|
1
|
Creative Planning
Overland Park,
Kansas
|
$350M
|
+$8.85M
|
+176,096
|
+3%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$49M
|
+$2.72M
|
+54,083
|
+6%
|
|
|
3
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$38.8M
|
-$7.79K
|
-155
|
-0%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.2M
|
+$7.58M
|
+150,771
|
+29%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$30.8M
|
+$3.55M
|
+70,571
|
+13%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$26.1M
|
-$260K
|
-5,179
|
-1%
|
|
|
7
|
American Economic Planning Group
Warren,
New Jersey
|
$26M
|
-$526K
|
-10,466
|
-2%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$21.6M
|
+$858K
|
+17,062
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
+$17.1K
|
+341
|
+0.1%
|
|
|
10
|
|
$13.5M
|
-$6.2M
|
-123,417
|
-32%
|
|
|
11
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$11.3M
|
+$11.3M
|
+223,838
|
New
|
|
|
12
|
National Planning Corporation
El Segundo,
California
|
$10.4M
|
+$1.82M
|
+36,228
|
+21%
|
|
|
13
|
IFC Holdings
Tampa,
Florida
|
$9.65M
|
+$755K
|
+15,016
|
+9%
|
|
|
14
|
SII Investments
Appleton,
Wisconsin
|
$6.25M
|
+$335K
|
+6,664
|
+6%
|
|
|
15
|
|
$4.29M
|
+$1.43M
|
+28,367
|
+50%
|
|
|
16
|
Community Financial System
Syracuse,
New York
|
$4.17M
|
+$1.27M
|
+25,250
|
+44%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.25M
|
+$3.11M
|
+61,796
|
+2,623%
|
|
|
18
|
Oppenheimer & Co
New York
|
$2.89M
|
+$2.87M
|
+57,076
|
New
|
|
|
19
|
|
$2.88M
|
+$2.86M
|
+56,900
|
New
|
|
|
20
|
Investment Centers of America
Bismarck,
North Dakota
|
$2.55M
|
+$2.58M
|
+51,328
|
New
|
|
|
21
|
Vicus Capital
State College,
Pennsylvania
|
$2.26M
|
+$2.25M
|
+44,724
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.1M
|
+$416K
|
+8,269
|
+25%
|
|
|
23
|
Quantum Capital Management (California)
San Francisco,
California
|
$2.05M
|
+$66.9K
|
+1,330
|
+3%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.97M
|
+$1.87M
|
+37,177
|
+2,073%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.85M
|
+$1.83M
|
+36,459
|
New
|
|
