|
1
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$152M
|
+$12.4M
|
+162,941
|
+9%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$122M
|
-$8.89M
|
-116,682
|
-7%
|
|
|
3
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$56M
|
-$60.8M
|
-797,886
|
-52%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$54.7M
|
+$4.48M
|
+58,834
|
+9%
|
|
|
5
|
Waypoint Wealth Partners
Mill Valley,
California
|
$52.1M
|
-$1.58M
|
-20,707
|
-3%
|
|
|
6
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$46.5M
|
+$1.93M
|
+25,296
|
+4%
|
|
|
7
|
RVW Wealth
Los Angeles,
California
|
$42.1M
|
+$2.2M
|
+28,906
|
+6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$39.4M
|
+$8.69M
|
+114,031
|
+29%
|
|
|
9
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$38.9M
|
+$11.4M
|
+149,430
|
+42%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$33.4M
|
+$32.2K
|
+423
|
+0.1%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$31M
|
+$4.67M
|
+61,287
|
+18%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.5M
|
+$17.5M
|
+229,590
|
+304%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$18.4M
|
+$16M
|
+209,795
|
+736%
|
|
|
14
|
|
$17.5M
|
+$1.69M
|
+22,197
|
+11%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$14.6M
|
+$6.65M
|
+87,327
|
+86%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$2.71M
|
+35,612
|
+24%
|
|
|
17
|
CPWM LLC
Seattle,
Washington
|
$13.9M
|
+$161K
|
+2,115
|
+1%
|
|
|
18
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$13.6M
|
+$598K
|
+7,857
|
+5%
|
|
|
19
|
Regatta Capital Group
El Segundo,
California
|
$13.3M
|
+$13.1M
|
+172,381
|
New
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$12.7M
|
+$5.08M
|
+66,670
|
+68%
|
|
|
21
|
HB Wealth Management
Atlanta,
Georgia
|
$12.7M
|
+$12.6M
|
+165,301
|
New
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12.7M
|
+$1.64M
|
+21,508
|
+15%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12M
|
+$234K
|
+3,073
|
+2%
|
|
|
24
|
Silicon Hills Wealth Management
Austin,
Texas
|
$9.69M
|
+$3.53M
|
+46,296
|
+58%
|
|
|
25
|
WorthPointe
La Jolla,
California
|
$9.65M
|
+$5.78M
|
+75,844
|
+154%
|
|
