|
1
|
Mason Investment Advisory Services
Reston,
Virginia
|
$173M
|
+$173M
|
+2,174,571
|
New
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
$165M
|
+$5.5M
|
+69,046
|
+3%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$107M
|
+$6.76M
|
+84,848
|
+7%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$98.2M
|
+$24.4M
|
+306,128
|
+33%
|
|
|
5
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$83.9M
|
+$5.19M
|
+65,160
|
+7%
|
|
|
6
|
Unison Advisors
Washington,
District of Columbia
|
$71.6M
|
-$40M
|
-502,589
|
-36%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$47.9M
|
+$47.9M
|
+601,125
|
New
|
|
|
8
|
American Century Companies
Kansas City,
Missouri
|
$46.2M
|
-$3.84M
|
-48,207
|
-8%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$40.9M
|
+$2.69M
|
+33,820
|
+7%
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
$39.6M
|
+$38.2M
|
+480,174
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$9.86M
|
+123,826
|
+59%
|
|
|
12
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$22.8M
|
+$14.5K
|
+182
|
+0.1%
|
|
|
13
|
PrairieView Partners
St. Paul,
Minnesota
|
$22.7M
|
+$665K
|
+8,347
|
+3%
|
|
|
14
|
Carlson Capital Management
Northfield,
Minnesota
|
$21.9M
|
+$8.9M
|
+111,801
|
+68%
|
|
|
15
|
Eaton Vance Management
Boston,
Massachusetts
|
$21.2M
|
+$14.9M
|
+186,569
|
+235%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$19M
|
+$11.8M
|
+148,076
|
+165%
|
|
|
17
|
CPWM LLC
Seattle,
Washington
|
$17.7M
|
–
|
–
|
–
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$16.5M
|
+$1.03M
|
+12,976
|
+7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
+$4.02M
|
+50,491
|
+34%
|
|
|
20
|
TruWealth Advisors
Metairie,
Louisiana
|
$15.5M
|
+$732K
|
+9,198
|
+5%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$14.7M
|
+$14.7M
|
+184,436
|
New
|
|
|
22
|
B&D White Capital Company
Lakeway,
Texas
|
$14.5M
|
+$1.08M
|
+13,567
|
+8%
|
|
|
23
|
Plancorp LLC
Saint Louis,
Missouri
|
$14.1M
|
+$457K
|
+5,735
|
+3%
|
|
|
24
|
Aprio Wealth Management
Atlanta,
Georgia
|
$13.3M
|
+$611K
|
+7,678
|
+5%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$13M
|
-$4.47M
|
-56,077
|
-26%
|
|
