|
1
|
Creative Planning
Overland Park,
Kansas
|
$284M
|
+$251M
|
+13,031,568
|
+503%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$157M
|
+$89.1M
|
+4,623,384
|
+116%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$16.1M
|
+$1.41M
|
+73,070
|
+9%
|
|
|
4
|
Vigilant Capital Management
Portland,
Maine
|
$13.5M
|
+$12.1K
|
+630
|
+0.1%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$12.6M
|
+$37.9K
|
+1,966
|
+0.3%
|
|
|
6
|
Whitnell & Co
Oak Brook,
Illinois
|
$11.1M
|
-$178K
|
-9,216
|
-1%
|
|
|
7
|
FutureAdvisor
San Francisco,
California
|
$10.9M
|
+$6.86M
|
+355,948
|
+151%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
+$4.06M
|
+210,824
|
+58%
|
|
|
9
|
|
$8.34M
|
+$8.85M
|
+459,000
|
New
|
|
|
10
|
Valentine Ventures
Bend,
Oregon
|
$7.93M
|
+$163K
|
+8,462
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.69M
|
+$64.6K
|
+3,354
|
+0.9%
|
|
|
12
|
Suntrust Banks
Atlanta,
Georgia
|
$5.87M
|
-$15.3K
|
-792
|
-0.2%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$5.11M
|
+$456K
|
+23,666
|
+9%
|
|
|
14
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4.63M
|
+$89.5K
|
+4,646
|
+2%
|
|
|
15
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$3.38M
|
+$244K
|
+12,654
|
+7%
|
|
|
16
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.32M
|
+$89.8K
|
+4,660
|
+3%
|
|
|
17
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.14M
|
+$125K
|
+6,506
|
+4%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$3.11M
|
+$427K
|
+22,144
|
+15%
|
|
|
19
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.02M
|
+$20.7K
|
+1,072
|
+0.6%
|
|
|
20
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.63M
|
+$1.03M
|
+53,576
|
+59%
|
|
|
21
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.59M
|
+$83.3K
|
+4,320
|
+3%
|
|
|
22
|
Pring Turner Capital Group
Alamo,
California
|
$2.59M
|
-$70.5K
|
-3,660
|
-3%
|
|
|
23
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.52M
|
-$168K
|
-8,742
|
-6%
|
|
|
24
|
|
$2.15M
|
+$2.28M
|
+118,264
|
New
|
|
|
25
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.07M
|
+$74K
|
+3,840
|
+3%
|
|
