|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$127M
|
+$1.72M
|
+28,010
|
+1%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$83.4M
|
+$8.92M
|
+145,323
|
+12%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
$74.9M
|
+$3.47M
|
+56,604
|
+5%
|
|
|
4
|
Foster & Motley
Cincinnati,
Ohio
|
$33.1M
|
+$3.59M
|
+58,468
|
+12%
|
|
|
5
|
Symmetry Partners
Glastonbury,
Connecticut
|
$31.7M
|
+$879K
|
+14,323
|
+3%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$25.1M
|
+$21.6M
|
+351,593
|
+492%
|
|
|
7
|
|
$22.9M
|
+$23.7M
|
+386,874
|
New
|
|
|
8
|
Larson Financial Group
St Louis,
Missouri
|
$21.3M
|
+$2.17M
|
+35,324
|
+11%
|
|
|
9
|
Waypoint Wealth Partners
Mill Valley,
California
|
$21.2M
|
+$1.99M
|
+32,402
|
+10%
|
|
|
10
|
Versant Capital Management
Phoenix,
Arizona
|
$19.8M
|
-$151K
|
-2,458
|
-0.7%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$19M
|
-$281K
|
-4,583
|
-1%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$18.2M
|
+$18.8M
|
+306,976
|
New
|
|
|
13
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$15.9M
|
+$2.48M
|
+40,382
|
+18%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$3.77M
|
+61,488
|
+30%
|
|
|
15
|
Adero Partners
Pleasanton,
California
|
$14.8M
|
-$1.16M
|
-18,885
|
-7%
|
|
|
16
|
PrairieView Partners
St. Paul,
Minnesota
|
$12.6M
|
+$227K
|
+3,695
|
+2%
|
|
|
17
|
|
$9.07M
|
+$9.39M
|
+153,047
|
New
|
|
|
18
|
Libra Wealth
Los Gatos,
California
|
$8.01M
|
+$8.04M
|
+131,081
|
New
|
|
|
19
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.87M
|
+$4.89M
|
+79,697
|
+150%
|
|
|
20
|
CPWM LLC
Seattle,
Washington
|
$7.85M
|
+$769K
|
+12,532
|
+10%
|
|
|
21
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$7.63M
|
+$8.38M
|
+136,656
|
New
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
$7.63M
|
+$8.38M
|
+136,656
|
New
|
|
|
23
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$7.38M
|
-$8.73M
|
-142,325
|
-54%
|
|
|
24
|
High Probability Advisors
Pittsford,
New York
|
$7.35M
|
+$7.61M
|
+124,009
|
New
|
|
|
25
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$6.66M
|
+$210K
|
+3,415
|
+3%
|
|
