|
1
|
Oak Root LLC
Santa Barbara,
California
|
$274M
|
–
|
–
|
–
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$264M
|
+$14.1M
|
+159,134
|
+6%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$245M
|
+$11.1M
|
+125,092
|
+5%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$150M
|
-$5.35M
|
-60,553
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
+$9.2M
|
+104,125
|
+7%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$133M
|
+$2.08M
|
+23,513
|
+2%
|
|
|
7
|
Adero Partners
Pleasanton,
California
|
$125M
|
+$5.07M
|
+57,385
|
+4%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$123M
|
+$1.67M
|
+18,905
|
+1%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$116M
|
-$86.9M
|
-983,020
|
-44%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$112M
|
-$153K
|
-1,728
|
-0.1%
|
|
|
11
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$103M
|
+$987K
|
+11,174
|
+1%
|
|
|
12
|
|
$102M
|
+$3.94M
|
+44,639
|
+4%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$98.2M
|
+$3.25M
|
+36,731
|
+3%
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$97.7M
|
-$2.6M
|
-29,438
|
-3%
|
|
|
15
|
Waypoint Wealth Partners
Mill Valley,
California
|
$91.1M
|
+$6.15M
|
+69,623
|
+7%
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
$80.7M
|
+$2.99M
|
+33,883
|
+4%
|
|
|
17
|
WMS Partners
Towson,
Maryland
|
$79.4M
|
+$6.51M
|
+73,649
|
+9%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$72.4M
|
+$63.1M
|
+714,634
|
+812%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$70.4M
|
+$2.57M
|
+29,085
|
+4%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$67M
|
+$1.76M
|
+19,886
|
+3%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$64.5M
|
-$3.89M
|
-44,029
|
-6%
|
|
|
22
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$63.9M
|
+$493K
|
+5,584
|
+0.8%
|
|
|
23
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$57.2M
|
+$1.1M
|
+12,489
|
+2%
|
|
|
24
|
Smith Anglin Financial
Dallas,
Texas
|
$52.4M
|
+$6.91M
|
+78,223
|
+16%
|
|
|
25
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$51.1M
|
-$1.19M
|
-13,479
|
-2%
|
|
