|
1
|
Creative Planning
Overland Park,
Kansas
|
$171M
|
-$24.4M
|
-425,629
|
-13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.7M
|
-$4.25M
|
-74,181
|
-8%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$33.4M
|
+$557K
|
+9,710
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$18.3M
|
+$231K
|
+4,034
|
+1%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$18.3M
|
+$626K
|
+10,914
|
+4%
|
|
|
6
|
|
$11.1M
|
-$2.41M
|
-42,090
|
-18%
|
|
|
7
|
Empirical Wealth Management
Seattle,
Washington
|
$10.5M
|
-$209K
|
-3,640
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.87M
|
+$671K
|
+11,702
|
+7%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$9.54M
|
–
|
–
|
–
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.19M
|
-$393K
|
-6,854
|
-4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8M
|
-$509K
|
-8,886
|
-6%
|
|
|
12
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$7.97M
|
+$5.94M
|
+103,603
|
+305%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$5.46M
|
+$37.6K
|
+656
|
+0.7%
|
|
|
14
|
MGO One Seven
Beachwood,
Ohio
|
$5.33M
|
+$56.5K
|
+986
|
+1%
|
|
|
15
|
BIP Wealth
Atlanta,
Georgia
|
$5M
|
-$318K
|
-5,544
|
-6%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.78M
|
–
|
–
|
–
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$4.62M
|
+$674K
|
+11,754
|
+18%
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$4.49M
|
+$16.5K
|
+287
|
+0.4%
|
|
|
19
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.29M
|
+$4.99K
|
+87
|
+0.1%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$3.63M
|
+$33.5K
|
+585
|
+0.9%
|
|
|
21
|
|
$3.55M
|
-$9.55M
|
-166,613
|
-73%
|
|
|
22
|
Mason & Associates (California)
Los Angeles,
California
|
$3.37M
|
+$44.8K
|
+782
|
+1%
|
|
|
23
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.18M
|
-$187K
|
-3,253
|
-6%
|
|
|
24
|
Cyr Financial
Hennepin,
Illinois
|
$3.18M
|
+$3.15M
|
+54,931
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.18M
|
+$767K
|
+13,371
|
+32%
|
|
