|
1
|
Creative Planning
Overland Park,
Kansas
|
$126M
|
-$11.1M
|
-192,125
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$42.8M
|
-$1.17M
|
-20,274
|
-3%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$34.8M
|
+$779K
|
+13,461
|
+2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$17.8M
|
+$157K
|
+2,716
|
+0.9%
|
|
|
5
|
|
$13.5M
|
+$4.15M
|
+71,754
|
+43%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.3M
|
-$7.23M
|
-124,873
|
-36%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
-$35.5K
|
-613
|
-0.3%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$10.5M
|
+$26.7K
|
+462
|
+0.3%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$9.33M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$7.95M
|
+$246K
|
+4,250
|
+3%
|
|
|
11
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$7.39M
|
+$716K
|
+12,375
|
+10%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$6.79M
|
+$1.08M
|
+18,709
|
+18%
|
|
|
13
|
BIP Wealth
Atlanta,
Georgia
|
$6.19M
|
-$542K
|
-9,361
|
-8%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$5.23M
|
+$424K
|
+7,325
|
+8%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.07M
|
+$331K
|
+5,715
|
+7%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$4.23M
|
+$1.16M
|
+19,968
|
+36%
|
|
|
17
|
WESCAP Management Group
Glendale,
California
|
$4.04M
|
-$362K
|
-6,249
|
-8%
|
|
|
18
|
Cyr Financial
Hennepin,
Illinois
|
$3.95M
|
+$109K
|
+1,876
|
+3%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.69M
|
+$3.78M
|
+65,238
|
New
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$3.63M
|
+$50.9K
|
+880
|
+1%
|
|
|
21
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.48M
|
+$379K
|
+6,540
|
+12%
|
|
|
22
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$3.47M
|
-$910K
|
-15,725
|
-20%
|
|
|
23
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.2M
|
-$1.01M
|
-17,371
|
-24%
|
|
|
24
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3.11M
|
+$3.18M
|
+54,890
|
New
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.98M
|
-$1.31M
|
-22,558
|
-30%
|
|
