|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$97.8M
|
-$8.29M
|
-162,851
|
-7%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$63.3M
|
+$1.08M
|
+21,122
|
+2%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
$62.9M
|
+$2.06M
|
+40,430
|
+3%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$40.2M
|
+$9.21M
|
+180,897
|
+26%
|
|
|
5
|
Foster & Motley
Cincinnati,
Ohio
|
$28.7M
|
+$931K
|
+18,288
|
+3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$27.3M
|
+$18.7M
|
+367,177
|
+162%
|
|
|
7
|
Symmetry Partners
Glastonbury,
Connecticut
|
$26M
|
+$840K
|
+16,500
|
+3%
|
|
|
8
|
Larson Financial Group
St Louis,
Missouri
|
$25.7M
|
+$8.34M
|
+163,816
|
+41%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$25M
|
+$12M
|
+235,419
|
+76%
|
|
|
10
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$24.8M
|
+$15.6M
|
+306,581
|
+131%
|
|
|
11
|
Waypoint Wealth Partners
Mill Valley,
California
|
$19M
|
+$2.27M
|
+44,628
|
+12%
|
|
|
12
|
WMS Partners
Towson,
Maryland
|
$16.3M
|
+$13.4M
|
+262,891
|
+288%
|
|
|
13
|
Versant Capital Management
Phoenix,
Arizona
|
$16.3M
|
+$811K
|
+15,933
|
+5%
|
|
|
14
|
Adero Partners
Pleasanton,
California
|
$15.8M
|
+$1.91M
|
+37,442
|
+12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$15.8M
|
+$949K
|
+18,638
|
+6%
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$14.5M
|
+$237K
|
+4,647
|
+1%
|
|
|
17
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$14.2M
|
+$14M
|
+275,031
|
New
|
|
|
18
|
|
$13.6M
|
+$15.1M
|
+295,979
|
New
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.1M
|
+$2.48M
|
+48,751
|
+23%
|
|
|
20
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$11.2M
|
-$2.15M
|
-42,315
|
-15%
|
|
|
21
|
PrairieView Partners
St. Paul,
Minnesota
|
$10.7M
|
-$378K
|
-7,418
|
-3%
|
|
|
22
|
Carlson Capital Management
Northfield,
Minnesota
|
$10.5M
|
+$8.58M
|
+168,625
|
+280%
|
|
|
23
|
Quantum Financial Advisors
El Segundo,
California
|
$10.3M
|
+$188K
|
+3,697
|
+2%
|
|
|
24
|
WJ Interests
Sugar Land,
Texas
|
$10.1M
|
+$4.46M
|
+87,534
|
+66%
|
|
|
25
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$10.1M
|
+$7.63M
|
+149,800
|
+216%
|
|
