|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$314M
|
-$10.3M
|
-158,605
|
-3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$258M
|
+$32.6M
|
+501,912
|
+15%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$251M
|
-$74.5M
|
-1,145,191
|
-23%
|
|
|
4
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$189M
|
+$12.2M
|
+187,487
|
+7%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$168M
|
+$5.46M
|
+83,889
|
+3%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$134M
|
-$13M
|
-200,279
|
-9%
|
|
|
7
|
HB Wealth Management
Atlanta,
Georgia
|
$133M
|
+$130M
|
+2,000,590
|
+27,747%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$126M
|
+$36.5M
|
+561,432
|
+42%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$111M
|
+$9.39M
|
+144,363
|
+9%
|
|
|
10
|
Oak Root LLC
Santa Barbara,
California
|
$101M
|
+$436K
|
+6,710
|
+0.4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.3M
|
-$6.82M
|
-104,890
|
-7%
|
|
|
12
|
Adero Partners
Pleasanton,
California
|
$80.9M
|
+$2.65M
|
+40,695
|
+3%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$79.1M
|
+$32.6M
|
+501,746
|
+73%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$77.9M
|
+$37.1M
|
+569,822
|
+94%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73M
|
+$3.52M
|
+54,053
|
+5%
|
|
|
16
|
|
$64M
|
+$9.37M
|
+144,000
|
+18%
|
|
|
17
|
Waypoint Wealth Partners
Mill Valley,
California
|
$62.5M
|
+$1.58M
|
+24,266
|
+3%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$59.3M
|
-$698K
|
-10,734
|
-1%
|
|
|
19
|
|
$56.3M
|
+$45.6M
|
+701,500
|
+472%
|
|
|
20
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$52.3M
|
+$2.1M
|
+32,287
|
+4%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.8M
|
+$13.6M
|
+208,454
|
+36%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$49.2M
|
-$4.18M
|
-64,324
|
-8%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$49.1M
|
-$2.57M
|
-39,536
|
-5%
|
|
|
24
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$49M
|
-$798K
|
-12,268
|
-2%
|
|
|
25
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$48.9M
|
+$4.21M
|
+64,737
|
+10%
|
|
