|
1
|
Creative Planning
Overland Park,
Kansas
|
$129M
|
-$5.53M
|
-84,959
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.1M
|
-$42.8K
|
-658
|
-0.1%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$43.5M
|
+$1.3M
|
+19,913
|
+3%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$20.4M
|
-$787K
|
-12,091
|
-4%
|
|
|
5
|
|
$18.2M
|
+$829K
|
+12,748
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$15.1M
|
+$1.05M
|
+16,085
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
+$622K
|
+9,554
|
+5%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$13.2M
|
+$105K
|
+1,617
|
+0.8%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$11.1M
|
–
|
–
|
–
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$9.98M
|
-$2.62M
|
-40,229
|
-21%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$7.68M
|
+$313K
|
+4,812
|
+4%
|
|
|
12
|
3EDGE Asset Management
Naples,
Florida
|
$7.48M
|
+$5.62M
|
+86,328
|
+340%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$7.47M
|
+$14.6K
|
+225
|
+0.2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$7.14M
|
+$251K
|
+3,853
|
+4%
|
|
|
15
|
BIP Wealth
Atlanta,
Georgia
|
$6.68M
|
-$83.5K
|
-1,283
|
-1%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$6.15M
|
+$32.9K
|
+506
|
+0.6%
|
|
|
17
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$5.32M
|
-$303K
|
-4,664
|
-6%
|
|
|
18
|
Cyr Financial
Hennepin,
Illinois
|
$5.28M
|
+$56.5K
|
+869
|
+1%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.18M
|
+$426K
|
+6,541
|
+9%
|
|
|
20
|
WESCAP Management Group
Glendale,
California
|
$4.73M
|
-$42.9K
|
-660
|
-0.9%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$4.21M
|
-$7.16K
|
-110
|
-0.2%
|
|
|
22
|
Bogart Wealth LLC
Mclean,
Virginia
|
$4.05M
|
+$92.3K
|
+1,418
|
+2%
|
|
|
23
|
rebel Financial
Groveport,
Ohio
|
$3.97M
|
-$3.82M
|
-58,765
|
Closed
|
|
|
24
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.85M
|
-$347K
|
-5,331
|
-9%
|
|
|
25
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.57M
|
-$127K
|
-1,958
|
-4%
|
|
