|
1
|
American Century Companies
Kansas City,
Missouri
|
$58M
|
+$2.61M
|
+52,478
|
+4%
|
|
|
2
|
Versant Capital Management
Phoenix,
Arizona
|
$14.3M
|
+$17.8M
|
+359,431
|
New
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$7.04M
|
+$8.79M
|
+177,155
|
New
|
|
|
4
|
|
$5.67M
|
+$6.08M
|
+122,540
|
+608%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.96M
|
–
|
–
|
–
|
|
|
6
|
CPWM LLC
Seattle,
Washington
|
$1.93M
|
+$2.42M
|
+48,664
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.55M
|
-$2.76M
|
-55,639
|
-59%
|
|
|
8
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.43M
|
+$1.79M
|
+36,072
|
New
|
|
|
9
|
Shone Asset Management
Walnut Creek,
California
|
$1.41M
|
+$1.62M
|
+32,694
|
New
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$764K
|
+$240K
|
+4,839
|
+34%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$546K
|
+$682K
|
+13,743
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$440K
|
+$547K
|
+11,027
|
New
|
|
|
13
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$335K
|
+$418K
|
+8,423
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$209K
|
+$262K
|
+5,287
|
New
|
|
|
15
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$146K
|
+$182K
|
+3,664
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$111K
|
+$139K
|
+2,805
|
New
|
|
|
17
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$88K
|
+$110K
|
+2,211
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$32K
|
+$39.9K
|
+803
|
New
|
|
|
19
|
PrairieView Partners
St. Paul,
Minnesota
|
$7K
|
+$8.29K
|
+167
|
New
|
|
