|
1
|
Creative Planning
Overland Park,
Kansas
|
$564M
|
+$66.2M
|
+1,964,745
|
+13%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$75.3M
|
-$1.6M
|
-47,400
|
-2%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$41.4M
|
-$710K
|
-21,055
|
-2%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.2M
|
-$2.98M
|
-88,505
|
-8%
|
|
|
5
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$28.9M
|
-$3.01M
|
-89,447
|
-9%
|
|
|
6
|
Waller Financial Planning Group
Columbus,
Ohio
|
$17.4M
|
+$455K
|
+13,494
|
+3%
|
|
|
7
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$17M
|
+$1.55M
|
+46,136
|
+10%
|
|
|
8
|
Advisory Alpha
Holland,
Michigan
|
$15.6M
|
+$643K
|
+19,087
|
+4%
|
|
|
9
|
William Blair & Company
Chicago,
Illinois
|
$13.1M
|
+$33.4K
|
+990
|
+0.3%
|
|
|
10
|
Clear Creek Financial Management
Silverdale,
Washington
|
$12.2M
|
-$4.27M
|
-126,725
|
-27%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$11.8M
|
+$613K
|
+18,198
|
+6%
|
|
|
12
|
Peterson Wealth Advisors
Orem,
Utah
|
$11.5M
|
+$526K
|
+15,600
|
+5%
|
|
|
13
|
Executive Wealth Management
Brighton,
Michigan
|
$11.1M
|
+$694K
|
+20,588
|
+7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
-$1.02M
|
-30,392
|
-9%
|
|
|
15
|
Winch Advisory Services
Appleton,
Wisconsin
|
$9.88M
|
+$14.8K
|
+440
|
+0.2%
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$8.72M
|
+$176K
|
+5,232
|
+2%
|
|
|
17
|
|
$8.69M
|
-$1.55M
|
-45,958
|
-15%
|
|
|
18
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$8.45M
|
+$688K
|
+20,405
|
+9%
|
|
|
19
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$8.13M
|
-$9.81M
|
-291,209
|
-55%
|
|
|
20
|
WrapManager Inc
Mill Valley,
California
|
$7.88M
|
+$399K
|
+11,844
|
+5%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$7.74M
|
+$2.09M
|
+62,095
|
+37%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$7.57M
|
+$7.56M
|
+224,387
|
New
|
|
|
23
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$7.53M
|
+$241K
|
+7,136
|
+3%
|
|
|
24
|
Windsor Capital Management
Phoenix,
Arizona
|
$6.71M
|
+$1.59M
|
+47,212
|
+31%
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$6.62M
|
+$10.2K
|
+303
|
+0.2%
|
|
