|
1
|
HighTower Advisors
Chicago,
Illinois
|
$115M
|
+$4.83M
|
+85,639
|
+4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$93.1M
|
-$67.9M
|
-1,205,328
|
-42%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$86.8M
|
+$5.53M
|
+98,098
|
+7%
|
|
|
4
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$79.7M
|
+$16.8M
|
+297,641
|
+27%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$71.7M
|
+$20.8M
|
+369,378
|
+42%
|
|
|
6
|
|
$55.4M
|
-$26M
|
-460,792
|
-32%
|
|
|
7
|
Waypoint Wealth Partners
Mill Valley,
California
|
$51.3M
|
+$1.14M
|
+20,163
|
+2%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$49.6M
|
-$1.01M
|
-17,950
|
-2%
|
|
|
9
|
PrairieView Partners
St. Paul,
Minnesota
|
$44.8M
|
+$565K
|
+10,021
|
+1%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$42.4M
|
+$9.27M
|
+164,526
|
+28%
|
|
|
11
|
Adero Partners
Pleasanton,
California
|
$40.4M
|
+$4.02M
|
+71,364
|
+11%
|
|
|
12
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$39.2M
|
+$931K
|
+16,518
|
+2%
|
|
|
13
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$37M
|
-$1.94M
|
-34,359
|
-5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$36.3M
|
+$4.38M
|
+77,791
|
+14%
|
|
|
15
|
ESL Trust Services
Rochester,
New York
|
$35.9M
|
+$144K
|
+2,552
|
+0.4%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$35.2M
|
+$12.4M
|
+219,710
|
+55%
|
|
|
17
|
Versant Capital Management
Phoenix,
Arizona
|
$33.6M
|
-$150K
|
-2,656
|
-0.4%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$33.3M
|
+$2.03M
|
+36,030
|
+7%
|
|
|
19
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$30.5M
|
-$3.64M
|
-64,594
|
-11%
|
|
|
20
|
Executive Wealth Management
Brighton,
Michigan
|
$30.5M
|
+$15.8M
|
+279,565
|
+110%
|
|
|
21
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$29.3M
|
+$15.3K
|
+272
|
+0.1%
|
|
|
22
|
RVW Wealth
Los Angeles,
California
|
$27.3M
|
-$840K
|
-14,904
|
-3%
|
|
|
23
|
Atwood & Palmer
Kansas City,
Missouri
|
$26.6M
|
+$266K
|
+4,715
|
+1%
|
|
|
24
|
Janiczek Wealth Management
Denver,
Colorado
|
$25.2M
|
+$12.6M
|
+223,623
|
+108%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.2M
|
+$7.95M
|
+141,058
|
+47%
|
|
