|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$386M
|
+$83.3M
|
+1,295,471
|
+29%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$305M
|
+$13.3M
|
+207,282
|
+5%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$197M
|
+$29.9M
|
+464,846
|
+19%
|
|
|
4
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$166M
|
+$10.9M
|
+169,844
|
+7%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$161M
|
+$3.15M
|
+48,936
|
+2%
|
|
|
6
|
WMS Partners
Towson,
Maryland
|
$124M
|
+$7.54M
|
+117,291
|
+7%
|
|
|
7
|
American Century Companies
Kansas City,
Missouri
|
$114M
|
+$13.8M
|
+214,632
|
+14%
|
|
|
8
|
Oak Root LLC
Santa Barbara,
California
|
$102M
|
-$1.21M
|
-18,793
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$91M
|
+$15.5M
|
+240,463
|
+22%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.1M
|
+$12.8M
|
+199,253
|
+22%
|
|
|
11
|
Adero Partners
Pleasanton,
California
|
$71.8M
|
+$2.68M
|
+41,626
|
+4%
|
|
|
12
|
Waypoint Wealth Partners
Mill Valley,
California
|
$61.6M
|
+$1.29M
|
+20,091
|
+2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.5M
|
+$6.06M
|
+94,291
|
+11%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$60.4M
|
-$200K
|
-3,119
|
-0.3%
|
|
|
15
|
|
$55.7M
|
+$8.56M
|
+133,265
|
+19%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$54.6M
|
-$3.83M
|
-59,628
|
-7%
|
|
|
17
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$52.9M
|
+$4.53M
|
+70,467
|
+10%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$50.6M
|
+$7.77M
|
+120,835
|
+19%
|
|
|
19
|
PrairieView Partners
St. Paul,
Minnesota
|
$50.2M
|
-$5.56M
|
-86,472
|
-10%
|
|
|
20
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$49.8M
|
+$2.7M
|
+42,028
|
+6%
|
|
|
21
|
ESL Trust Services
Rochester,
New York
|
$46.2M
|
-$643
|
-10
|
-0%
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$43.8M
|
-$1.51M
|
-23,571
|
-3%
|
|
|
23
|
Atwood & Palmer
Kansas City,
Missouri
|
$43.5M
|
+$3.06M
|
+47,646
|
+8%
|
|
|
24
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$43.5M
|
+$3.22M
|
+50,144
|
+8%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$42.2M
|
+$158K
|
+2,453
|
+0.4%
|
|
