|
1
|
American Century Companies
Kansas City,
Missouri
|
$152M
|
–
|
–
|
–
|
|
|
2
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$98M
|
+$88.1M
|
+1,497,536
|
New
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$25.2M
|
+$495K
|
+8,422
|
+2%
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$25M
|
+$906K
|
+15,397
|
+4%
|
|
|
5
|
Waypoint Wealth Partners
Mill Valley,
California
|
$24.8M
|
+$23.2M
|
+394,386
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.78M
|
+$201K
|
+3,421
|
+3%
|
|
|
7
|
Sage Rhino Capital
Menlo Park,
California
|
$6.96M
|
+$45.9K
|
+781
|
+0.7%
|
|
|
8
|
Adero Partners
Pleasanton,
California
|
$6.88M
|
+$5.83M
|
+99,151
|
+988%
|
|
|
9
|
Oakwood Capital Management
Los Angeles,
California
|
$6.49M
|
+$6.06M
|
+103,085
|
New
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$6.28M
|
+$1.16M
|
+19,714
|
+25%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$5.72M
|
+$1.48M
|
+25,177
|
+38%
|
|
|
12
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.06M
|
-$143K
|
-2,435
|
-3%
|
|
|
13
|
Versant Capital Management
Phoenix,
Arizona
|
$3.06M
|
+$101K
|
+1,709
|
+4%
|
|
|
14
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$2.55M
|
+$2.38M
|
+40,500
|
New
|
|
|
15
|
Magnus Financial Group
New York
|
$2.29M
|
+$92.4K
|
+1,571
|
+5%
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$1.5M
|
+$159K
|
+2,710
|
+13%
|
|
|
17
|
TRUADVICE
Sarasota,
Florida
|
$1.46M
|
+$557K
|
+9,477
|
+71%
|
|
|
18
|
Paracle Advisors
Mercer Island,
Washington
|
$1.26M
|
–
|
–
|
–
|
|
|
19
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.23M
|
+$1.15M
|
+19,499
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$830K
|
-$1.79M
|
-30,496
|
-70%
|
|
|
21
|
Abacus Planning Group
Columbia,
South Carolina
|
$737K
|
+$689K
|
+11,706
|
New
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$549K
|
+$86.5K
|
+1,470
|
+21%
|
|
|
23
|
Prosperity Planning
Kansas City,
Missouri
|
$484K
|
+$452K
|
+7,678
|
New
|
|
|
24
|
Raymond James Trust
St. Petersburg,
Florida
|
$335K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$264K
|
+$72.5K
|
+1,233
|
+42%
|
|
