|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$108M
|
+$99M
|
+1,744,847
|
New
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$87.7M
|
-$3.32M
|
-58,581
|
-4%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$32.5M
|
-$1.55M
|
-27,354
|
-5%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$23.4M
|
+$1.87M
|
+32,968
|
+10%
|
|
|
5
|
Versant Capital Management
Phoenix,
Arizona
|
$20.1M
|
+$263K
|
+4,642
|
+1%
|
|
|
6
|
Waypoint Wealth Partners
Mill Valley,
California
|
$17M
|
+$15.6M
|
+274,597
|
New
|
|
|
7
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$16.4M
|
+$14.1M
|
+248,091
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$8.87M
|
+$1.18M
|
+20,836
|
+17%
|
|
|
9
|
Soundmark Wealth Management
Kirkland,
Washington
|
$7.66M
|
+$7.04M
|
+124,055
|
New
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$5.01M
|
+$44.4K
|
+782
|
+1%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$4.63M
|
+$4.23M
|
+74,647
|
+27,958%
|
|
|
12
|
CPWM LLC
Seattle,
Washington
|
$3.72M
|
+$809K
|
+14,253
|
+31%
|
|
|
13
|
Shone Asset Management
Walnut Creek,
California
|
$2.74M
|
+$148K
|
+2,613
|
+6%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.48M
|
+$23.8K
|
+419
|
+1%
|
|
|
15
|
Adero Partners
Pleasanton,
California
|
$2.22M
|
+$2.04M
|
+35,978
|
New
|
|
|
16
|
|
$2.13M
|
+$1.6M
|
+28,156
|
+449%
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
$2M
|
+$1.87K
|
+33
|
+0.1%
|
|
|
18
|
Prosperity Planning
Kansas City,
Missouri
|
$1.89M
|
+$1.73M
|
+30,574
|
New
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$1.31M
|
-$198K
|
-3,492
|
-14%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$282K
|
+4,971
|
+31%
|
|
|
21
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.09M
|
+$1.01M
|
+17,731
|
New
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.04M
|
+$63.6K
|
+1,122
|
+7%
|
|
|
23
|
Cornerstone Management
Duluth,
Georgia
|
$620K
|
+$264K
|
+4,655
|
+87%
|
|
|
24
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$609K
|
+$559K
|
+9,856
|
New
|
|
|
25
|
Sage Rhino Capital
Menlo Park,
California
|
$549K
|
+$118K
|
+2,074
|
+30%
|
|
