|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$15.2M
|
+$428K
|
+8,925
|
+3%
|
|
|
2
|
FAS Wealth Partners
Leawood,
Kansas
|
$11.1M
|
+$4.76M
|
+99,260
|
+75%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$7.94M
|
+$3.34M
|
+69,691
|
+73%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.69M
|
-$191K
|
-3,981
|
-3%
|
|
|
5
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.98M
|
+$480K
|
+10,012
|
+9%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.81M
|
+$847K
|
+17,675
|
+17%
|
|
|
7
|
|
$5.36M
|
-$2.62M
|
-54,637
|
-33%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.74M
|
+$249K
|
+5,196
|
+6%
|
|
|
9
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.53M
|
+$3.69K
|
+77
|
+0.1%
|
|
|
10
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.46M
|
+$4.43M
|
+92,477
|
New
|
|
|
11
|
Venturi Wealth Management
Austin,
Texas
|
$4.33M
|
+$370K
|
+7,729
|
+9%
|
|
|
12
|
PrairieView Partners
St. Paul,
Minnesota
|
$4.13M
|
+$128K
|
+2,673
|
+3%
|
|
|
13
|
Northland Capital Management
Virginia,
Minnesota
|
$3.97M
|
-$2.63K
|
-55
|
-0.1%
|
|
|
14
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$3.89M
|
+$1.1M
|
+22,948
|
+40%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.61M
|
+$13.1K
|
+274
|
+0.4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$3.12M
|
+$3.1M
|
+64,668
|
New
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$2.64M
|
+$180K
|
+3,760
|
+7%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.24M
|
–
|
–
|
–
|
|
|
19
|
Collective Family Office
York,
Pennsylvania
|
$2.21M
|
+$13.5K
|
+281
|
+0.6%
|
|
|
20
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$2.01M
|
+$61K
|
+1,274
|
+3%
|
|
|
21
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.96M
|
+$63.7K
|
+1,329
|
+3%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$1.87M
|
+$261K
|
+5,451
|
+16%
|
|
|
23
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.81M
|
-$234K
|
-4,892
|
-12%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$1.8M
|
+$576K
|
+12,014
|
+47%
|
|
|
25
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.41M
|
+$193K
|
+4,023
|
+16%
|
|
