|
1
|
American Century Companies
Kansas City,
Missouri
|
$25.8M
|
+$15.9M
|
+350,782
|
+74%
|
|
|
2
|
Sage Rhino Capital
Menlo Park,
California
|
$4.18M
|
+$6.07M
|
+134,213
|
New
|
|
|
3
|
Shone Asset Management
Walnut Creek,
California
|
$3.96M
|
+$4.93M
|
+109,148
|
New
|
|
|
4
|
CPWM LLC
Seattle,
Washington
|
$3.9M
|
+$5.66M
|
+125,205
|
New
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.87M
|
+$1.79M
|
+39,540
|
+47%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$2.41M
|
+$3.5M
|
+77,368
|
New
|
|
|
7
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.35M
|
+$3.4M
|
+75,326
|
New
|
|
|
8
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.94M
|
+$2.81M
|
+62,149
|
New
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.46M
|
+$2.12M
|
+46,998
|
New
|
|
|
10
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.19M
|
-$9.9K
|
-219
|
-0.6%
|
|
|
11
|
Versant Capital Management
Phoenix,
Arizona
|
$816K
|
+$1.18M
|
+26,212
|
New
|
|
|
12
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$629K
|
+$882K
|
+19,509
|
+2,791%
|
|
|
13
|
SG Americas Securities
New York
|
$623K
|
–
|
–
|
–
|
|
|
14
|
Wealth Architects
Mountain View,
California
|
$552K
|
+$801K
|
+17,718
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$474K
|
+$688K
|
+15,232
|
New
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$454K
|
+$658K
|
+14,570
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$203K
|
+$296K
|
+6,549
|
New
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$85K
|
-$184K
|
-4,062
|
-60%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56K
|
+$80.8K
|
+1,788
|
New
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$31K
|
+$45.4K
|
+1,005
|
New
|
|
|
21
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$29K
|
+$41.4K
|
+916
|
New
|
|
|
22
|
West Paces Advisors
Atlanta,
Georgia
|
$9.34K
|
–
|
–
|
–
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1K
|
+$1.04K
|
+23
|
New
|
|
|
24
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$355K
|
-6,540
|
Closed
|
|
|
25
|
Global Trust Asset Management
West Palm Beach,
Florida
|
–
|
-$65K
|
-1,200
|
Closed
|
|
