|
1
|
Creative Planning
Overland Park,
Kansas
|
$282M
|
+$283M
|
+4,140,930
|
New
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$142M
|
+$142M
|
+2,083,556
|
New
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$130M
|
+$28M
|
+409,272
|
+27%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$96.6M
|
+$14.2M
|
+207,328
|
+17%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$78.6M
|
+$6.95M
|
+101,645
|
+10%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$72.5M
|
+$23.8M
|
+348,820
|
+49%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$59.5M
|
+$9.06M
|
+132,618
|
+18%
|
|
|
8
|
Adero Partners
Pleasanton,
California
|
$55.7M
|
+$7.41M
|
+108,354
|
+15%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55.5M
|
+$24.2M
|
+354,713
|
+77%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$53M
|
+$16.8M
|
+245,668
|
+46%
|
|
|
11
|
Waypoint Wealth Partners
Mill Valley,
California
|
$49.9M
|
+$6.64M
|
+97,175
|
+15%
|
|
|
12
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$44.7M
|
+$1.66M
|
+24,345
|
+4%
|
|
|
13
|
Modera Wealth Management
Westwood,
New Jersey
|
$37.4M
|
+$13M
|
+190,808
|
+53%
|
|
|
14
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$36.3M
|
+$36.5M
|
+533,362
|
New
|
|
|
15
|
Quantum Financial Advisors
El Segundo,
California
|
$36M
|
+$8.75M
|
+128,014
|
+32%
|
|
|
16
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$34.9M
|
+$1.74M
|
+25,432
|
+5%
|
|
|
17
|
Smith Anglin Financial
Dallas,
Texas
|
$34.7M
|
+$557K
|
+8,151
|
+2%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$34.6M
|
-$204K
|
-2,985
|
-0.6%
|
|
|
19
|
AWM Capital
Phoenix,
Arizona
|
$31.2M
|
+$8.47K
|
+124
|
+0%
|
|
|
20
|
B&D White Capital Company
Lakeway,
Texas
|
$30.1M
|
+$2.86M
|
+41,891
|
+10%
|
|
|
21
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$29.4M
|
-$30.9M
|
-452,812
|
-51%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$27.4M
|
+$3.88M
|
+56,824
|
+16%
|
|
|
23
|
Red Lighthouse Investment Management
New York
|
$27M
|
+$27.1M
|
+397,172
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.7M
|
+$6.46M
|
+94,518
|
+32%
|
|
|
25
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$26.6M
|
+$2.01M
|
+29,411
|
+8%
|
|
