|
1
|
Creative Planning
Overland Park,
Kansas
|
$126M
|
-$4.31M
|
-59,028
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49.7M
|
-$3.59M
|
-49,243
|
-7%
|
|
|
3
|
|
$26.5M
|
+$951K
|
+13,038
|
+4%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$24.3M
|
-$239K
|
-3,275
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.9M
|
+$2.29M
|
+31,366
|
+15%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
-$2.32M
|
-31,746
|
-13%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$13.6M
|
+$352K
|
+4,821
|
+3%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$13.1M
|
+$7.33M
|
+100,432
|
+132%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$12.2M
|
–
|
–
|
–
|
|
|
10
|
Apella Capital
West Hartford,
Connecticut
|
$9.66M
|
-$309K
|
-4,230
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.82M
|
+$61.2K
|
+839
|
+0.7%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$8.34M
|
-$157K
|
-2,156
|
-2%
|
|
|
13
|
BIP Wealth
Atlanta,
Georgia
|
$7.08M
|
+$839K
|
+11,498
|
+14%
|
|
|
14
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$6.67M
|
-$745K
|
-10,212
|
-10%
|
|
|
15
|
Welch Financial Planning
Boulder,
Colorado
|
$6.52M
|
+$252K
|
+3,460
|
+4%
|
|
|
16
|
|
$5.65M
|
+$1.74M
|
+23,791
|
+46%
|
|
|
17
|
WESCAP Management Group
Glendale,
California
|
$5.18M
|
-$13.5K
|
-185
|
-0.3%
|
|
|
18
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.04M
|
-$618K
|
-8,476
|
-11%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.02M
|
+$957K
|
+13,117
|
+24%
|
|
|
20
|
Checchi Capital Advisers
Beverly Hills,
California
|
$4.47M
|
-$9.99K
|
-137
|
-0.2%
|
|
|
21
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.25M
|
+$31.1K
|
+426
|
+0.8%
|
|
|
22
|
Risk Paradigm Group
Austin,
Texas
|
$4.24M
|
+$31.6K
|
+433
|
+0.8%
|
|
|
23
|
Waddell & Associates
Memphis,
Tennessee
|
$3.86M
|
-$117K
|
-1,602
|
-3%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$3.71M
|
-$109K
|
-1,489
|
-3%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.61M
|
+$128K
|
+1,759
|
+4%
|
|
