|
1
|
Oak Root LLC
Santa Barbara,
California
|
$272M
|
+$5.21M
|
+61,650
|
+2%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$247M
|
+$703K
|
+8,327
|
+0.3%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$232M
|
+$87.9M
|
+1,040,529
|
+67%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$201M
|
+$3.32M
|
+39,372
|
+2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$155M
|
-$2.23M
|
-26,445
|
-2%
|
|
|
6
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$140M
|
+$6.75M
|
+79,882
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$137M
|
+$14.7M
|
+173,530
|
+13%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$130M
|
+$4.6M
|
+54,432
|
+4%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$120M
|
-$10.1M
|
-119,660
|
-8%
|
|
|
10
|
Adero Partners
Pleasanton,
California
|
$119M
|
+$7.5M
|
+88,816
|
+7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$112M
|
+$629K
|
+7,446
|
+0.6%
|
|
|
12
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$101M
|
+$1.36M
|
+16,150
|
+1%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$99.6M
|
-$1.17M
|
-13,878
|
-1%
|
|
|
14
|
|
$96.8M
|
-$69.1M
|
-818,574
|
-43%
|
|
|
15
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$94.1M
|
+$18M
|
+213,063
|
+25%
|
|
|
16
|
Waypoint Wealth Partners
Mill Valley,
California
|
$84.2M
|
+$3.37M
|
+39,854
|
+4%
|
|
|
17
|
|
$78M
|
-$3.19M
|
-37,746
|
-4%
|
|
|
18
|
Quantum Financial Advisors
El Segundo,
California
|
$77M
|
+$4.03M
|
+47,759
|
+6%
|
|
|
19
|
WMS Partners
Towson,
Maryland
|
$72.2M
|
+$6.72M
|
+79,589
|
+11%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$68M
|
+$1.37M
|
+16,242
|
+2%
|
|
|
21
|
Modera Wealth Management
Westwood,
New Jersey
|
$67.3M
|
+$3.45M
|
+40,828
|
+6%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$64.7M
|
+$1.45M
|
+17,144
|
+2%
|
|
|
23
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$63M
|
+$983K
|
+11,635
|
+2%
|
|
|
24
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$55.6M
|
-$288K
|
-3,411
|
-0.5%
|
|
|
25
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$51.9M
|
+$39.4K
|
+466
|
+0.1%
|
|
