|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$303M
|
-$52.8M
|
-825,194
|
-14%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$300M
|
+$21.6M
|
+337,019
|
+7%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$208M
|
+$28.8M
|
+450,656
|
+15%
|
|
|
4
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$163M
|
+$11.6M
|
+181,222
|
+7%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$150M
|
+$2.37M
|
+37,094
|
+2%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$136M
|
+$33.1M
|
+517,942
|
+30%
|
|
|
7
|
WMS Partners
Towson,
Maryland
|
$122M
|
+$8.07M
|
+126,131
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$94.2M
|
+$11.4M
|
+178,224
|
+13%
|
|
|
9
|
Oak Root LLC
Santa Barbara,
California
|
$93.1M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$91M
|
+$23.1M
|
+361,645
|
+32%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$82.1M
|
+$37.3M
|
+583,137
|
+77%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$72.4M
|
+$6.94M
|
+108,518
|
+10%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$64.3M
|
+$8.27M
|
+129,302
|
+14%
|
|
|
14
|
Waypoint Wealth Partners
Mill Valley,
California
|
$56.4M
|
-$74.4K
|
-1,162
|
-0.1%
|
|
|
15
|
Plancorp LLC
Saint Louis,
Missouri
|
$55.5M
|
+$194K
|
+3,029
|
+0.3%
|
|
|
16
|
|
$50.4M
|
-$614K
|
-9,588
|
-1%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$49.5M
|
+$11.4M
|
+178,348
|
+28%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$47.9M
|
-$2.16M
|
-33,676
|
-4%
|
|
|
19
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$46.5M
|
-$2.08M
|
-32,552
|
-4%
|
|
|
20
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$46.1M
|
+$467K
|
+7,293
|
+1%
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$42.4M
|
+$44.2M
|
+691,322
|
New
|
|
|
22
|
Atwood & Palmer
Kansas City,
Missouri
|
$42.4M
|
+$2.62M
|
+40,863
|
+6%
|
|
|
23
|
ESL Trust Services
Rochester,
New York
|
$42.3M
|
+$41.6K
|
+650
|
+0.1%
|
|
|
24
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$41.4M
|
+$1.67M
|
+26,144
|
+4%
|
|
|
25
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$41.4M
|
+$6.07M
|
+94,852
|
+16%
|
|
