|
1
|
Creative Planning
Overland Park,
Kansas
|
$312M
|
+$21.2M
|
+1,131,492
|
+7%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$199M
|
+$39.1M
|
+2,083,882
|
+24%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$22.9M
|
+$13M
|
+695,948
|
+121%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$17.6M
|
+$1.1M
|
+58,742
|
+7%
|
|
|
5
|
FutureAdvisor
San Francisco,
California
|
$15.6M
|
+$4.63M
|
+247,054
|
+42%
|
|
|
6
|
|
$14.9M
|
+$15M
|
+801,046
|
New
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$13.9M
|
+$65.8K
|
+3,510
|
+0.5%
|
|
|
8
|
3D Asset Management
Hartford,
Connecticut
|
$13M
|
+$62.7K
|
+3,342
|
+0.5%
|
|
|
9
|
Whitnell & Co
Oak Brook,
Illinois
|
$10.6M
|
-$768K
|
-40,936
|
-7%
|
|
|
10
|
Valentine Ventures
Bend,
Oregon
|
$8.03M
|
-$91.8K
|
-4,894
|
-1%
|
|
|
11
|
Suntrust Banks
Atlanta,
Georgia
|
$6.83M
|
+$827K
|
+44,110
|
+14%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.47M
|
-$382K
|
-20,378
|
-6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.85M
|
+$4.89M
|
+261,046
|
New
|
|
|
14
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4.84M
|
+$93K
|
+4,962
|
+2%
|
|
|
15
|
Krilogy Financial
St. Louis,
Missouri
|
$4.79M
|
+$4.82M
|
+257,324
|
New
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.03M
|
+$946K
|
+50,476
|
+30%
|
|
|
17
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$3.56M
|
+$91.6K
|
+4,884
|
+3%
|
|
|
18
|
|
$3.54M
|
+$2.55M
|
+136,178
|
+251%
|
|
|
19
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.41M
|
+$9.04K
|
+482
|
+0.3%
|
|
|
20
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.33M
|
+$115K
|
+6,138
|
+4%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$2.75M
|
-$440K
|
-23,478
|
-14%
|
|
|
22
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.64M
|
-$49.4K
|
-2,632
|
-2%
|
|
|
23
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.58M
|
-$79.2K
|
-4,222
|
-3%
|
|
|
24
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.56M
|
-$24.9K
|
-1,326
|
-1%
|
|
|
25
|
Pring Turner Capital Group
Alamo,
California
|
$2.43M
|
-$221K
|
-11,810
|
-8%
|
|
