|
1
|
Creative Planning
Overland Park,
Kansas
|
$194M
|
-$4.84M
|
-95,212
|
-2%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$27.5M
|
+$463K
|
+9,103
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$26.4M
|
+$1.28M
|
+25,242
|
+5%
|
|
|
4
|
New York Life Investment Management
New York
|
$14.3M
|
-$9.15M
|
-179,937
|
-39%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$12.6M
|
+$103K
|
+2,034
|
+0.8%
|
|
|
6
|
Affinity Wealth Management
Wilmington,
Delaware
|
$12M
|
+$12M
|
+236,202
|
New
|
|
|
7
|
Parcion Private Wealth
Bellevue,
Washington
|
$10.8M
|
-$908K
|
-17,857
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.2M
|
-$1.42M
|
-27,839
|
-12%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$9.84M
|
+$92.6K
|
+1,822
|
+0.9%
|
|
|
10
|
|
$9.61M
|
+$1.86M
|
+36,556
|
+24%
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$8.51M
|
+$438K
|
+8,622
|
+5%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$8.35M
|
–
|
–
|
–
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.26M
|
-$157K
|
-3,085
|
-2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$7.13M
|
-$254K
|
-4,995
|
-3%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$4.64M
|
+$112K
|
+2,199
|
+2%
|
|
|
16
|
BIP Wealth
Atlanta,
Georgia
|
$4.35M
|
+$4.37M
|
+85,931
|
New
|
|
|
17
|
WESCAP Management Group
Glendale,
California
|
$4.17M
|
-$25.6K
|
-503
|
-0.6%
|
|
|
18
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.1M
|
-$153K
|
-3,011
|
-4%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$3.24M
|
+$29.2K
|
+574
|
+0.9%
|
|
|
20
|
Crestone Asset Management
Boulder,
Colorado
|
$3.24M
|
-$1.02M
|
-20,000
|
-24%
|
|
|
21
|
|
$3.17M
|
+$3.18M
|
+62,540
|
New
|
|
|
22
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$3.02M
|
+$3.03M
|
+59,545
|
New
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.78M
|
-$175K
|
-3,440
|
-6%
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
$2.74M
|
+$1.77M
|
+34,719
|
+179%
|
|
|
25
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.73M
|
-$56.9K
|
-1,119
|
-2%
|
|
