|
1
|
American Century Companies
Kansas City,
Missouri
|
$153M
|
-$13.9M
|
-207,560
|
-9%
|
|
|
2
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$105M
|
+$1.12M
|
+16,706
|
+1%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$31M
|
+$2.68M
|
+40,020
|
+10%
|
|
|
4
|
Plancorp LLC
Saint Louis,
Missouri
|
$27.8M
|
+$48.6K
|
+726
|
+0.2%
|
|
|
5
|
Waypoint Wealth Partners
Mill Valley,
California
|
$26.9M
|
-$438K
|
-6,546
|
-2%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$19.8M
|
+$11.8M
|
+175,998
|
+161%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
+$472K
|
+7,059
|
+5%
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$9.21M
|
+$2.22M
|
+33,222
|
+33%
|
|
|
9
|
Sage Rhino Capital
Menlo Park,
California
|
$7.76M
|
+$90.4K
|
+1,351
|
+1%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$7.28M
|
+$956K
|
+14,281
|
+16%
|
|
|
11
|
Oakwood Capital Management
Los Angeles,
California
|
$7.08M
|
-$63.6K
|
-950
|
-0.9%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$6.59M
|
+$6.36M
|
+95,004
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$5.11M
|
+$4.05M
|
+60,502
|
+459%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.5M
|
+$4.34M
|
+64,826
|
New
|
|
|
15
|
Versant Capital Management
Phoenix,
Arizona
|
$3.62M
|
+$236K
|
+3,522
|
+7%
|
|
|
16
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$2.81M
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.67M
|
+$2.58M
|
+38,523
|
New
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$2.62M
|
+$2.53M
|
+37,752
|
New
|
|
|
19
|
TRUADVICE
Sarasota,
Florida
|
$2.54M
|
+$794K
|
+11,862
|
+52%
|
|
|
20
|
Paracle Advisors
Mercer Island,
Washington
|
$2.08M
|
+$669K
|
+10,000
|
+50%
|
|
|
21
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.79M
|
+$418K
|
+6,245
|
+32%
|
|
|
22
|
Magnus Financial Group
New York
|
$1.76M
|
-$728K
|
-10,886
|
-30%
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$1.7M
|
+$48.8K
|
+729
|
+3%
|
|
|
24
|
Applied Capital
Little Rock,
Arkansas
|
$1.49M
|
+$1.44M
|
+21,477
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.16M
|
+$1.11M
|
+16,650
|
New
|
|
