|
1
|
Creative Planning
Overland Park,
Kansas
|
$466M
|
+$32.2M
|
+1,562,252
|
+8%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$332M
|
+$35.5M
|
+1,720,618
|
+13%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$126M
|
+$118M
|
+5,694,428
|
+5,317%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$35M
|
+$33.2M
|
+1,609,686
|
New
|
|
|
5
|
|
$27.4M
|
+$2.99M
|
+145,036
|
+13%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$20.3M
|
-$582K
|
-28,214
|
-3%
|
|
|
7
|
Tradewinds Capital Management
Bellingham,
Washington
|
$19.2M
|
+$583K
|
+28,272
|
+3%
|
|
|
8
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$18M
|
+$8.22M
|
+398,296
|
+92%
|
|
|
9
|
|
$16.2M
|
+$3.27M
|
+158,356
|
+27%
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$15.5M
|
-$451K
|
-21,850
|
-3%
|
|
|
11
|
Avalon Capital Management
Port Of Redwood City,
California
|
$14.2M
|
+$1.67M
|
+80,808
|
+14%
|
|
|
12
|
Whitnell & Co
Oak Brook,
Illinois
|
$11.7M
|
-$400K
|
-19,396
|
-3%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.2M
|
+$9.65M
|
+467,710
|
New
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$9.35M
|
+$101K
|
+4,870
|
+1%
|
|
|
15
|
Gratus Capital
Atlanta,
Georgia
|
$9.17M
|
-$267K
|
-12,952
|
-3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$8.09M
|
-$25.3M
|
-1,224,284
|
-77%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$7.87M
|
+$2.29M
|
+110,908
|
+44%
|
|
|
18
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$7.63M
|
+$3.46M
|
+167,856
|
+92%
|
|
|
19
|
Suntrust Banks
Atlanta,
Georgia
|
$6.88M
|
-$98.4K
|
-4,768
|
-1%
|
|
|
20
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.77M
|
+$34.8K
|
+1,686
|
+0.5%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.48M
|
+$1.8M
|
+87,126
|
+41%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.33M
|
+$6.02M
|
+291,630
|
New
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$6.25M
|
+$928K
|
+44,974
|
+19%
|
|
|
24
|
Piershale Financial Group
Barrington,
Illinois
|
$4.44M
|
+$4.22M
|
+204,280
|
New
|
|
|
25
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$4.23M
|
+$34.7K
|
+1,682
|
+0.9%
|
|
