|
1
|
American Century Companies
Kansas City,
Missouri
|
$130M
|
-$576K
|
-10,782
|
-0.4%
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$21.2M
|
+$223K
|
+4,174
|
+1%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$21M
|
+$235K
|
+4,397
|
+1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.35M
|
+$915K
|
+17,133
|
+14%
|
|
|
5
|
Sage Rhino Capital
Menlo Park,
California
|
$5.93M
|
+$230K
|
+4,306
|
+4%
|
|
|
6
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$4.48M
|
+$884K
|
+16,552
|
+25%
|
|
|
7
|
CPWM LLC
Seattle,
Washington
|
$4.32M
|
+$740K
|
+13,840
|
+21%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$3.54M
|
+$595K
|
+11,128
|
+20%
|
|
|
9
|
Versant Capital Management
Phoenix,
Arizona
|
$2.54M
|
-$255K
|
-4,768
|
-9%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.36M
|
-$301K
|
-5,640
|
-11%
|
|
|
11
|
Magnus Financial Group
New York
|
$1.88M
|
-$27.3K
|
-510
|
-1%
|
|
|
12
|
Perigon Wealth Management
San Francisco,
California
|
$1.14M
|
+$363K
|
+6,791
|
+48%
|
|
|
13
|
Paracle Advisors
Mercer Island,
Washington
|
$1.08M
|
+$1.07M
|
+20,000
|
New
|
|
|
14
|
TRUADVICE
Sarasota,
Florida
|
$746K
|
+$716K
|
+13,397
|
New
|
|
|
15
|
|
$579K
|
+$572K
|
+10,710
|
New
|
|
|
16
|
Adero Partners
Pleasanton,
California
|
$542K
|
+$230K
|
+4,304
|
+75%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$380K
|
+$30.5K
|
+571
|
+9%
|
|
|
18
|
Raymond James Trust
St. Petersburg,
Florida
|
$288K
|
+$66.6K
|
+1,247
|
+31%
|
|
|
19
|
Personal Capital Advisors
Redwood City,
California
|
$220K
|
+$217K
|
+4,059
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$208K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$160K
|
+$158K
|
+2,950
|
New
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$113K
|
–
|
–
|
–
|
|
|
23
|
PrairieView Partners
St. Paul,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
+$2.94K
|
+55
|
New
|
|
|
25
|
SG Americas Securities
New York
|
–
|
-$865K
|
-17,322
|
Closed
|
|
