|
1
|
Creative Planning
Overland Park,
Kansas
|
$114M
|
+$107M
|
+3,112,227
|
+2,077%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$84.3M
|
-$5.77M
|
-167,862
|
-6%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.2M
|
-$181K
|
-5,272
|
-1%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$8.89M
|
+$1.12M
|
+32,530
|
+15%
|
|
|
5
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.48M
|
-$61.7K
|
-1,793
|
-0.7%
|
|
|
6
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.48M
|
+$248K
|
+7,209
|
+3%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.88M
|
+$6.79M
|
+197,359
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.25M
|
+$4.18M
|
+121,539
|
+211%
|
|
|
9
|
WrapManager Inc
Mill Valley,
California
|
$5.72M
|
+$624K
|
+18,143
|
+12%
|
|
|
10
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.56M
|
-$131K
|
-3,799
|
-2%
|
|
|
11
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5.17M
|
-$257K
|
-7,478
|
-5%
|
|
|
12
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$5.06M
|
+$782K
|
+22,735
|
+19%
|
|
|
13
|
|
$5M
|
+$2.97M
|
+86,318
|
+151%
|
|
|
14
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.96M
|
+$99.7K
|
+2,898
|
+2%
|
|
|
15
|
Jackson Wealth Management
Lake Mary,
Florida
|
$4.05M
|
-$244K
|
-7,102
|
-6%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$3.79M
|
-$1.17M
|
-33,950
|
-24%
|
|
|
17
|
|
$3.51M
|
+$1.34M
|
+38,834
|
+63%
|
|
|
18
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$3.16M
|
+$121K
|
+3,509
|
+4%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$3.15M
|
+$2.08M
|
+60,372
|
+202%
|
|
|
20
|
Chemung Canal Trust
Elmira,
New York
|
$3.14M
|
–
|
–
|
–
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.04M
|
+$60.4K
|
+1,757
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
+$260K
|
+7,547
|
+9%
|
|
|
23
|
Copperwynd Financial
Scottsdale,
Arizona
|
$2.9M
|
+$2.86M
|
+83,094
|
New
|
|
|
24
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$2.82M
|
+$697K
|
+20,254
|
+33%
|
|
|
25
|
Lenox Wealth Advisors
New York
|
$2.79M
|
+$2.75M
|
+80,060
|
New
|
|
