|
1
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$7.59M
|
+$10.1K
|
+231
|
+0.1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.48M
|
+$7.55M
|
+172,597
|
New
|
|
|
3
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.43M
|
+$6.49M
|
+148,432
|
New
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.05M
|
+$1.22M
|
+27,973
|
+25%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$5.78M
|
+$5.83M
|
+133,357
|
New
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.79M
|
+$2.83M
|
+64,717
|
+141%
|
|
|
7
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.3M
|
+$4.11M
|
+94,016
|
+1,833%
|
|
|
8
|
American Century Companies
Kansas City,
Missouri
|
$3.95M
|
+$3.98M
|
+91,121
|
New
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$1.77M
|
+$1.78M
|
+40,753
|
New
|
|
|
10
|
ML&R Wealth Management
Austin,
Texas
|
$1.51M
|
-$322K
|
-7,362
|
-17%
|
|
|
11
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.38M
|
+$722K
|
+16,521
|
+107%
|
|
|
12
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.34M
|
+$1.35M
|
+30,912
|
New
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.17M
|
+$513K
|
+11,730
|
+77%
|
|
|
14
|
Atlas Wealth
Cincinnati,
Ohio
|
$936K
|
+$944K
|
+21,583
|
New
|
|
|
15
|
Tillman Hartley LLC
Denver,
Colorado
|
$843K
|
+$851K
|
+19,452
|
New
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
$630K
|
+$361K
|
+8,257
|
+131%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$511K
|
+$516K
|
+11,794
|
New
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$295K
|
+$297K
|
+6,795
|
New
|
|
|
19
|
Level Financial Advisors
East Amherst,
New York
|
$270K
|
+$27.1K
|
+620
|
+11%
|
|
|
20
|
GEM Asset Management
Plymouth,
Michigan
|
$229K
|
+$231K
|
+5,287
|
New
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$161K
|
+$42.4K
|
+970
|
+35%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$92.9K
|
+$2.32K
|
+53
|
+3%
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
$90.1K
|
-$11K
|
-252
|
-11%
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
$42.7K
|
+$43.1K
|
+985
|
New
|
|
|
25
|
LAM Group
Lake Oswego,
Oregon
|
$2.6K
|
+$2.62K
|
+60
|
New
|
|
