|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$132M
|
+$7.58M
|
+111,490
|
+6%
|
|
|
2
|
Pure Financial Advisors
San Diego,
California
|
$79.9M
|
+$2M
|
+29,416
|
+3%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$51M
|
-$36.9M
|
-542,854
|
-43%
|
|
|
4
|
Symmetry Partners
Glastonbury,
Connecticut
|
$34M
|
–
|
–
|
–
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$29.5M
|
+$1.65M
|
+24,226
|
+6%
|
|
|
6
|
Versant Capital Management
Phoenix,
Arizona
|
$23M
|
-$213K
|
-3,132
|
-0.9%
|
|
|
7
|
Waypoint Wealth Partners
Mill Valley,
California
|
$21.7M
|
+$2.9M
|
+42,646
|
+16%
|
|
|
8
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$17.3M
|
+$557K
|
+8,189
|
+3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$13.2M
|
+$2.67M
|
+39,303
|
+26%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$11.5M
|
+$1.25M
|
+18,387
|
+12%
|
|
|
11
|
Soundmark Wealth Management
Kirkland,
Washington
|
$10.2M
|
+$263K
|
+3,875
|
+3%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$9.57M
|
+$3.02M
|
+44,423
|
+48%
|
|
|
13
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.95M
|
+$3.42M
|
+50,257
|
+64%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.75M
|
+$1.08M
|
+15,956
|
+20%
|
|
|
15
|
CPWM LLC
Seattle,
Washington
|
$6.62M
|
+$1.1M
|
+16,117
|
+20%
|
|
|
16
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$5.43M
|
+$5.31M
|
+78,133
|
New
|
|
|
17
|
|
$4.31M
|
+$2.03M
|
+29,847
|
+93%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$3.48M
|
+$3.4M
|
+50,021
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$3.22M
|
+$337K
|
+4,953
|
+12%
|
|
|
20
|
6 Meridian
Wichita,
Kansas
|
$3.08M
|
+$106K
|
+1,557
|
+4%
|
|
|
21
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.95M
|
+$2.89M
|
+42,435
|
New
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.81M
|
+$17.4K
|
+256
|
+0.6%
|
|
|
23
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.73M
|
+$741K
|
+10,894
|
+39%
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.67M
|
+$2.61M
|
+38,418
|
New
|
|
|
25
|
Prosperity Planning
Kansas City,
Missouri
|
$2.57M
|
+$246K
|
+3,624
|
+11%
|
|
