|
1
|
American Century Companies
Kansas City,
Missouri
|
$121M
|
-$3.35M
|
-71,578
|
-3%
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$19.3M
|
+$1.06M
|
+22,687
|
+6%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$19.2M
|
-$6.23M
|
-132,981
|
-26%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.94M
|
+$3.48M
|
+74,329
|
+167%
|
|
|
5
|
Sage Rhino Capital
Menlo Park,
California
|
$5.26M
|
+$4.94M
|
+105,389
|
New
|
|
|
6
|
Golden State Wealth Management
Santa Ana,
California
|
$3.31M
|
+$3.1M
|
+66,228
|
New
|
|
|
7
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$3.31M
|
+$3.1M
|
+66,228
|
New
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$3.3M
|
+$560K
|
+11,951
|
+22%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$2.72M
|
+$366K
|
+7,806
|
+17%
|
|
|
10
|
Versant Capital Management
Phoenix,
Arizona
|
$2.58M
|
-$173K
|
-3,682
|
-7%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.46M
|
+$2.31M
|
+49,309
|
New
|
|
|
12
|
Magnus Financial Group
New York
|
$1.76M
|
-$700K
|
-14,933
|
-30%
|
|
|
13
|
SG Americas Securities
New York
|
$865K
|
–
|
–
|
–
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$713K
|
+$96.2K
|
+2,052
|
+17%
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$328K
|
+$24.7K
|
+527
|
+9%
|
|
|
16
|
Adero Partners
Pleasanton,
California
|
$286K
|
+$268K
|
+5,727
|
New
|
|
|
17
|
Vivid Financial Management
Orcutt,
California
|
$271K
|
+$254K
|
+5,420
|
New
|
|
|
18
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$261K
|
+$245K
|
+5,233
|
New
|
|
|
19
|
Raymond James Trust
St. Petersburg,
Florida
|
$204K
|
+$191K
|
+4,075
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$192K
|
+$180K
|
+3,850
|
New
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$104K
|
+$17.6K
|
+376
|
+22%
|
|
|
22
|
PrairieView Partners
St. Paul,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.11M
|
-27,234
|
Closed
|
|
|
24
|
Merriman Wealth Management
Seattle,
Washington
|
–
|
-$209K
|
-5,119
|
Closed
|
|
