|
1
|
Creative Planning
Overland Park,
Kansas
|
$161M
|
-$132M
|
-1,864,076
|
-45%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$159M
|
+$22.9M
|
+323,609
|
+17%
|
|
|
3
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$140M
|
-$7.31M
|
-103,242
|
-5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$132M
|
+$31.1M
|
+439,530
|
+31%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$85.7M
|
+$3.74M
|
+52,829
|
+5%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$75.8M
|
+$312K
|
+4,414
|
+0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$73.6M
|
+$11.6M
|
+163,584
|
+19%
|
|
|
8
|
Adero Partners
Pleasanton,
California
|
$66.1M
|
+$8M
|
+112,977
|
+14%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62M
|
+$4.09M
|
+57,811
|
+7%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$60.4M
|
+$5.09M
|
+71,935
|
+9%
|
|
|
11
|
Waypoint Wealth Partners
Mill Valley,
California
|
$56.3M
|
+$4.24M
|
+59,915
|
+8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.6M
|
+$23.7M
|
+335,556
|
+86%
|
|
|
13
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$46.2M
|
-$394K
|
-5,564
|
-0.8%
|
|
|
14
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$44M
|
+$43.9M
|
+620,559
|
New
|
|
|
15
|
WMS Partners
Towson,
Maryland
|
$43.2M
|
+$20.6M
|
+291,316
|
+92%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$43M
|
+$4.06M
|
+57,424
|
+10%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$41.2M
|
+$18.4M
|
+259,730
|
+81%
|
|
|
18
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$38.5M
|
+$2.18M
|
+30,785
|
+6%
|
|
|
19
|
Quantum Financial Advisors
El Segundo,
California
|
$38.1M
|
+$663K
|
+9,370
|
+2%
|
|
|
20
|
Smith Anglin Financial
Dallas,
Texas
|
$36.9M
|
+$705K
|
+9,963
|
+2%
|
|
|
21
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$35.3M
|
-$2.46M
|
-34,775
|
-7%
|
|
|
22
|
Plancorp LLC
Saint Louis,
Missouri
|
$35.3M
|
-$788K
|
-11,137
|
-2%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.6M
|
+$22.3M
|
+315,202
|
+199%
|
|
|
24
|
AWM Capital
Phoenix,
Arizona
|
$31.9M
|
-$536K
|
-7,572
|
-2%
|
|
|
25
|
B&D White Capital Company
Lakeway,
Texas
|
$31.1M
|
-$304K
|
-4,294
|
-1%
|
|
