|
1
|
American Century Companies
Kansas City,
Missouri
|
$71.2M
|
+$2M
|
+45,283
|
+3%
|
|
|
2
|
Symmetry Partners
Glastonbury,
Connecticut
|
$28.1M
|
+$26.3M
|
+594,712
|
New
|
|
|
3
|
Versant Capital Management
Phoenix,
Arizona
|
$15.5M
|
-$1.43M
|
-32,307
|
-9%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$15.4M
|
+$14.4M
|
+326,252
|
New
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.8M
|
+$254K
|
+5,736
|
+8%
|
|
|
6
|
Shone Asset Management
Walnut Creek,
California
|
$1.94M
|
+$248K
|
+5,598
|
+17%
|
|
|
7
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.88M
|
+$158K
|
+3,579
|
+10%
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$1.78M
|
-$488K
|
-11,022
|
-23%
|
|
|
9
|
|
$1.42M
|
-$4.99M
|
-112,777
|
-79%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$1.25M
|
-$6.68M
|
-150,829
|
-85%
|
|
|
11
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$697K
|
+$280K
|
+6,319
|
+75%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$672K
|
+$138K
|
+3,116
|
+28%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$457K
|
+$194K
|
+4,381
|
+83%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$253K
|
+$237K
|
+5,354
|
New
|
|
|
15
|
Tarbox Family Office
Newport Beach,
California
|
$240K
|
+$225K
|
+5,079
|
New
|
|
|
16
|
Sage Rhino Capital
Menlo Park,
California
|
$222K
|
+$208K
|
+4,700
|
New
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$173K
|
–
|
–
|
–
|
|
|
18
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$109K
|
+$4.43K
|
+100
|
+5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44K
|
-$82.8K
|
-1,872
|
-67%
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.55M
|
-39,147
|
Closed
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$764K
|
-19,246
|
Closed
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$546K
|
-13,743
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$32K
|
-803
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$44
|
+1
|
New
|
|
