|
1
|
Creative Planning
Overland Park,
Kansas
|
$698M
|
+$91.1M
|
+2,613,301
|
+16%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$78.1M
|
-$2.25M
|
-64,490
|
-3%
|
|
|
3
|
Waddell & Associates
Memphis,
Tennessee
|
$43.7M
|
-$530K
|
-15,207
|
-1%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.8M
|
+$1.3M
|
+37,276
|
+4%
|
|
|
5
|
Marcum Wealth
Cleveland,
Ohio
|
$29.1M
|
+$28M
|
+803,046
|
New
|
|
|
6
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$22.5M
|
-$8.07M
|
-231,526
|
-27%
|
|
|
7
|
Advisory Alpha
Holland,
Michigan
|
$19.3M
|
+$2.05M
|
+58,743
|
+12%
|
|
|
8
|
Waller Financial Planning Group
Columbus,
Ohio
|
$18.7M
|
+$448K
|
+12,857
|
+3%
|
|
|
9
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$14.6M
|
+$8.4M
|
+241,011
|
+148%
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$14M
|
+$76.5K
|
+2,194
|
+0.6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
+$2.36M
|
+67,768
|
+22%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$12.7M
|
+$160K
|
+4,590
|
+1%
|
|
|
13
|
Peterson Wealth Advisors
Orem,
Utah
|
$12.2M
|
-$56K
|
-1,607
|
-0.5%
|
|
|
14
|
Executive Wealth Management
Brighton,
Michigan
|
$12.1M
|
+$155K
|
+4,446
|
+1%
|
|
|
15
|
Winch Advisory Services
Appleton,
Wisconsin
|
$10.3M
|
-$208K
|
-5,972
|
-2%
|
|
|
16
|
|
$9.7M
|
+$393K
|
+11,263
|
+4%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$9.27M
|
-$56.6K
|
-1,625
|
-0.6%
|
|
|
18
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.2M
|
-$8.65M
|
-248,153
|
-49%
|
|
|
19
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$9.12M
|
+$86.1K
|
+2,469
|
+1%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$8.95M
|
+$655K
|
+18,787
|
+8%
|
|
|
21
|
WrapManager Inc
Mill Valley,
California
|
$8.87M
|
+$427K
|
+12,238
|
+5%
|
|
|
22
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$8.18M
|
-$495K
|
-14,204
|
-6%
|
|
|
23
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$8.15M
|
+$105K
|
+3,008
|
+1%
|
|
|
24
|
|
$8.07M
|
+$6.84M
|
+196,143
|
+736%
|
|
|
25
|
Windsor Capital Management
Phoenix,
Arizona
|
$7.89M
|
+$694K
|
+19,913
|
+10%
|
|
