|
1
|
Creative Planning
Overland Park,
Kansas
|
$189M
|
-$32.7M
|
-590,457
|
-15%
|
|
|
2
|
New York Life Investment Management
New York
|
$86.8M
|
-$13.8M
|
-248,602
|
-14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$52.9M
|
+$16.7M
|
+300,883
|
+46%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$31.7M
|
-$91K
|
-1,643
|
-0.3%
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$18.3M
|
+$166K
|
+3,002
|
+0.9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$7.33M
|
+132,272
|
+73%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$17M
|
+$933K
|
+16,843
|
+6%
|
|
|
8
|
|
$13M
|
+$1.74M
|
+31,480
|
+16%
|
|
|
9
|
|
$12.7M
|
+$12.6M
|
+227,986
|
New
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$10.4M
|
-$177K
|
-3,196
|
-2%
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.24M
|
-$252K
|
-4,557
|
-3%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$9.19M
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.85M
|
+$1.09M
|
+19,734
|
+14%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$8.2M
|
+$2.39M
|
+43,094
|
+41%
|
|
|
15
|
Venturi Wealth Management
Austin,
Texas
|
$6.25M
|
+$451K
|
+8,138
|
+8%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$5.37M
|
+$5.02M
|
+90,602
|
+1,621%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$5.23M
|
+$28K
|
+505
|
+0.5%
|
|
|
18
|
BIP Wealth
Atlanta,
Georgia
|
$5.13M
|
+$314K
|
+5,664
|
+7%
|
|
|
19
|
MGO One Seven
Beachwood,
Ohio
|
$5.08M
|
+$154K
|
+2,788
|
+3%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.6M
|
+$434K
|
+7,824
|
+10%
|
|
|
21
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$4.51M
|
+$719K
|
+12,980
|
+19%
|
|
|
22
|
WESCAP Management Group
Glendale,
California
|
$4.31M
|
+$63.4K
|
+1,145
|
+2%
|
|
|
23
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.13M
|
+$1.4M
|
+25,210
|
+52%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.9M
|
+$2.53M
|
+45,688
|
+188%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$3.83M
|
+$540K
|
+9,747
|
+17%
|
|
