|
1
|
Creative Planning
Overland Park,
Kansas
|
$364M
|
+$31M
|
+1,584,788
|
+9%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$245M
|
+$32M
|
+1,635,648
|
+15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$31M
|
+$5.71M
|
+292,284
|
+23%
|
|
|
4
|
|
$19.7M
|
+$19.5M
|
+996,092
|
New
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$18.5M
|
-$274K
|
-14,006
|
-1%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$14.8M
|
-$63.5K
|
-3,250
|
-0.4%
|
|
|
7
|
Tradewinds Capital Management
Bellingham,
Washington
|
$13.6M
|
+$8.28M
|
+423,712
|
+163%
|
|
|
8
|
3D Asset Management
Hartford,
Connecticut
|
$13.2M
|
-$631K
|
-32,310
|
-5%
|
|
|
9
|
TMFS Holdings
Overland Park,
Kansas
|
$13M
|
+$12.8M
|
+655,850
|
New
|
|
|
10
|
Piershale Financial Group
Barrington,
Illinois
|
$12.6M
|
+$12.4M
|
+634,104
|
New
|
|
|
11
|
Whitnell & Co
Oak Brook,
Illinois
|
$11.3M
|
+$16.1K
|
+824
|
+0.1%
|
|
|
12
|
Gratus Capital
Atlanta,
Georgia
|
$9.59M
|
+$9.45M
|
+483,864
|
New
|
|
|
13
|
|
$8.19M
|
+$4.35M
|
+222,652
|
+117%
|
|
|
14
|
Valentine Ventures
Bend,
Oregon
|
$8.07M
|
-$483K
|
-24,730
|
-6%
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$7.87M
|
+$6.9M
|
+353,224
|
+808%
|
|
|
16
|
Allianz Asset Management
Munich,
Germany
|
$6.95M
|
+$6.85M
|
+350,552
|
New
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$6.37M
|
-$897K
|
-45,914
|
-12%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.34M
|
-$544K
|
-27,840
|
-8%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.01M
|
+$5.92M
|
+303,094
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.21M
|
+$40.9K
|
+2,092
|
+0.8%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.3M
|
+$11.1K
|
+566
|
+0.3%
|
|
|
22
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$4.28M
|
+$478K
|
+24,460
|
+13%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.77M
|
+$138K
|
+7,088
|
+4%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.63M
|
+$82.4K
|
+4,220
|
+2%
|
|
|
25
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$3.53M
|
+$3.48M
|
+178,302
|
New
|
|
