|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$345M
|
+$16.7M
|
+169,636
|
+5%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$313M
|
+$12.2M
|
+124,726
|
+4%
|
|
|
3
|
Oak Root LLC
Santa Barbara,
California
|
$294M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
+$2.52M
|
+25,687
|
+2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$157M
|
-$900K
|
-9,171
|
-0.6%
|
|
|
6
|
Adero Partners
Pleasanton,
California
|
$152M
|
+$12.2M
|
+124,433
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$138M
|
+$7.88M
|
+80,265
|
+6%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$131M
|
+$1.17M
|
+11,899
|
+0.9%
|
|
|
9
|
|
$121M
|
+$2.54M
|
+25,897
|
+2%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$120M
|
-$7.76M
|
-79,059
|
-6%
|
|
|
11
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$113M
|
+$1.21M
|
+12,358
|
+1%
|
|
|
12
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$110M
|
+$2.95M
|
+30,056
|
+3%
|
|
|
13
|
Waypoint Wealth Partners
Mill Valley,
California
|
$105M
|
+$1.69M
|
+17,222
|
+2%
|
|
|
14
|
WMS Partners
Towson,
Maryland
|
$102M
|
+$10.3M
|
+105,186
|
+11%
|
|
|
15
|
RVW Wealth
Los Angeles,
California
|
$101M
|
-$2.4M
|
-24,402
|
-2%
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
$97.4M
|
+$3.9M
|
+39,767
|
+4%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$92.2M
|
+$5.01M
|
+50,979
|
+6%
|
|
|
18
|
Smith Anglin Financial
Dallas,
Texas
|
$85.5M
|
+$3.47M
|
+35,337
|
+4%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$80.5M
|
+$2.22M
|
+22,600
|
+3%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$74.9M
|
+$2.71M
|
+27,611
|
+4%
|
|
|
21
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$66.8M
|
-$857K
|
-8,725
|
-1%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$62.9M
|
+$1.62M
|
+16,529
|
+3%
|
|
|
23
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$62.6M
|
-$697K
|
-7,100
|
-1%
|
|
|
24
|
SC&H Financial Advisors
Sparks,
Maryland
|
$59.8M
|
+$2.96M
|
+30,140
|
+5%
|
|
|
25
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$59.5M
|
+$1M
|
+10,229
|
+2%
|
|
