|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$155M
|
+$156M
|
+2,698,513
|
New
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$126M
|
+$9.87M
|
+170,879
|
+8%
|
|
|
3
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$95.1M
|
+$15M
|
+259,823
|
+19%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$90.5M
|
+$3.08M
|
+53,404
|
+4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$85.3M
|
-$8.49M
|
-147,066
|
-9%
|
|
|
6
|
WMS Partners
Towson,
Maryland
|
$83.1M
|
+$11.1M
|
+191,799
|
+15%
|
|
|
7
|
|
$81.6M
|
+$26M
|
+449,992
|
+46%
|
|
|
8
|
Waypoint Wealth Partners
Mill Valley,
California
|
$51.6M
|
+$55.4K
|
+959
|
+0.1%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$49M
|
-$897K
|
-15,533
|
-2%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$45.4M
|
+$283K
|
+4,898
|
+0.6%
|
|
|
11
|
Adero Partners
Pleasanton,
California
|
$44.5M
|
+$3.92M
|
+67,915
|
+10%
|
|
|
12
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$44.2M
|
+$4.8M
|
+83,064
|
+12%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$42.1M
|
+$5.55M
|
+96,120
|
+15%
|
|
|
14
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$41.3M
|
+$4.09M
|
+70,897
|
+11%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37.7M
|
-$5.08M
|
-87,986
|
-12%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$36.8M
|
+$1.42M
|
+24,625
|
+4%
|
|
|
17
|
ESL Trust Services
Rochester,
New York
|
$36.1M
|
+$25.8K
|
+447
|
+0.1%
|
|
|
18
|
Versant Capital Management
Phoenix,
Arizona
|
$34.3M
|
+$477K
|
+8,269
|
+1%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$33.6M
|
+$163K
|
+2,826
|
+0.5%
|
|
|
20
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$33.1M
|
+$3.61M
|
+62,588
|
+12%
|
|
|
21
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$32.3M
|
+$1.6M
|
+27,701
|
+5%
|
|
|
22
|
Executive Wealth Management
Brighton,
Michigan
|
$31.6M
|
+$943K
|
+16,328
|
+3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.9M
|
+$4.43M
|
+76,684
|
+18%
|
|
|
24
|
Atwood & Palmer
Kansas City,
Missouri
|
$28.5M
|
+$1.7M
|
+29,380
|
+6%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$27M
|
-$489K
|
-8,477
|
-2%
|
|
