|
1
|
Creative Planning
Overland Park,
Kansas
|
$276M
|
+$101M
|
+3,102,983
|
+49%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$70.7M
|
+$2.52M
|
+77,294
|
+3%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$12.9M
|
+$14.3M
|
+439,860
|
New
|
|
|
4
|
Advisory Alpha
Holland,
Michigan
|
$12.9M
|
+$11.2M
|
+342,834
|
+695%
|
|
|
5
|
Waller Financial Planning Group
Columbus,
Ohio
|
$12.5M
|
+$13.8M
|
+424,321
|
New
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
-$42.5M
|
-1,306,649
|
-77%
|
|
|
7
|
|
$10.9M
|
+$5.17M
|
+158,687
|
+75%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$8.56M
|
+$6.39M
|
+196,350
|
+207%
|
|
|
9
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.54M
|
+$1.06M
|
+32,467
|
+13%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.33M
|
-$3.83M
|
-117,674
|
-29%
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7.03M
|
-$1.04M
|
-31,889
|
-12%
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.67M
|
+$393K
|
+12,067
|
+6%
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$6.44M
|
+$2.07M
|
+63,676
|
+41%
|
|
|
14
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$6.35M
|
–
|
–
|
–
|
|
|
15
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.15M
|
+$1.63M
|
+49,942
|
+31%
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$6.14M
|
+$6.79M
|
+208,574
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.03M
|
-$1.24M
|
-38,087
|
-18%
|
|
|
18
|
WrapManager Inc
Mill Valley,
California
|
$4.67M
|
-$48.1K
|
-1,478
|
-0.9%
|
|
|
19
|
Wealthquest
Cincinnati,
Ohio
|
$4.53M
|
+$5.02M
|
+154,043
|
New
|
|
|
20
|
Stringer Asset Management
Memphis,
Tennessee
|
$4.29M
|
-$1.67M
|
-51,379
|
-26%
|
|
|
21
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.16M
|
-$406K
|
-12,479
|
-8%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.96M
|
+$413K
|
+12,698
|
+10%
|
|
|
23
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$3.92M
|
+$4.34M
|
+133,300
|
New
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$3.82M
|
-$751K
|
-23,082
|
-15%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$3.54M
|
+$3.92M
|
+120,427
|
New
|
|
