|
1
|
Oak Root LLC
Santa Barbara,
California
|
274 Mio. $
|
–
|
–
|
–
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
264 Mio. $
|
+14,1 Mio. $
|
+159.134
|
+6 %
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
245 Mio. $
|
+11,1 Mio. $
|
+125.092
|
+5 %
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
150 Mio. $
|
-5,35 Mio. $
|
-60.553
|
-4 %
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
147 Mio. $
|
+9,2 Mio. $
|
+104.125
|
+7 %
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
133 Mio. $
|
+2,08 Mio. $
|
+23.513
|
+2 %
|
|
|
7
|
Adero Partners
Pleasanton,
California
|
125 Mio. $
|
+5,07 Mio. $
|
+57.385
|
+4 %
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
123 Mio. $
|
+1,67 Mio. $
|
+18.905
|
+1 %
|
|
|
9
|
Allworth Financial
Folsom,
California
|
116 Mio. $
|
-86,9 Mio. $
|
-983.020
|
-44 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
112 Mio. $
|
-152.683 $
|
-1.728
|
-0,1 %
|
|
|
11
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
103 Mio. $
|
+987.317 $
|
+11.174
|
+1 %
|
|
|
12
|
|
102 Mio. $
|
+3,94 Mio. $
|
+44.639
|
+4 %
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
98,2 Mio. $
|
+3,25 Mio. $
|
+36.731
|
+3 %
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
97,7 Mio. $
|
-2,6 Mio. $
|
-29.438
|
-3 %
|
|
|
15
|
Waypoint Wealth Partners
Mill Valley,
California
|
91,1 Mio. $
|
+6,15 Mio. $
|
+69.623
|
+7 %
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
80,7 Mio. $
|
+2,99 Mio. $
|
+33.883
|
+4 %
|
|
|
17
|
WMS Partners
Towson,
Maryland
|
79,4 Mio. $
|
+6,51 Mio. $
|
+73.649
|
+9 %
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
72,4 Mio. $
|
+63,1 Mio. $
|
+714.634
|
+812 %
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
70,4 Mio. $
|
+2,57 Mio. $
|
+29.085
|
+4 %
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
67 Mio. $
|
+1,76 Mio. $
|
+19.886
|
+3 %
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
64,5 Mio. $
|
-3,89 Mio. $
|
-44.029
|
-6 %
|
|
|
22
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
63,9 Mio. $
|
+493.393 $
|
+5.584
|
+0,8 %
|
|
|
23
|
BCR Wealth Strategies
Vestavia,
Alabama
|
57,2 Mio. $
|
+1,1 Mio. $
|
+12.489
|
+2 %
|
|
|
24
|
Smith Anglin Financial
Dallas,
Texas
|
52,4 Mio. $
|
+6,91 Mio. $
|
+78.223
|
+16 %
|
|
|
25
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
51,1 Mio. $
|
-1,19 Mio. $
|
-13.479
|
-2 %
|
|
