|
1
|
Unison Advisors
Washington,
District of Columbia
|
$127M
|
+$477K
|
+9,313
|
+0.4%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$56.1M
|
+$3.06M
|
+59,722
|
+6%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$34.7M
|
-$1.48M
|
-28,922
|
-5%
|
|
|
4
|
PrairieView Partners
St. Paul,
Minnesota
|
$16.7M
|
+$15M
|
+293,594
|
+29,213%
|
|
|
5
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$14.3M
|
+$4.19M
|
+81,910
|
+48%
|
|
|
6
|
Soundmark Wealth Management
Kirkland,
Washington
|
$12.7M
|
+$11.5M
|
+223,918
|
New
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$12.4M
|
+$11.1M
|
+217,494
|
New
|
|
|
8
|
CPWM LLC
Seattle,
Washington
|
$11.5M
|
+$888K
|
+17,343
|
+9%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$9.45M
|
+$578K
|
+11,281
|
+7%
|
|
|
10
|
Shone Asset Management
Walnut Creek,
California
|
$9.45M
|
+$333K
|
+6,502
|
+4%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$9.36M
|
+$94.7K
|
+1,849
|
+1%
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$9.29M
|
+$477K
|
+9,313
|
+6%
|
|
|
13
|
Sage Rhino Capital
Menlo Park,
California
|
$8.97M
|
+$59.9K
|
+1,170
|
+0.7%
|
|
|
14
|
Oakwood Capital Management
Los Angeles,
California
|
$5.4M
|
-$539K
|
-10,520
|
-10%
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.38M
|
+$289K
|
+5,653
|
+6%
|
|
|
16
|
Synergy Asset Management
Vancouver,
Washington
|
$4.86M
|
+$4.37M
|
+85,443
|
New
|
|
|
17
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.65M
|
+$3.78M
|
+73,822
|
New
|
|
|
18
|
Carlson Capital Management
Northfield,
Minnesota
|
$3.88M
|
+$3.26M
|
+63,751
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.85M
|
+$1.18M
|
+23,047
|
+51%
|
|
|
20
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.42M
|
+$1.28M
|
+24,972
|
+71%
|
|
|
21
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.86M
|
-$553K
|
-10,801
|
-18%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.75M
|
+$1.88M
|
+36,763
|
+316%
|
|
|
23
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.7M
|
+$12.3K
|
+240
|
+0.5%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.88M
|
+$346K
|
+6,750
|
+26%
|
|
|
25
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.74M
|
+$1.57M
|
+30,582
|
New
|
|
