|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$145M
|
+$13.1M
|
+167,800
|
+10%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$136M
|
-$18.6M
|
-237,086
|
-12%
|
|
|
3
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$122M
|
-$4.67M
|
-59,597
|
-4%
|
|
|
4
|
Waypoint Wealth Partners
Mill Valley,
California
|
$55.9M
|
+$3.18M
|
+40,672
|
+6%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$52.2M
|
+$8.28M
|
+105,729
|
+19%
|
|
|
6
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$46.4M
|
+$45.3M
|
+578,236
|
New
|
|
|
7
|
RVW Wealth
Los Angeles,
California
|
$41.5M
|
+$2.99M
|
+38,230
|
+8%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$34.6M
|
+$513K
|
+6,546
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$31.8M
|
+$23.8M
|
+303,569
|
+326%
|
|
|
10
|
B&D White Capital Company
Lakeway,
Texas
|
$31.2M
|
+$26.2M
|
+335,093
|
+622%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$28.5M
|
+$4.51M
|
+57,611
|
+19%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$27.3M
|
+$3.7M
|
+47,265
|
+16%
|
|
|
13
|
|
$16.4M
|
+$8.87M
|
+113,264
|
+124%
|
|
|
14
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$13.5M
|
+$1.27M
|
+16,238
|
+11%
|
|
|
15
|
CPWM LLC
Seattle,
Washington
|
$13.1M
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.3M
|
+$145K
|
+1,849
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$3.06M
|
+39,040
|
+35%
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$11.5M
|
+$5.06M
|
+64,578
|
+82%
|
|
|
19
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$9.08M
|
+$9.47M
|
+120,996
|
New
|
|
|
20
|
Sage Rhino Capital
Menlo Park,
California
|
$8.77M
|
+$109K
|
+1,392
|
+1%
|
|
|
21
|
V Wealth Advisors
Overland Park,
Kansas
|
$8.57M
|
+$969K
|
+12,377
|
+13%
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$8.15M
|
+$7.96M
|
+101,689
|
New
|
|
|
23
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$8.09M
|
+$1.1M
|
+14,039
|
+16%
|
|
|
24
|
SC&H Financial Advisors
Sparks,
Maryland
|
$7.91M
|
+$7.73M
|
+98,670
|
New
|
|
|
25
|
Cardiff Park Advisors
Carlsbad,
California
|
$7.1M
|
+$6.93M
|
+88,559
|
New
|
|
