|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$278M
|
+$152M
|
+2,389,558
|
+115%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$271M
|
+$15M
|
+236,019
|
+6%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$154M
|
+$54.7M
|
+862,667
|
+54%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$147M
|
-$5.75M
|
-90,566
|
-4%
|
|
|
5
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$144M
|
+$11.1M
|
+174,960
|
+8%
|
|
|
6
|
WMS Partners
Towson,
Maryland
|
$108M
|
+$608K
|
+9,574
|
+0.6%
|
|
|
7
|
Oak Root LLC
Santa Barbara,
California
|
$95.6M
|
–
|
–
|
–
|
|
|
8
|
American Century Companies
Kansas City,
Missouri
|
$92.6M
|
-$15.1M
|
-238,716
|
-14%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$69.5M
|
+$5.17M
|
+81,518
|
+8%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$64.1M
|
+$2.52M
|
+39,766
|
+4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.4M
|
-$98.9K
|
-1,558
|
-0.2%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$56.3M
|
-$529K
|
-8,328
|
-0.9%
|
|
|
13
|
Waypoint Wealth Partners
Mill Valley,
California
|
$56M
|
-$4.55M
|
-71,712
|
-7%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$54.4M
|
-$1.74M
|
-27,393
|
-3%
|
|
|
15
|
PrairieView Partners
St. Paul,
Minnesota
|
$52M
|
+$459K
|
+7,231
|
+0.9%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.3M
|
+$3.37M
|
+53,036
|
+7%
|
|
|
17
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$44.8M
|
+$8.56M
|
+134,822
|
+23%
|
|
|
18
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$43.7M
|
-$2M
|
-31,561
|
-4%
|
|
|
19
|
|
$43.4M
|
+$5.1M
|
+80,437
|
+13%
|
|
|
20
|
ESL Trust Services
Rochester,
New York
|
$42.9M
|
+$3.1M
|
+48,903
|
+8%
|
|
|
21
|
Versant Capital Management
Phoenix,
Arizona
|
$42.1M
|
+$3.99M
|
+62,843
|
+10%
|
|
|
22
|
Janiczek Wealth Management
Denver,
Colorado
|
$40M
|
+$11.7M
|
+184,747
|
+40%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$39.4M
|
+$19.3M
|
+304,444
|
+93%
|
|
|
24
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$39.1M
|
-$1.77M
|
-27,961
|
-4%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$39M
|
+$196K
|
+3,096
|
+0.5%
|
|
