|
1
|
Creative Planning
Overland Park,
Kansas
|
$167M
|
+$10.7M
|
+219,582
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
-$255K
|
-5,212
|
-1%
|
|
|
3
|
New York Life Investment Management
New York
|
$19.3M
|
-$2.18M
|
-44,644
|
-10%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$13.4M
|
-$591K
|
-12,092
|
-4%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$11.3M
|
+$10.3M
|
+210,636
|
+556%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.63M
|
+$1.5M
|
+30,634
|
+17%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.5M
|
-$2.9M
|
-59,361
|
-24%
|
|
|
8
|
|
$8.18M
|
+$357K
|
+7,304
|
+4%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$7.75M
|
+$539K
|
+11,031
|
+7%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$7.51M
|
–
|
–
|
–
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$6.38M
|
+$267K
|
+5,458
|
+4%
|
|
|
12
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$4.73M
|
-$251K
|
-5,128
|
-5%
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.92M
|
+$179K
|
+3,659
|
+4%
|
|
|
14
|
Crestone Asset Management
Boulder,
Colorado
|
$3.83M
|
–
|
–
|
–
|
|
|
15
|
WESCAP Management Group
Glendale,
California
|
$3.68M
|
+$178K
|
+3,634
|
+5%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$3.47M
|
+$955K
|
+19,533
|
+34%
|
|
|
17
|
Sepio Capital
Salt Lake City,
Utah
|
$3.33M
|
+$3.57M
|
+73,062
|
New
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.2M
|
-$140K
|
-2,872
|
-4%
|
|
|
19
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$2.78M
|
+$2.77M
|
+56,752
|
+1,327%
|
|
|
20
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.61M
|
+$1.64M
|
+33,463
|
+140%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$2.5M
|
+$421K
|
+8,618
|
+19%
|
|
|
22
|
Martin & Co
Knoxville,
Tennessee
|
$2.11M
|
+$53.5K
|
+1,095
|
+2%
|
|
|
23
|
Equitable Holdings
New York
|
$1.92M
|
–
|
–
|
–
|
|
|
24
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$1.84M
|
-$34.4K
|
-703
|
-2%
|
|
|
25
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.68M
|
-$46.1K
|
-942
|
-2%
|
|
