|
1
|
American Century Companies
Kansas City,
Missouri
|
$197M
|
+$18.9M
|
+248,936
|
+10%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$160M
|
+$2.61M
|
+34,362
|
+2%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$133M
|
-$8.09M
|
-106,445
|
-6%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$130M
|
-$21.3M
|
-280,213
|
-14%
|
|
|
5
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$107M
|
-$37.4M
|
-491,759
|
-25%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.5M
|
+$1.18M
|
+15,480
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$86.9M
|
+$7.72M
|
+101,673
|
+9%
|
|
|
8
|
Adero Partners
Pleasanton,
California
|
$85.5M
|
+$8.52M
|
+112,133
|
+11%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$81.7M
|
+$1.08M
|
+14,212
|
+1%
|
|
|
10
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$80.3M
|
+$83.2M
|
+1,095,600
|
New
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$78.5M
|
+$8.37M
|
+110,209
|
+11%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$65.2M
|
+$4.27M
|
+56,166
|
+7%
|
|
|
13
|
Waypoint Wealth Partners
Mill Valley,
California
|
$63.7M
|
+$3.21M
|
+42,230
|
+5%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$55.1M
|
+$46.6M
|
+613,601
|
+444%
|
|
|
15
|
WMS Partners
Towson,
Maryland
|
$52.5M
|
+$3.3M
|
+43,384
|
+6%
|
|
|
16
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$50.4M
|
+$749K
|
+9,862
|
+1%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$49.2M
|
+$6.27M
|
+82,491
|
+14%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$49M
|
+$4.07M
|
+53,611
|
+9%
|
|
|
19
|
Quantum Financial Advisors
El Segundo,
California
|
$48.5M
|
-$641K
|
-8,440
|
-1%
|
|
|
20
|
|
$48.4M
|
+$13.4M
|
+176,163
|
+36%
|
|
|
21
|
Modera Wealth Management
Westwood,
New Jersey
|
$47.1M
|
+$1.91M
|
+25,189
|
+4%
|
|
|
22
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$46.3M
|
-$1.18M
|
-15,546
|
-2%
|
|
|
23
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$44.8M
|
+$2.24M
|
+29,437
|
+5%
|
|
|
24
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$42M
|
-$115K
|
-1,510
|
-0.3%
|
|
|
25
|
Smith Anglin Financial
Dallas,
Texas
|
$37.8M
|
+$381K
|
+5,011
|
+1%
|
|
