|
1
|
Creative Planning
Overland Park,
Kansas
|
$125M
|
-$12.3M
|
-211,179
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
-$693K
|
-11,920
|
-2%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$38.9M
|
+$703K
|
+12,101
|
+2%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$19.6M
|
+$15.3K
|
+263
|
+0.1%
|
|
|
5
|
|
$16M
|
+$1.15M
|
+19,717
|
+8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13M
|
-$484K
|
-8,325
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$387K
|
+6,663
|
+3%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$12M
|
+$524K
|
+9,017
|
+5%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$11.7M
|
+$6.62M
|
+113,822
|
+152%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$10.2M
|
–
|
–
|
–
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$6.87M
|
-$533K
|
-9,177
|
-8%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$6.8M
|
+$586K
|
+10,088
|
+10%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$6.35M
|
-$2.22M
|
-38,146
|
-27%
|
|
|
14
|
BIP Wealth
Atlanta,
Georgia
|
$6.24M
|
-$510K
|
-8,767
|
-8%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.64M
|
+$79.9K
|
+1,375
|
+2%
|
|
|
16
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$5.19M
|
-$2.72M
|
-46,853
|
-36%
|
|
|
17
|
Cyr Financial
Hennepin,
Illinois
|
$4.82M
|
+$455K
|
+7,822
|
+11%
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$4.41M
|
-$21.5K
|
-370
|
-0.5%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.37M
|
+$303K
|
+5,212
|
+8%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$3.89M
|
-$82.5K
|
-1,420
|
-2%
|
|
|
21
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.88M
|
+$68.5K
|
+1,179
|
+2%
|
|
|
22
|
rebel Financial
Groveport,
Ohio
|
$3.65M
|
+$3.42M
|
+58,765
|
New
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3.64M
|
+$221K
|
+3,810
|
+7%
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.42M
|
-$79.5K
|
-1,367
|
-2%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.36M
|
+$189K
|
+3,255
|
+6%
|
|
