|
1
|
Creative Planning
Overland Park,
Kansas
|
$224M
|
+$2.51M
|
+46,281
|
+1%
|
|
|
2
|
New York Life Investment Management
New York
|
$102M
|
+$625K
|
+11,547
|
+0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$36.6M
|
+$4.46M
|
+82,317
|
+15%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$32.1M
|
+$356K
|
+6,573
|
+1%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$18.3M
|
+$218K
|
+4,028
|
+1%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$16.3M
|
+$571K
|
+10,553
|
+4%
|
|
|
7
|
|
$11.4M
|
+$299K
|
+5,516
|
+3%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$10.7M
|
-$35.6K
|
-657
|
-0.3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.2M
|
-$6.76M
|
-124,886
|
-41%
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.61M
|
-$48.2K
|
-891
|
-0.5%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$9.3M
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$7.84M
|
+$265K
|
+4,900
|
+4%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.81M
|
-$200K
|
-3,699
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.87M
|
+$2.35M
|
+43,399
|
+72%
|
|
|
15
|
Venturi Wealth Management
Austin,
Texas
|
$5.86M
|
+$31.7K
|
+586
|
+0.6%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$5.26M
|
+$121K
|
+2,239
|
+2%
|
|
|
17
|
MGO One Seven
Beachwood,
Ohio
|
$4.99M
|
+$1.82M
|
+33,547
|
+61%
|
|
|
18
|
BIP Wealth
Atlanta,
Georgia
|
$4.87M
|
+$771K
|
+14,243
|
+20%
|
|
|
19
|
WESCAP Management Group
Glendale,
California
|
$4.3M
|
-$113K
|
-2,081
|
-3%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.21M
|
-$631K
|
-11,654
|
-14%
|
|
|
21
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.83M
|
+$3.67M
|
+67,851
|
New
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$3.44M
|
-$59K
|
-1,090
|
-2%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$3.17M
|
+$882K
|
+16,295
|
+40%
|
|
|
24
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.15M
|
–
|
–
|
–
|
|
|
25
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.99M
|
+$76.3K
|
+1,409
|
+3%
|
|
