|
1
|
Unison Advisors
Washington,
District of Columbia
|
$171M
|
+$1.48M
|
+19,626
|
+0.9%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$78.5M
|
+$1.44M
|
+19,040
|
+2%
|
|
|
3
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$70.6M
|
+$70.1M
|
+928,440
|
New
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$59.2M
|
+$55.2M
|
+730,995
|
+1,531%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$49.9M
|
+$15.7M
|
+208,444
|
+47%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$46.4M
|
+$10.6M
|
+140,368
|
+30%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$33.1M
|
+$29.2M
|
+385,926
|
+778%
|
|
|
8
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$21.6M
|
+$740K
|
+9,789
|
+4%
|
|
|
9
|
PrairieView Partners
St. Paul,
Minnesota
|
$20.5M
|
-$566K
|
-7,487
|
-3%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$17.1M
|
+$12.6M
|
+167,105
|
+291%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$16.6M
|
+$967K
|
+12,794
|
+6%
|
|
|
12
|
Soundmark Wealth Management
Kirkland,
Washington
|
$16.5M
|
-$711K
|
-9,405
|
-4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$5.56M
|
+73,583
|
+74%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$13M
|
+$431K
|
+5,701
|
+3%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$12.9M
|
+$1.49M
|
+19,686
|
+13%
|
|
|
16
|
TruWealth Advisors
Metairie,
Louisiana
|
$12.7M
|
+$12.6M
|
+167,051
|
New
|
|
|
17
|
B&D White Capital Company
Lakeway,
Texas
|
$11.4M
|
+$8.53M
|
+112,907
|
+304%
|
|
|
18
|
Sage Rhino Capital
Menlo Park,
California
|
$10.7M
|
+$101K
|
+1,335
|
+1%
|
|
|
19
|
Aprio Wealth Management
Atlanta,
Georgia
|
$10.6M
|
+$10.5M
|
+139,385
|
New
|
|
|
20
|
Carlson Capital Management
Northfield,
Minnesota
|
$10.5M
|
+$3.31M
|
+43,790
|
+46%
|
|
|
21
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$8.92M
|
+$1.05M
|
+13,849
|
+13%
|
|
|
22
|
SNS Financial Group
Minneapolis,
Minnesota
|
$8.4M
|
+$994K
|
+13,154
|
+14%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.15M
|
+$1.34M
|
+17,695
|
+23%
|
|
|
24
|
Oakwood Capital Management
Los Angeles,
California
|
$6.82M
|
-$216K
|
-2,859
|
-3%
|
|
|
25
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.5M
|
+$5.47M
|
+72,346
|
New
|
|
