|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$196M
|
+$47.3M
|
+822,487
|
+30%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$129M
|
+$6.78M
|
+118,040
|
+5%
|
|
|
3
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$103M
|
+$10.7M
|
+186,308
|
+11%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$90M
|
+$2.39M
|
+41,517
|
+3%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$86.3M
|
+$5.86M
|
+101,971
|
+7%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$72.3M
|
-$10.7M
|
-186,066
|
-13%
|
|
|
7
|
Waypoint Wealth Partners
Mill Valley,
California
|
$51.5M
|
+$1.49M
|
+25,954
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$51.5M
|
+$11.1M
|
+192,341
|
+26%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$48.3M
|
+$831K
|
+14,457
|
+2%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$46.5M
|
+$3.45M
|
+60,023
|
+8%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$44.7M
|
+$702K
|
+12,215
|
+2%
|
|
|
12
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$44.1M
|
+$1.22M
|
+21,275
|
+3%
|
|
|
13
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$40.1M
|
+$116K
|
+2,016
|
+0.3%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$37.7M
|
+$2.07M
|
+35,975
|
+6%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37.3M
|
+$847K
|
+14,733
|
+2%
|
|
|
16
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$36.6M
|
+$5.45M
|
+94,887
|
+17%
|
|
|
17
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$36M
|
+$4.12M
|
+71,713
|
+12%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.4M
|
+$7.63M
|
+132,729
|
+26%
|
|
|
19
|
ESL Trust Services
Rochester,
New York
|
$35.4M
|
+$393K
|
+6,841
|
+1%
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$34.8M
|
+$1.53M
|
+26,605
|
+4%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.6M
|
+$23.7M
|
+412,978
|
+198%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$34.5M
|
+$1.92M
|
+33,464
|
+6%
|
|
|
23
|
Executive Wealth Management
Brighton,
Michigan
|
$32.4M
|
+$1.8M
|
+31,345
|
+6%
|
|
|
24
|
Atwood & Palmer
Kansas City,
Missouri
|
$29.2M
|
+$1.69M
|
+29,458
|
+6%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
+$11.9M
|
+207,754
|
+73%
|
|
