|
1
|
Creative Planning
Overland Park,
Kansas
|
$210M
|
-$3.1M
|
-57,683
|
-1%
|
|
|
2
|
New York Life Investment Management
New York
|
$95.9M
|
-$10.2M
|
-189,691
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$30.2M
|
+$1.52M
|
+28,288
|
+5%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$30.1M
|
+$575K
|
+10,686
|
+2%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$17.2M
|
+$502K
|
+9,331
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$16.3M
|
+$7.51M
|
+139,539
|
+84%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$14.8M
|
+$867K
|
+16,123
|
+6%
|
|
|
8
|
|
$10.5M
|
+$142K
|
+2,646
|
+1%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$10.1M
|
-$26.3K
|
-489
|
-0.3%
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.15M
|
+$167K
|
+3,100
|
+2%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$8.81M
|
–
|
–
|
–
|
|
|
12
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.59M
|
-$42.6K
|
-791
|
-0.6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$7.17M
|
+$222K
|
+4,128
|
+3%
|
|
|
14
|
Venturi Wealth Management
Austin,
Texas
|
$5.52M
|
+$5.56M
|
+103,264
|
New
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$4.86M
|
-$45.5K
|
-846
|
-0.9%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.61M
|
+$89.9K
|
+1,671
|
+2%
|
|
|
17
|
WESCAP Management Group
Glendale,
California
|
$4.18M
|
-$104K
|
-1,924
|
-2%
|
|
|
18
|
BIP Wealth
Atlanta,
Georgia
|
$3.85M
|
-$487K
|
-9,048
|
-11%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$3.32M
|
-$64.6K
|
-1,200
|
-2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$3.23M
|
+$3.25M
|
+60,472
|
New
|
|
|
21
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.98M
|
+$95K
|
+1,766
|
+3%
|
|
|
22
|
MGO One Seven
Beachwood,
Ohio
|
$2.93M
|
+$460K
|
+8,543
|
+18%
|
|
|
23
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.76M
|
+$2.78M
|
+51,585
|
New
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.65M
|
-$22.1K
|
-410
|
-0.8%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.37M
|
-$62.9K
|
-1,170
|
-3%
|
|
