|
1
|
Creative Planning
Overland Park,
Kansas
|
$335M
|
-$5.23M
|
-104,856
|
-2%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$45.3M
|
+$45.5M
|
+913,683
|
New
|
|
|
3
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$38.1M
|
–
|
–
|
–
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$26.7M
|
+$17.3M
|
+348,076
|
+182%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
+$4.12M
|
+82,658
|
+19%
|
|
|
6
|
American Economic Planning Group
Warren,
New Jersey
|
$26M
|
+$26.1M
|
+523,273
|
New
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$25.9M
|
-$1.96M
|
-39,360
|
-7%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$20.3M
|
+$20.4M
|
+409,614
|
New
|
|
|
9
|
|
$19.3M
|
-$1.92M
|
-38,465
|
-9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
+$14.8M
|
+296,827
|
+2,834%
|
|
|
11
|
Nottingham Advisors
Amherst,
New York
|
$10M
|
+$4.04M
|
+81,124
|
+67%
|
|
|
12
|
IFC Holdings
Tampa,
Florida
|
$8.69M
|
+$927K
|
+18,608
|
+12%
|
|
|
13
|
National Planning Corporation
El Segundo,
California
|
$8.44M
|
+$1.81M
|
+36,413
|
+27%
|
|
|
14
|
SII Investments
Appleton,
Wisconsin
|
$5.84M
|
+$732K
|
+14,694
|
+14%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.58M
|
+$5.6M
|
+112,369
|
New
|
|
|
16
|
Community Financial System
Syracuse,
New York
|
$2.84M
|
+$1.52M
|
+30,600
|
+115%
|
|
|
17
|
|
$2.8M
|
+$2.72M
|
+54,632
|
+2,961%
|
|
|
18
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.94M
|
+$1.95M
|
+39,175
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.65M
|
+$16.3K
|
+328
|
+1%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$704K
|
+$707K
|
+14,194
|
New
|
|
|
21
|
VSR Financial Services
Overland Park,
Kansas
|
$613K
|
+$616K
|
+12,356
|
New
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$559K
|
+$561K
|
+11,264
|
New
|
|
|
23
|
Virtu KCG Holdings
New York
|
$466K
|
-$1.2M
|
-23,983
|
-72%
|
|
|
24
|
Coastline Trust
Providence,
Rhode Island
|
$397K
|
+$399K
|
+8,000
|
New
|
|
|
25
|
Mosaic Financial Partners
San Francisco,
California
|
$323K
|
+$325K
|
+6,513
|
New
|
|
