|
1
|
Creative Planning
Overland Park,
Kansas
|
$310M
|
-$463K
|
-24,996
|
-0.1%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$270M
|
+$54.4M
|
+2,937,939
|
+25%
|
|
|
3
|
SVA Wealth Management
Madison,
Wisconsin
|
$96.1M
|
+$856K
|
+46,188
|
+0.9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$89.8M
|
+$1.28M
|
+69,024
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$88.9M
|
+$5.67M
|
+306,114
|
+7%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$84.6M
|
+$1.2M
|
+65,016
|
+1%
|
|
|
7
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$68.7M
|
-$1.01M
|
-54,294
|
-1%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$67M
|
-$1.16M
|
-62,676
|
-2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$65.8M
|
+$20.7M
|
+1,120,050
|
+46%
|
|
|
10
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$62.7M
|
+$871K
|
+47,019
|
+1%
|
|
|
11
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$57M
|
-$17M
|
-917,199
|
-23%
|
|
|
12
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$56.7M
|
+$3.29M
|
+177,612
|
+6%
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
$50.2M
|
+$582K
|
+31,431
|
+1%
|
|
|
14
|
First Mercantile Trust
Cordova,
Tennessee
|
$46.1M
|
-$1.53M
|
-82,650
|
-4%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$45.4M
|
+$2.52M
|
+136,056
|
+6%
|
|
|
16
|
Investment Security Group
Denver,
Colorado
|
$43.2M
|
+$427K
|
+23,070
|
+1%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$39.9M
|
–
|
–
|
–
|
|
|
18
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$39M
|
-$25.8M
|
-1,391,703
|
-40%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$38.7M
|
+$3.37M
|
+181,662
|
+10%
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
$38.6M
|
-$197K
|
-10,626
|
-0.5%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.9M
|
-$36.6K
|
-1,977
|
-0.1%
|
|
|
22
|
Parsec Financial Management
Asheville,
North Carolina
|
$37.5M
|
-$1.14M
|
-61,335
|
-3%
|
|
|
23
|
Resource Management
Metairie,
Louisiana
|
$33.2M
|
+$1.36M
|
+73,338
|
+4%
|
|
|
24
|
AJ Wealth Strategies
New York
|
$32.2M
|
+$4.14M
|
+223,671
|
+15%
|
|
|
25
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$31.3M
|
+$329K
|
+17,754
|
+1%
|
|
