|
1
|
Creative Planning
Overland Park,
Kansas
|
$151M
|
+$145M
|
+2,837,807
|
New
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$103M
|
+$80.9M
|
+1,588,098
|
+458%
|
|
|
3
|
|
$76.2M
|
+$51.8M
|
+1,017,803
|
+245%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$75.8M
|
+$6.85M
|
+134,454
|
+10%
|
|
|
5
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$58.5M
|
+$13.6M
|
+266,094
|
+32%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$47.2M
|
+$2.6M
|
+51,064
|
+6%
|
|
|
7
|
WMS Partners
Towson,
Maryland
|
$47.2M
|
+$21.7M
|
+425,717
|
+92%
|
|
|
8
|
Waypoint Wealth Partners
Mill Valley,
California
|
$46.7M
|
-$498K
|
-9,786
|
-1%
|
|
|
9
|
PrairieView Partners
St. Paul,
Minnesota
|
$41.2M
|
+$2.51M
|
+49,237
|
+7%
|
|
|
10
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$36.3M
|
+$34.8M
|
+682,329
|
New
|
|
|
11
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$35.7M
|
+$980K
|
+19,243
|
+3%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$33.9M
|
+$2.66M
|
+52,277
|
+9%
|
|
|
13
|
ESL Trust Services
Rochester,
New York
|
$33.3M
|
+$112K
|
+2,191
|
+0.4%
|
|
|
14
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$31.9M
|
+$30.5M
|
+599,598
|
New
|
|
|
15
|
Versant Capital Management
Phoenix,
Arizona
|
$31.5M
|
-$20.1K
|
-395
|
-0.1%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$30.8M
|
-$40.5M
|
-794,856
|
-58%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$29.7M
|
+$7.72M
|
+151,647
|
+37%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$29.1M
|
+$7.1M
|
+139,402
|
+34%
|
|
|
19
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$27.3M
|
-$4.81M
|
-94,362
|
-16%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$26.2M
|
+$6.19M
|
+121,451
|
+33%
|
|
|
21
|
Atwood & Palmer
Kansas City,
Missouri
|
$24.6M
|
+$23.5M
|
+461,975
|
New
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$21.1M
|
+$20.2M
|
+397,067
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
+$5.43M
|
+106,628
|
+41%
|
|
|
24
|
Family Investment Center
Saint Joseph,
Missouri
|
$19.5M
|
+$18.7M
|
+366,380
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$18.6M
|
+$17.8M
|
+349,517
|
New
|
|
