|
1
|
Creative Planning
Overland Park,
Kansas
|
$209M
|
+$8.41M
|
+163,125
|
+4%
|
|
|
2
|
New York Life Investment Management
New York
|
$104M
|
+$87.7M
|
+1,700,109
|
+602%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$29M
|
+$447K
|
+8,660
|
+2%
|
|
|
4
|
|
$28.4M
|
+$24.7M
|
+478,997
|
+766%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.2M
|
+$794K
|
+15,393
|
+3%
|
|
|
6
|
Affinity Wealth Management
Wilmington,
Delaware
|
$16.4M
|
+$3.88M
|
+75,250
|
+32%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$13.7M
|
+$679K
|
+13,177
|
+5%
|
|
|
8
|
|
$10.2M
|
+$202K
|
+3,924
|
+2%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$9.98M
|
-$221K
|
-4,286
|
-2%
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$8.82M
|
+$773
|
+15
|
+0%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.69M
|
-$1.88M
|
-36,526
|
-18%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$8.65M
|
–
|
–
|
–
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.5M
|
-$34.5K
|
-670
|
-0.5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.82M
|
-$559K
|
-10,842
|
-8%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$4.82M
|
+$5.83K
|
+113
|
+0.1%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.44M
|
+$192K
|
+3,719
|
+5%
|
|
|
17
|
BIP Wealth
Atlanta,
Georgia
|
$4.25M
|
-$253K
|
-4,914
|
-6%
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$4.21M
|
-$113K
|
-2,183
|
-3%
|
|
|
19
|
Crestone Asset Management
Boulder,
Colorado
|
$3.36M
|
–
|
–
|
–
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$3.32M
|
-$44.1K
|
-855
|
-1%
|
|
|
21
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.84M
|
+$3.97K
|
+77
|
+0.1%
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.62M
|
+$1.01M
|
+19,564
|
+64%
|
|
|
23
|
MGO One Seven
Beachwood,
Ohio
|
$2.43M
|
-$407K
|
-7,901
|
-15%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.39M
|
-$486K
|
-9,420
|
-17%
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.32M
|
+$142K
|
+2,749
|
+7%
|
|
