|
1
|
Creative Planning
Overland Park,
Kansas
|
$559M
|
+$56.6M
|
+2,764,560
|
+11%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$477M
|
+$87.2M
|
+4,255,560
|
+22%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$88.2M
|
-$61.4M
|
-2,999,172
|
-41%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38M
|
+$4.02M
|
+196,360
|
+12%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$35.4M
|
+$7.26M
|
+354,600
|
+26%
|
|
|
6
|
|
$31.1M
|
+$1.63M
|
+79,774
|
+6%
|
|
|
7
|
|
$26.2M
|
+$2.67M
|
+130,368
|
+11%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$21.6M
|
+$817K
|
+39,868
|
+4%
|
|
|
9
|
Catalyst Capital Advisors
Huntington,
New York
|
$16.3M
|
–
|
–
|
–
|
|
|
10
|
Millburn Ridgefield Corp
New York
|
$16.3M
|
–
|
–
|
–
|
|
|
11
|
Vigilant Capital Management
Portland,
Maine
|
$14.8M
|
+$191K
|
+9,326
|
+1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
+$663K
|
+32,366
|
+5%
|
|
|
13
|
Whitnell & Co
Oak Brook,
Illinois
|
$9.99M
|
-$196K
|
-9,568
|
-2%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$8.73M
|
+$1.18M
|
+57,442
|
+15%
|
|
|
15
|
Gratus Capital
Atlanta,
Georgia
|
$8.7M
|
+$2.7M
|
+131,876
|
+45%
|
|
|
16
|
National Planning Corporation
El Segundo,
California
|
$7.82M
|
-$47.2K
|
-2,304
|
-0.6%
|
|
|
17
|
Appleton Group
Appleton,
Wisconsin
|
$7.51M
|
-$185K
|
-9,052
|
-2%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.24M
|
+$626K
|
+30,568
|
+9%
|
|
|
19
|
Moneywise Inc
Forest,
Virginia
|
$7.11M
|
+$540K
|
+26,374
|
+8%
|
|
|
20
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.88M
|
-$5.68M
|
-277,468
|
-45%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.57M
|
+$89K
|
+4,346
|
+1%
|
|
|
22
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$6.35M
|
-$3.46M
|
-169,152
|
-35%
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$6.26M
|
-$264K
|
-12,906
|
-4%
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.06M
|
+$1.11M
|
+54,204
|
+22%
|
|
|
25
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.95M
|
+$168K
|
+8,206
|
+3%
|
|
