|
1
|
Mason Investment Advisory Services
Reston,
Virginia
|
$181M
|
+$7.08M
|
+89,332
|
+4%
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
$171M
|
+$5.61M
|
+70,853
|
+3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$123M
|
+$24.6M
|
+311,068
|
+25%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$105M
|
-$1.98M
|
-24,986
|
-2%
|
|
|
5
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$92.6M
|
+$8.44M
|
+106,593
|
+10%
|
|
|
6
|
Unison Advisors
Washington,
District of Columbia
|
$71.6M
|
-$104K
|
-1,310
|
-0.1%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$49.4M
|
+$1.42M
|
+17,991
|
+3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.2M
|
+$37.2M
|
+469,038
|
+386%
|
|
|
9
|
American Century Companies
Kansas City,
Missouri
|
$46.3M
|
-$713
|
-9
|
-0%
|
|
|
10
|
Parcion Private Wealth
Bellevue,
Washington
|
$45.7M
|
+$7.34M
|
+92,666
|
+19%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$43M
|
+$2.07M
|
+26,195
|
+5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$42.9M
|
+$16M
|
+201,595
|
+60%
|
|
|
13
|
Carlson Capital Management
Northfield,
Minnesota
|
$32.1M
|
+$10.1M
|
+127,066
|
+46%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$25.7M
|
+$6.71M
|
+84,697
|
+36%
|
|
|
15
|
B&D White Capital Company
Lakeway,
Texas
|
$22.7M
|
+$8.09M
|
+102,115
|
+56%
|
|
|
16
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$22.6M
|
-$189K
|
-2,391
|
-0.8%
|
|
|
17
|
PrairieView Partners
St. Paul,
Minnesota
|
$22.3M
|
-$407K
|
-5,136
|
-2%
|
|
|
18
|
Eaton Vance Management
Boston,
Massachusetts
|
$21.6M
|
+$396K
|
+5,002
|
+2%
|
|
|
19
|
TruWealth Advisors
Metairie,
Louisiana
|
$20.5M
|
+$4.95M
|
+62,444
|
+32%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.6M
|
+$2.73M
|
+34,438
|
+17%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$18.5M
|
-$252K
|
-3,181
|
-1%
|
|
|
22
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$18.4M
|
+$14M
|
+176,433
|
+324%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$15.6M
|
-$990K
|
-12,502
|
-6%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$14.5M
|
-$231K
|
-2,913
|
-2%
|
|
|
25
|
Aprio Wealth Management
Atlanta,
Georgia
|
$14.4M
|
+$1.1M
|
+13,834
|
+8%
|
|
