|
1
|
Creative Planning
Overland Park,
Kansas
|
$166M
|
-$17.1M
|
-293,052
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.5M
|
-$1.9M
|
-32,625
|
-4%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$36.9M
|
+$864K
|
+14,840
|
+3%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$19.8M
|
+$118K
|
+2,034
|
+0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.9M
|
-$786K
|
-13,492
|
-4%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$11.3M
|
-$13.5K
|
-232
|
-0.1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$275K
|
+4,718
|
+3%
|
|
|
8
|
|
$10.8M
|
-$1.08M
|
-18,506
|
-10%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$10.3M
|
–
|
–
|
–
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.41M
|
-$461K
|
-7,915
|
-5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7.12M
|
-$1.4M
|
-24,018
|
-17%
|
|
|
12
|
|
$6.79M
|
+$2.77M
|
+47,511
|
+77%
|
|
|
13
|
BIP Wealth
Atlanta,
Georgia
|
$6.71M
|
+$1.23M
|
+21,204
|
+25%
|
|
|
14
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$6.08M
|
-$2.34M
|
-40,118
|
-29%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$6.05M
|
+$155K
|
+2,660
|
+3%
|
|
|
16
|
MGO One Seven
Beachwood,
Ohio
|
$5.68M
|
-$60.4K
|
-1,038
|
-1%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.66M
|
+$2.78M
|
+47,749
|
+111%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$5.61M
|
+$580K
|
+9,967
|
+13%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$5.37M
|
+$2.46M
|
+42,294
|
+96%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.32M
|
+$164K
|
+2,821
|
+3%
|
|
|
21
|
WESCAP Management Group
Glendale,
California
|
$4.79M
|
-$47.5K
|
-816
|
-1%
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.67M
|
+$45.7K
|
+785
|
+1%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.41M
|
+$2.9M
|
+49,860
|
+239%
|
|
|
24
|
Flow Traders U.S.
New York
|
$3.93M
|
+$1.5M
|
+25,801
|
+69%
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$3.9M
|
-$5.82K
|
-100
|
-0.2%
|
|
