|
1
|
American Century Companies
Kansas City,
Missouri
|
$17M
|
+$6.94M
|
+141,482
|
+67%
|
|
|
2
|
Atwood & Palmer
Kansas City,
Missouri
|
$16.9M
|
+$317K
|
+6,470
|
+2%
|
|
|
3
|
FAS Wealth Partners
Leawood,
Kansas
|
$12M
|
+$12.2M
|
+248,658
|
New
|
|
|
4
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$6.9M
|
+$588K
|
+11,992
|
+9%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.38M
|
-$42.2K
|
-860
|
-0.6%
|
|
|
6
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$6.03M
|
+$347K
|
+7,084
|
+6%
|
|
|
7
|
|
$6.01M
|
-$5.08M
|
-103,724
|
-45%
|
|
|
8
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.88M
|
+$92.2K
|
+1,881
|
+2%
|
|
|
9
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.87M
|
+$11.6K
|
+237
|
+0.2%
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.74M
|
-$6.67K
|
-136
|
-0.1%
|
|
|
11
|
Venturi Wealth Management
Austin,
Texas
|
$4.47M
|
+$4.55M
|
+92,913
|
New
|
|
|
12
|
NWAM LLC
Mercer Island,
Washington
|
$4.43M
|
+$183K
|
+3,735
|
+4%
|
|
|
13
|
PrairieView Partners
St. Paul,
Minnesota
|
$4.32M
|
+$94.8K
|
+1,934
|
+2%
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.93M
|
+$33.8K
|
+690
|
+0.9%
|
|
|
15
|
Northland Capital Management
Virginia,
Minnesota
|
$3.88M
|
+$25.1K
|
+513
|
+0.6%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.6M
|
-$6.72K
|
-137
|
-0.2%
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$2.81M
|
+$160K
|
+3,262
|
+6%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.28M
|
+$420K
|
+8,565
|
+22%
|
|
|
19
|
Collective Family Office
York,
Pennsylvania
|
$2.19M
|
–
|
–
|
–
|
|
|
20
|
BlackDiamond Wealth Management
New York
|
$2.11M
|
+$211K
|
+4,304
|
+10%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$2.1M
|
-$1.02M
|
-20,896
|
-32%
|
|
|
22
|
Austin Wealth Management
Austin,
Texas
|
$2.06M
|
+$2.04M
|
+41,536
|
New
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$2.05M
|
+$1.53M
|
+31,235
|
+273%
|
|
|
24
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$2M
|
+$69K
|
+1,407
|
+3%
|
|
|
25
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$1.98M
|
+$173K
|
+3,535
|
+9%
|
|
