|
1
|
HB Wealth Management
Atlanta,
Georgia
|
$772M
|
+$34.7M
|
+281,733
|
+5%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$583M
|
+$50.1M
|
+406,412
|
+10%
|
|
|
3
|
Oak Root LLC
Santa Barbara,
California
|
$372M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$326M
|
+$18.8M
|
+153,009
|
+6%
|
|
|
5
|
MASECO Private Wealth
London,
|
$305M
|
+$4.85M
|
+39,384
|
+2%
|
|
|
6
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$259M
|
+$11.9M
|
+96,288
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$257M
|
+$21.9M
|
+177,765
|
+10%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$250M
|
-$540K
|
-4,386
|
-0.2%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$226M
|
+$217M
|
+1,763,228
|
+220,128%
|
|
|
10
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$226M
|
+$217M
|
+1,763,123
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$201M
|
-$4.92M
|
-39,920
|
-2%
|
|
|
12
|
Financial Plan Inc
Bellingham,
Washington
|
$183M
|
+$4.22M
|
+34,237
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$181M
|
+$7.24M
|
+58,745
|
+4%
|
|
|
14
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$151M
|
+$4.65M
|
+37,785
|
+3%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$144M
|
+$4.34M
|
+35,204
|
+3%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$141M
|
-$28.8M
|
-234,127
|
-17%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$138M
|
+$5.99M
|
+48,655
|
+5%
|
|
|
18
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$130M
|
-$4.68M
|
-37,993
|
-4%
|
|
|
19
|
|
$128M
|
+$3.21M
|
+26,031
|
+3%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$126M
|
-$1.51M
|
-12,237
|
-1%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$124M
|
+$17.4M
|
+141,634
|
+17%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
+$11.4M
|
+92,213
|
+11%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$120M
|
-$3.86M
|
-31,331
|
-3%
|
|
|
24
|
Park Avenue Securities
New York
|
$117M
|
+$13.3M
|
+108,081
|
+13%
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
$116M
|
+$3.63M
|
+29,427
|
+3%
|
|
