|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$82.5M
|
+$15.5M
|
+304,540
|
+20%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$62.7M
|
-$5.86M
|
-115,162
|
-8%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$58.8M
|
+$154K
|
+3,033
|
+0.2%
|
|
|
4
|
Waypoint Wealth Partners
Mill Valley,
California
|
$40.5M
|
+$8.17M
|
+160,629
|
+22%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$38.1M
|
-$1.01M
|
-19,882
|
-2%
|
|
|
6
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$38M
|
+$28.9M
|
+568,158
|
+214%
|
|
|
7
|
PrairieView Partners
St. Paul,
Minnesota
|
$33.1M
|
+$2.25M
|
+44,261
|
+6%
|
|
|
8
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$29.7M
|
+$11.2M
|
+219,983
|
+51%
|
|
|
9
|
ESL Trust Services
Rochester,
New York
|
$28.5M
|
+$242K
|
+4,758
|
+0.8%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$27.7M
|
+$1.94M
|
+38,095
|
+7%
|
|
|
11
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$27.7M
|
+$3.82M
|
+75,101
|
+14%
|
|
|
12
|
Versant Capital Management
Phoenix,
Arizona
|
$27M
|
+$174K
|
+3,423
|
+0.6%
|
|
|
13
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$24.2M
|
+$1.21M
|
+23,855
|
+5%
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
$21M
|
+$19.1M
|
+374,936
|
+434%
|
|
|
15
|
|
$18.9M
|
-$16M
|
-314,240
|
-43%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18.6M
|
+$3.1M
|
+60,858
|
+18%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$18.6M
|
+$1.84M
|
+36,243
|
+10%
|
|
|
18
|
RVW Wealth
Los Angeles,
California
|
$17M
|
-$1.91M
|
-37,455
|
-9%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$15.8M
|
+$7.98M
|
+156,789
|
+83%
|
|
|
20
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$13.5M
|
+$980K
|
+19,265
|
+7%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$12.5M
|
+$1.48M
|
+29,083
|
+12%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$4.35M
|
+85,525
|
+49%
|
|
|
23
|
Quantum Financial Advisors
El Segundo,
California
|
$11.8M
|
-$386K
|
-7,578
|
-3%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$13.1M
|
+256,883
|
New
|
|
|
25
|
AWM Capital
Phoenix,
Arizona
|
$11.4M
|
-$887K
|
-17,427
|
-8%
|
|
