|
1
|
HB Wealth Management
Atlanta,
Georgia
|
$587M
|
+$53.6M
|
+486,787
|
+10%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$426M
|
+$26.4M
|
+239,346
|
+7%
|
|
|
3
|
Oak Root LLC
Santa Barbara,
California
|
$325M
|
-$14M
|
-126,756
|
-4%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$275M
|
-$17.1M
|
-155,267
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$259M
|
+$190K
|
+1,722
|
+0.1%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$221M
|
+$5.73M
|
+52,018
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$188M
|
+$6.93M
|
+62,954
|
+4%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$187M
|
+$1.96M
|
+17,827
|
+1%
|
|
|
9
|
Financial Plan Inc
Bellingham,
Washington
|
$149M
|
+$147M
|
+1,335,641
|
New
|
|
|
10
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$140M
|
+$2.21M
|
+20,025
|
+2%
|
|
|
11
|
Quantum Financial Advisors
El Segundo,
California
|
$138M
|
+$4.68M
|
+42,516
|
+4%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$127M
|
+$26.8M
|
+243,656
|
+27%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$125M
|
-$340K
|
-3,088
|
-0.3%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$124M
|
+$1.54M
|
+13,999
|
+1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$124M
|
+$1.37M
|
+12,411
|
+1%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$114M
|
-$13.1M
|
-118,578
|
-10%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$111M
|
-$4.23M
|
-38,365
|
-4%
|
|
|
18
|
|
$111M
|
-$8.48M
|
-76,999
|
-7%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$110M
|
-$3.76M
|
-34,144
|
-3%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$91.9M
|
-$577K
|
-5,243
|
-0.6%
|
|
|
21
|
B&D White Capital Company
Lakeway,
Texas
|
$83.9M
|
+$21.7M
|
+197,089
|
+36%
|
|
|
22
|
Park Avenue Securities
New York
|
$81.3M
|
+$6.87M
|
+62,353
|
+9%
|
|
|
23
|
Bridgewater Advisors
New York
|
$80.3M
|
+$5.86M
|
+53,209
|
+8%
|
|
|
24
|
Bank of New York Mellon
New York
|
$78.7M
|
+$7.2M
|
+65,408
|
+10%
|
|
|
25
|
Simplicity Wealth
Summit,
New Jersey
|
$78.1M
|
+$2.48M
|
+22,521
|
+3%
|
|
