|
1
|
American Century Companies
Kansas City,
Missouri
|
$320M
|
+$22.8M
|
+234,099
|
+7%
|
|
|
2
|
Oak Root LLC
Santa Barbara,
California
|
$282M
|
+$1.28M
|
+13,125
|
+0.4%
|
|
|
3
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$214M
|
-$121M
|
-1,244,485
|
-35%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$199M
|
+$70.9M
|
+727,153
|
+51%
|
|
|
5
|
Adero Partners
Pleasanton,
California
|
$153M
|
+$8.96M
|
+91,967
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
-$8.76M
|
-89,873
|
-5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$148M
|
-$1.76M
|
-18,095
|
-1%
|
|
|
8
|
|
$109M
|
-$6.15M
|
-63,074
|
-5%
|
|
|
9
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$109M
|
+$1.09M
|
+11,186
|
+1%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$108M
|
+$109M
|
+1,121,070
|
+2,108%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$107M
|
-$8.18M
|
-83,978
|
-7%
|
|
|
12
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$105M
|
+$36.7K
|
+377
|
+0%
|
|
|
13
|
Waypoint Wealth Partners
Mill Valley,
California
|
$99.8M
|
+$56.1K
|
+576
|
+0.1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$99.5M
|
+$63.3M
|
+649,341
|
+152%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$96.1M
|
+$8.65M
|
+88,763
|
+9%
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
$94.6M
|
+$1.77M
|
+18,211
|
+2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$86.3M
|
-$40.7M
|
-417,467
|
-31%
|
|
|
18
|
RVW Wealth
Los Angeles,
California
|
$82.4M
|
-$14.1M
|
-144,816
|
-14%
|
|
|
19
|
Smith Anglin Financial
Dallas,
Texas
|
$81.6M
|
+$150K
|
+1,541
|
+0.2%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$80.6M
|
+$4.12M
|
+42,276
|
+5%
|
|
|
21
|
B&D White Capital Company
Lakeway,
Texas
|
$80.5M
|
+$26M
|
+266,654
|
+44%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$69.3M
|
-$2.19M
|
-22,497
|
-3%
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$69.1M
|
+$13.4M
|
+137,757
|
+23%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$65.3M
|
+$14.2M
|
+145,324
|
+26%
|
|
|
25
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$61.7M
|
-$2.14M
|
-21,984
|
-3%
|
|
