|
1
|
HB Wealth Management
Atlanta,
Georgia
|
$518M
|
+$108M
|
+1,026,636
|
+27%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$388M
|
+$10.2M
|
+96,975
|
+3%
|
|
|
3
|
Oak Root LLC
Santa Barbara,
California
|
$330M
|
–
|
–
|
–
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$285M
|
+$3.6M
|
+34,332
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$251M
|
+$8.47M
|
+80,728
|
+4%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$210M
|
-$97.6K
|
-930
|
-0%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$180M
|
+$2.22M
|
+21,152
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$176M
|
-$5.57M
|
-53,125
|
-3%
|
|
|
9
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$134M
|
+$1.92M
|
+18,287
|
+2%
|
|
|
10
|
Quantum Financial Advisors
El Segundo,
California
|
$129M
|
+$8.61M
|
+82,076
|
+7%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$123M
|
+$76.7M
|
+730,960
|
+181%
|
|
|
12
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$122M
|
+$118M
|
+1,125,366
|
New
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$120M
|
+$115M
|
+1,099,465
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$119M
|
-$1.77M
|
-16,883
|
-2%
|
|
|
15
|
|
$116M
|
-$8.22M
|
-78,379
|
-7%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$112M
|
+$1.72M
|
+16,437
|
+2%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$111M
|
-$6.24M
|
-59,504
|
-6%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$96.9M
|
-$15.6M
|
-148,465
|
-14%
|
|
|
19
|
RVW Wealth
Los Angeles,
California
|
$89.9M
|
-$484K
|
-4,614
|
-0.6%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$77.6M
|
-$26.2M
|
-249,694
|
-26%
|
|
|
21
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$74.1M
|
+$1.26M
|
+11,974
|
+2%
|
|
|
22
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$73.9M
|
+$2.99M
|
+28,515
|
+4%
|
|
|
23
|
Simplicity Wealth
Summit,
New Jersey
|
$73.5M
|
-$71.6M
|
-682,596
|
-50%
|
|
|
24
|
Park Avenue Securities
New York
|
$72.3M
|
+$7.11M
|
+67,731
|
+11%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$71.8M
|
-$159K
|
-1,517
|
-0.2%
|
|
