|
1
|
Creative Planning
Overland Park,
Kansas
|
$192M
|
+$12M
|
+250,637
|
+7%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$26.1M
|
+$25.6M
|
+534,068
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$24.3M
|
+$3.07M
|
+64,078
|
+15%
|
|
|
4
|
New York Life Investment Management
New York
|
$22.6M
|
+$1.82M
|
+37,961
|
+9%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$20.7M
|
+$20.3M
|
+422,431
|
New
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$12M
|
-$123K
|
-2,563
|
-1%
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$11.3M
|
-$3M
|
-62,549
|
-21%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$886K
|
+18,477
|
+9%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$9.42M
|
+$1.07M
|
+22,301
|
+13%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$8.06M
|
–
|
–
|
–
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$7.8M
|
+$923K
|
+19,242
|
+14%
|
|
|
12
|
|
$7.49M
|
-$1.27M
|
-26,500
|
-15%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.17M
|
+$2.05M
|
+42,720
|
+41%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$7.13M
|
-$1.96M
|
-40,781
|
-22%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$4.38M
|
+$636K
|
+13,253
|
+17%
|
|
|
16
|
Crestone Asset Management
Boulder,
Colorado
|
$4.11M
|
–
|
–
|
–
|
|
|
17
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.11M
|
-$98.8K
|
-2,059
|
-2%
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$4.05M
|
+$95.3K
|
+1,988
|
+2%
|
|
|
19
|
Sepio Capital
Salt Lake City,
Utah
|
$3.77M
|
+$193K
|
+4,026
|
+6%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$3.11M
|
+$413K
|
+8,606
|
+16%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.85M
|
-$569K
|
-11,867
|
-17%
|
|
|
22
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.69M
|
-$108K
|
-2,253
|
-4%
|
|
|
23
|
Martin & Co
Knoxville,
Tennessee
|
$2.31M
|
+$41.9K
|
+874
|
+2%
|
|
|
24
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$2.3M
|
+$2.26M
|
+47,085
|
New
|
|
|
25
|
Equitable Holdings
New York
|
$2.28M
|
+$214K
|
+4,464
|
+11%
|
|
