|
1
|
Creative Planning
Overland Park,
Kansas
|
$141M
|
-$15.5M
|
-254,288
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.5M
|
-$3.99M
|
-65,243
|
-8%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$35.3M
|
+$585K
|
+9,579
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$2.4M
|
+39,229
|
+13%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$18.3M
|
-$321K
|
-5,255
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$1.65M
|
+27,031
|
+15%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$11.5M
|
+$6.69M
|
+109,568
|
+127%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$10.8M
|
+$170K
|
+2,777
|
+2%
|
|
|
9
|
|
$9.76M
|
-$374K
|
-6,121
|
-4%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$9.66M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7.98M
|
+$1.35M
|
+22,124
|
+19%
|
|
|
12
|
BIP Wealth
Atlanta,
Georgia
|
$6.96M
|
+$681K
|
+11,146
|
+10%
|
|
|
13
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$6.93M
|
-$1.99M
|
-32,611
|
-22%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$5.93M
|
+$262K
|
+4,288
|
+4%
|
|
|
15
|
MGO One Seven
Beachwood,
Ohio
|
$5.41M
|
+$80K
|
+1,310
|
+1%
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$5.41M
|
+$245K
|
+4,005
|
+5%
|
|
|
17
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.92M
|
-$84.2K
|
-1,379
|
-2%
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$4.55M
|
+$53.2K
|
+871
|
+1%
|
|
|
19
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$4.52M
|
-$1.25M
|
-20,396
|
-21%
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.41M
|
+$273K
|
+4,465
|
+6%
|
|
|
21
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.33M
|
-$66K
|
-1,081
|
-1%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.08M
|
+$734K
|
+12,024
|
+21%
|
|
|
23
|
Cyr Financial
Hennepin,
Illinois
|
$3.98M
|
+$710K
|
+11,623
|
+21%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$3.7M
|
+$38.8K
|
+635
|
+1%
|
|
|
25
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.21M
|
–
|
–
|
–
|
|
