|
1
|
Creative Planning
Overland Park,
Kansas
|
$412M
|
+$30.1M
|
+1,566,194
|
+9%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$281M
|
+$23.3M
|
+1,212,448
|
+10%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$32.8M
|
+$410K
|
+21,300
|
+1%
|
|
|
4
|
|
$23.2M
|
+$2.36M
|
+122,684
|
+12%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$19.9M
|
+$587K
|
+30,546
|
+3%
|
|
|
6
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17.7M
|
+$3.27M
|
+170,282
|
+25%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$15.2M
|
-$205K
|
-10,646
|
-1%
|
|
|
8
|
|
$12.2M
|
+$3.39M
|
+176,476
|
+43%
|
|
|
9
|
Avalon Capital Management
Port Of Redwood City,
California
|
$11.8M
|
+$8.25M
|
+429,118
|
+303%
|
|
|
10
|
Whitnell & Co
Oak Brook,
Illinois
|
$11.5M
|
-$266K
|
-13,828
|
-2%
|
|
|
11
|
Gratus Capital
Atlanta,
Georgia
|
$9.01M
|
-$937K
|
-48,722
|
-10%
|
|
|
12
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$8.95M
|
+$8.22M
|
+427,352
|
+8,682%
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$8.81M
|
+$554K
|
+28,806
|
+7%
|
|
|
14
|
Allianz Asset Management
Munich,
Germany
|
$8.74M
|
+$1.38M
|
+71,584
|
+20%
|
|
|
15
|
Suntrust Banks
Atlanta,
Georgia
|
$6.66M
|
-$1.46K
|
-76
|
-0%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.42M
|
+$136K
|
+7,076
|
+2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5.21M
|
+$2.38M
|
+123,632
|
+97%
|
|
|
18
|
Krilogy Financial
St. Louis,
Missouri
|
$5.03M
|
+$4.67M
|
+242,912
|
New
|
|
|
19
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.77M
|
-$44.8K
|
-2,330
|
-9%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.37M
|
-$115K
|
-5,968
|
-3%
|
|
|
21
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$4M
|
+$282K
|
+14,672
|
+8%
|
|
|
22
|
|
$3.97M
|
+$2.98M
|
+154,926
|
+422%
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3.79M
|
+$3.53M
|
+183,340
|
New
|
|
|
24
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.7M
|
-$221K
|
-11,502
|
-6%
|
|
|
25
|
Valentine Ventures
Bend,
Oregon
|
$3.59M
|
-$4.5M
|
-233,818
|
-57%
|
|
