|
1
|
Oak Root LLC
Santa Barbara,
California
|
$243M
|
+$226M
|
+2,981,856
|
New
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$225M
|
+$5.52M
|
+72,884
|
+3%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$180M
|
+$2.08M
|
+27,426
|
+1%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$143M
|
-$4.72M
|
-62,434
|
-3%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$126M
|
+$117M
|
+1,548,660
|
New
|
|
|
6
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$121M
|
+$1.19M
|
+15,771
|
+1%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$119M
|
-$23.9M
|
-315,669
|
-18%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$114M
|
+$24.3M
|
+320,509
|
+30%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
+$12.2M
|
+160,900
|
+13%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$101M
|
+$5.85M
|
+77,303
|
+7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$101M
|
+$3.97M
|
+52,500
|
+4%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$91.9M
|
+$913K
|
+12,062
|
+1%
|
|
|
13
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$91M
|
+$1.56M
|
+20,632
|
+2%
|
|
|
14
|
|
$77.5M
|
+$21.9M
|
+289,176
|
+44%
|
|
|
15
|
|
$74.1M
|
+$65.4M
|
+863,731
|
+1,905%
|
|
|
16
|
Waypoint Wealth Partners
Mill Valley,
California
|
$73.5M
|
+$2.41M
|
+31,903
|
+4%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$68.4M
|
+$17.2M
|
+227,461
|
+37%
|
|
|
18
|
Quantum Financial Advisors
El Segundo,
California
|
$66.3M
|
+$11.5M
|
+151,468
|
+23%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$60.6M
|
-$655K
|
-8,658
|
-1%
|
|
|
20
|
WMS Partners
Towson,
Maryland
|
$59.3M
|
+$774K
|
+10,232
|
+1%
|
|
|
21
|
Modera Wealth Management
Westwood,
New Jersey
|
$58M
|
+$5.18M
|
+68,387
|
+11%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$57.5M
|
+$2.57M
|
+33,957
|
+5%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$56.7M
|
+$2.05M
|
+27,071
|
+4%
|
|
|
24
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$56.4M
|
+$274K
|
+3,618
|
+0.5%
|
|
|
25
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$50.9M
|
-$545K
|
-7,195
|
-1%
|
|
