|
1
|
Unison Advisors
Washington,
District of Columbia
|
$66.7M
|
+$61.2M
|
+1,646,480
|
New
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$37M
|
+$33.4M
|
+899,654
|
+6,175%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$26.7M
|
-$6.28M
|
-169,140
|
-20%
|
|
|
4
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.59M
|
+$1.42M
|
+38,343
|
+31%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$6.52M
|
+$3.11M
|
+83,604
|
+108%
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.4M
|
+$3.07M
|
+82,711
|
+110%
|
|
|
7
|
Shone Asset Management
Walnut Creek,
California
|
$6.3M
|
+$1.46M
|
+39,215
|
+36%
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$6.18M
|
+$1.02M
|
+27,426
|
+22%
|
|
|
9
|
Sage Rhino Capital
Menlo Park,
California
|
$6.07M
|
+$576K
|
+15,502
|
+12%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.61M
|
+$1.91M
|
+51,529
|
+83%
|
|
|
11
|
Oakwood Capital Management
Los Angeles,
California
|
$4.29M
|
+$3.93M
|
+105,852
|
New
|
|
|
12
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.43M
|
+$807K
|
+21,724
|
+57%
|
|
|
13
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.91M
|
+$6.02K
|
+162
|
+0.3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$1.38M
|
+37,047
|
New
|
|
|
15
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.3M
|
+$443K
|
+11,926
|
+59%
|
|
|
16
|
Versant Capital Management
Phoenix,
Arizona
|
$1.22M
|
+$141K
|
+3,791
|
+14%
|
|
|
17
|
Wealth Architects
Mountain View,
California
|
$890K
|
+$158K
|
+4,260
|
+24%
|
|
|
18
|
SG Americas Securities
New York
|
$810K
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$718K
|
+$90.1K
|
+2,425
|
+16%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$660K
|
+$362K
|
+9,749
|
+149%
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
$246K
|
+$226K
|
+6,074
|
New
|
|
|
22
|
Evensky & Katz
Coral Gables,
Florida
|
$79K
|
-$29.7K
|
-799
|
-29%
|
|
|
23
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$47K
|
+$8.77K
|
+236
|
+26%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
-$24.6K
|
-663
|
-37%
|
|
|
25
|
PrairieView Partners
St. Paul,
Minnesota
|
$41K
|
–
|
–
|
–
|
|
