|
1
|
HB Wealth Management
Atlanta,
Georgia
|
$377M
|
+$240M
|
+2,561,165
|
+218%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$350M
|
+$957K
|
+10,224
|
+0.3%
|
|
|
3
|
Oak Root LLC
Santa Barbara,
California
|
$306M
|
-$1.59M
|
-17,022
|
-0.6%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$261M
|
+$24.9M
|
+266,285
|
+11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$225M
|
+$7.6M
|
+81,199
|
+4%
|
|
|
6
|
MASECO Private Wealth
London,
|
$211M
|
+$196M
|
+2,093,479
|
New
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$194M
|
+$148M
|
+1,584,262
|
+460%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$169M
|
+$3.44M
|
+36,729
|
+2%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$165M
|
+$3.7M
|
+39,548
|
+2%
|
|
|
10
|
Simplicity Wealth
Summit,
New Jersey
|
$137M
|
+$67.2M
|
+717,634
|
+112%
|
|
|
11
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$123M
|
+$3.24M
|
+34,596
|
+3%
|
|
|
12
|
|
$116M
|
-$3.02M
|
-32,217
|
-3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$112M
|
+$3.37M
|
+35,982
|
+3%
|
|
|
14
|
Quantum Financial Advisors
El Segundo,
California
|
$112M
|
+$7.99M
|
+85,361
|
+8%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$109M
|
-$7.22M
|
-77,147
|
-7%
|
|
|
16
|
Waypoint Wealth Partners
Mill Valley,
California
|
$107M
|
-$1.99M
|
-21,284
|
-2%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$105M
|
-$38.9K
|
-415
|
-0%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$102M
|
+$13.4M
|
+143,649
|
+16%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$97.2M
|
+$2.73M
|
+29,160
|
+3%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$83.9M
|
-$5.67M
|
-60,557
|
-7%
|
|
|
21
|
SC&H Financial Advisors
Sparks,
Maryland
|
$68.1M
|
+$3.55M
|
+37,908
|
+6%
|
|
|
22
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$67.5M
|
+$1.94M
|
+20,695
|
+3%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$66.7M
|
+$228K
|
+2,436
|
+0.4%
|
|
|
24
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$66.7M
|
-$526K
|
-5,615
|
-0.8%
|
|
|
25
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$65.7M
|
+$2.81M
|
+29,972
|
+5%
|
|
