|
1
|
Creative Planning
Overland Park,
Kansas
|
$116M
|
-$6.03M
|
-89,231
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$47.4M
|
-$547K
|
-8,099
|
-1%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$29.5M
|
-$217K
|
-3,213
|
-0.7%
|
|
|
4
|
|
$22.7M
|
+$4.17M
|
+61,635
|
+22%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$21.8M
|
+$1.61M
|
+23,773
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
+$1.66M
|
+24,560
|
+11%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$594K
|
+8,782
|
+4%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$11.8M
|
-$344K
|
-5,091
|
-3%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$10.9M
|
–
|
–
|
–
|
|
|
10
|
Apella Capital
West Hartford,
Connecticut
|
$10.1M
|
+$1.01M
|
+14,986
|
+12%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7.8M
|
+$774K
|
+11,445
|
+11%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$7.57M
|
+$219K
|
+3,241
|
+3%
|
|
|
13
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$6.61M
|
-$71.1K
|
-1,052
|
-1%
|
|
|
14
|
Welch Financial Planning
Boulder,
Colorado
|
$5.57M
|
+$145K
|
+2,139
|
+3%
|
|
|
15
|
BIP Wealth
Atlanta,
Georgia
|
$5.54M
|
-$796K
|
-11,779
|
-12%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.05M
|
-$515K
|
-7,619
|
-9%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$5.04M
|
+$4.53M
|
+66,991
|
+731%
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$4.62M
|
+$21K
|
+311
|
+0.4%
|
|
|
19
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.98M
|
-$123K
|
-1,819
|
-3%
|
|
|
20
|
rebel Financial
Groveport,
Ohio
|
$3.98M
|
+$38.9K
|
+575
|
+1%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.91M
|
+$254K
|
+3,753
|
+7%
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.75M
|
+$293K
|
+4,334
|
+8%
|
|
|
23
|
Risk Paradigm Group
Austin,
Texas
|
$3.75M
|
+$169K
|
+2,494
|
+5%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.6M
|
+$401K
|
+5,933
|
+12%
|
|
|
25
|
Waddell & Associates
Memphis,
Tennessee
|
$3.54M
|
-$40.1M
|
-593,866
|
-92%
|
|
