|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$229M
|
+$15.5M
|
+272,901
|
+8%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$143M
|
+$3.27M
|
+57,660
|
+2%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$118M
|
+$110M
|
+1,950,051
|
New
|
|
|
4
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$113M
|
+$1.2M
|
+21,156
|
+1%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$101M
|
+$6.71M
|
+118,412
|
+8%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$99.8M
|
+$1.89M
|
+33,423
|
+2%
|
|
|
7
|
Oak Root LLC
Santa Barbara,
California
|
$92.9M
|
+$87M
|
+1,536,520
|
New
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$66.7M
|
-$11.1M
|
-195,159
|
-15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$60.3M
|
+$4.15M
|
+73,216
|
+8%
|
|
|
10
|
Waypoint Wealth Partners
Mill Valley,
California
|
$56.7M
|
+$716K
|
+12,641
|
+1%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$55.9M
|
+$3.25M
|
+57,395
|
+7%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$55.2M
|
+$4.36M
|
+76,999
|
+9%
|
|
|
13
|
PrairieView Partners
St. Paul,
Minnesota
|
$49M
|
+$506K
|
+8,939
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.8M
|
+$7.77M
|
+137,208
|
+22%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$46.1M
|
+$4.87M
|
+86,009
|
+13%
|
|
|
16
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$44.1M
|
+$530K
|
+9,359
|
+1%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41.4M
|
+$3.59M
|
+63,312
|
+10%
|
|
|
18
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$40.5M
|
+$740K
|
+13,062
|
+2%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$38.7M
|
-$1.77M
|
-31,293
|
-5%
|
|
|
20
|
ESL Trust Services
Rochester,
New York
|
$38.6M
|
+$105K
|
+1,862
|
+0.3%
|
|
|
21
|
Versant Capital Management
Phoenix,
Arizona
|
$37.7M
|
-$3.68K
|
-65
|
-0%
|
|
|
22
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$37M
|
-$1.96M
|
-34,655
|
-5%
|
|
|
23
|
Executive Wealth Management
Brighton,
Michigan
|
$35.9M
|
+$677K
|
+11,955
|
+2%
|
|
|
24
|
|
$34.1M
|
+$31.9M
|
+562,640
|
+28,913%
|
|
|
25
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$33.4M
|
-$13.5M
|
-239,156
|
-30%
|
|
