|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$351M
|
-$240K
|
-3,431
|
-0.1%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$300M
|
+$11.2M
|
+160,658
|
+4%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$250M
|
+$94.9M
|
+1,357,155
|
+67%
|
|
|
4
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$188M
|
-$20.8M
|
-297,602
|
-10%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$175M
|
-$11.4M
|
-163,366
|
-6%
|
|
|
6
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$173M
|
-$101M
|
-1,447,693
|
-38%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$167M
|
+$24.9M
|
+356,773
|
+19%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$146M
|
+$20.9M
|
+299,064
|
+18%
|
|
|
9
|
MASECO Private Wealth
London,
|
$129M
|
+$122M
|
+1,745,849
|
New
|
|
|
10
|
|
$126M
|
+$51.6M
|
+737,737
|
+76%
|
|
|
11
|
HB Wealth Management
Atlanta,
Georgia
|
$126M
|
-$21.8M
|
-311,601
|
-16%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
+$21.9M
|
+313,133
|
+23%
|
|
|
13
|
Oak Root LLC
Santa Barbara,
California
|
$112M
|
-$614K
|
-8,782
|
-0.6%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$100M
|
+$82.4M
|
+1,178,429
|
+665%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$89.1M
|
+$783K
|
+11,190
|
+0.9%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$85.2M
|
+$3.51M
|
+50,263
|
+5%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$79.8M
|
+$29.4M
|
+420,560
|
+64%
|
|
|
18
|
Waypoint Wealth Partners
Mill Valley,
California
|
$67.7M
|
-$1.97M
|
-28,235
|
-3%
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$65.2M
|
-$943K
|
-13,490
|
-2%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.9M
|
+$5.76M
|
+82,368
|
+11%
|
|
|
21
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$63.4M
|
+$4.73M
|
+67,593
|
+9%
|
|
|
22
|
Simplicity Wealth
Summit,
New Jersey
|
$60.8M
|
+$30.2M
|
+431,583
|
+111%
|
|
|
23
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$60M
|
+$5.01M
|
+71,694
|
+10%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$57.9M
|
+$21.2M
|
+303,262
|
+63%
|
|
|
25
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$55.7M
|
+$966K
|
+13,811
|
+2%
|
|
