|
1
|
HB Wealth Management
Atlanta,
Georgia
|
$639M
|
+$56.8M
|
+495,876
|
+9%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$461M
|
+$38.1M
|
+332,627
|
+9%
|
|
|
3
|
Oak Root LLC
Santa Barbara,
California
|
$323M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$266M
|
+$8.63M
|
+75,380
|
+3%
|
|
|
5
|
MASECO Private Wealth
London,
|
$260M
|
+$268M
|
+2,338,277
|
New
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$233M
|
-$2.37M
|
-20,703
|
-1%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$214M
|
-$61.3M
|
-535,366
|
-22%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$204M
|
+$16.8M
|
+146,761
|
+9%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$179M
|
-$7.35M
|
-64,215
|
-4%
|
|
|
10
|
Financial Plan Inc
Bellingham,
Washington
|
$155M
|
+$6.68M
|
+58,317
|
+4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$151M
|
+$28.1M
|
+245,751
|
+22%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$149M
|
-$102M
|
-890,109
|
-40%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$127M
|
+$2.59M
|
+22,586
|
+2%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$121M
|
-$2.64M
|
-23,086
|
-2%
|
|
|
15
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$117M
|
-$22.9M
|
-199,706
|
-16%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$114M
|
+$3.83M
|
+33,490
|
+3%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$111M
|
-$2.44M
|
-21,348
|
-2%
|
|
|
18
|
|
$108M
|
-$2.37M
|
-20,723
|
-2%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$108M
|
-$1.77M
|
-15,434
|
-2%
|
|
|
20
|
Quantum Financial Advisors
El Segundo,
California
|
$97.6M
|
-$40.7M
|
-355,362
|
-29%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$97.3M
|
+$47.8M
|
+417,664
|
+91%
|
|
|
22
|
Bridgewater Advisors
New York
|
$95.3M
|
+$7.05M
|
+61,598
|
+9%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$92.3M
|
+$19.2M
|
+168,034
|
+25%
|
|
|
24
|
Park Avenue Securities
New York
|
$89.7M
|
+$9.04M
|
+78,914
|
+11%
|
|
|
25
|
RVW Wealth
Los Angeles,
California
|
$89.2M
|
-$2.21M
|
-19,294
|
-2%
|
|
