|
|
24
|
Mills Wealth Advisors
Southlake,
Texas
|
$258K
|
-$736K
|
-11,270
|
-73%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$206K
|
+$65
|
+1
|
+0%
|
|
