|
1
|
Creative Planning
Overland Park,
Kansas
|
$420M
|
+$105M
|
+3,214,996
|
+34%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$76.2M
|
-$3.84M
|
-117,536
|
-5%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$40.3M
|
+$25.2M
|
+769,837
|
+175%
|
|
|
4
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$22.7M
|
+$22.2M
|
+680,160
|
New
|
|
|
5
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$17.7M
|
+$17.3M
|
+529,938
|
New
|
|
|
6
|
Waller Financial Planning Group
Columbus,
Ohio
|
$15.7M
|
+$959K
|
+29,336
|
+7%
|
|
|
7
|
Advisory Alpha
Holland,
Michigan
|
$14M
|
+$613K
|
+18,769
|
+5%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$12.8M
|
+$3.02M
|
+92,525
|
+32%
|
|
|
9
|
|
$11.6M
|
-$702K
|
-21,478
|
-6%
|
|
|
10
|
Peterson Wealth Advisors
Orem,
Utah
|
$10.4M
|
+$401K
|
+12,256
|
+4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
-$2.69M
|
-82,194
|
-21%
|
|
|
12
|
Winch Advisory Services
Appleton,
Wisconsin
|
$9.56M
|
+$9.38M
|
+286,839
|
New
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.43M
|
-$10.4K
|
-317
|
-0.1%
|
|
|
14
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.24M
|
+$3.33M
|
+101,821
|
+58%
|
|
|
15
|
|
$8.61M
|
+$4.56M
|
+139,504
|
+117%
|
|
|
16
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.58M
|
+$1.01M
|
+30,767
|
+14%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$7.83M
|
+$523K
|
+16,001
|
+7%
|
|
|
18
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$7.57M
|
+$596K
|
+18,221
|
+9%
|
|
|
19
|
WrapManager Inc
Mill Valley,
California
|
$7.12M
|
+$1.8M
|
+55,003
|
+35%
|
|
|
20
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$6.84M
|
+$2.83M
|
+86,455
|
+73%
|
|
|
21
|
Colony Group
Boston,
Massachusetts
|
$6.5M
|
-$440K
|
-13,450
|
-6%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.5M
|
+$4.92M
|
+150,599
|
+339%
|
|
|
23
|
ERn Financial LLC
Middleton,
Wisconsin
|
$5.84M
|
+$3.34M
|
+102,214
|
+150%
|
|
|
24
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$5.66M
|
+$5.55M
|
+169,740
|
New
|
|
|
25
|
Wealthquest
Cincinnati,
Ohio
|
$5.59M
|
+$453K
|
+13,845
|
+9%
|
|
