|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$262M
|
+$19.2M
|
+316,020
|
+8%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$156M
|
+$5.05M
|
+83,014
|
+4%
|
|
|
3
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$136M
|
+$16.2M
|
+266,811
|
+14%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$132M
|
+$7.62M
|
+125,326
|
+6%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$110M
|
+$3.65M
|
+59,930
|
+4%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$110M
|
+$4.55M
|
+74,731
|
+5%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$102M
|
+$51.3M
|
+843,096
|
+110%
|
|
|
8
|
Oak Root LLC
Santa Barbara,
California
|
$97.9M
|
-$82.5K
|
-1,356
|
-0.1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$66M
|
+$2.23M
|
+36,678
|
+4%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$63.1M
|
+$4.65M
|
+76,385
|
+8%
|
|
|
11
|
Waypoint Wealth Partners
Mill Valley,
California
|
$61.9M
|
+$2M
|
+32,876
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.8M
|
+$9.08M
|
+149,181
|
+19%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$58.2M
|
-$754K
|
-12,389
|
-1%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$57.4M
|
-$12.3M
|
-202,909
|
-18%
|
|
|
15
|
PrairieView Partners
St. Paul,
Minnesota
|
$52.8M
|
+$1.02M
|
+16,757
|
+2%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.1M
|
+$5.23M
|
+85,934
|
+13%
|
|
|
17
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$46.7M
|
+$180K
|
+2,962
|
+0.4%
|
|
|
18
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$41.8M
|
+$2.61M
|
+42,853
|
+7%
|
|
|
19
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$40.9M
|
-$1.81M
|
-29,761
|
-4%
|
|
|
20
|
ESL Trust Services
Rochester,
New York
|
$40.8M
|
+$78.1K
|
+1,283
|
+0.2%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$39.7M
|
-$983K
|
-16,150
|
-3%
|
|
|
22
|
|
$39.3M
|
+$6.62M
|
+108,836
|
+21%
|
|
|
23
|
Versant Capital Management
Phoenix,
Arizona
|
$39.1M
|
-$637K
|
-10,478
|
-2%
|
|
|
24
|
Atwood & Palmer
Kansas City,
Missouri
|
$37.9M
|
+$3.4M
|
+55,914
|
+10%
|
|
|
25
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$37.2M
|
+$1.93M
|
+31,708
|
+6%
|
|
