|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$119M
|
+$8.07M
|
+145,688
|
+7%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$70.6M
|
-$2.73M
|
-49,249
|
-4%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
$69.1M
|
+$3.63M
|
+65,546
|
+5%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$36.1M
|
+$38.5M
|
+694,372
|
New
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$31.5M
|
+$2.65M
|
+47,872
|
+9%
|
|
|
6
|
Symmetry Partners
Glastonbury,
Connecticut
|
$28.6M
|
+$867K
|
+15,645
|
+3%
|
|
|
7
|
Larson Financial Group
St Louis,
Missouri
|
$20.6M
|
+$1.98M
|
+35,793
|
+10%
|
|
|
8
|
Waypoint Wealth Partners
Mill Valley,
California
|
$19.2M
|
+$698K
|
+12,600
|
+4%
|
|
|
9
|
Versant Capital Management
Phoenix,
Arizona
|
$17.6M
|
+$208K
|
+3,755
|
+1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$17M
|
+$3.44M
|
+62,064
|
+24%
|
|
|
11
|
Congress Wealth Management
Boston,
Massachusetts
|
$16.2M
|
+$197K
|
+3,553
|
+1%
|
|
|
12
|
Truepoint Inc
Cincinnati,
Ohio
|
$16.1M
|
-$6.29M
|
-113,509
|
-27%
|
|
|
13
|
Adero Partners
Pleasanton,
California
|
$15.8M
|
+$3.66M
|
+66,134
|
+27%
|
|
|
14
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$14.8M
|
+$921K
|
+16,635
|
+6%
|
|
|
15
|
PrairieView Partners
St. Paul,
Minnesota
|
$12.5M
|
+$1.55M
|
+28,035
|
+13%
|
|
|
16
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$12.2M
|
+$7.54M
|
+136,163
|
+139%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$11.8M
|
-$5.14M
|
-92,824
|
-29%
|
|
|
18
|
Quantum Financial Advisors
El Segundo,
California
|
$11.6M
|
+$12.2M
|
+219,764
|
New
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.1M
|
+$9.05M
|
+163,426
|
+324%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$10.7M
|
+$11.4M
|
+204,969
|
New
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$9.69M
|
+$7.25M
|
+130,915
|
+236%
|
|
|
22
|
|
$9.48M
|
+$8.66M
|
+156,392
|
+605%
|
|
|
23
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$9.16M
|
+$9.75M
|
+176,083
|
New
|
|
|
24
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$8.65M
|
+$2.43M
|
+43,786
|
+36%
|
|
|
25
|
CPWM LLC
Seattle,
Washington
|
$8.63M
|
+$1.85M
|
+33,361
|
+25%
|
|
