|
1
|
Creative Planning
Overland Park,
Kansas
|
$488M
|
-$64.7K
|
-1,977
|
-0%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$158M
|
+$204M
|
+6,242,106
|
New
|
|
|
3
|
Tiedemann Advisors
New York
|
$120M
|
+$155M
|
+4,730,517
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.5M
|
+$21.2M
|
+648,025
|
+402%
|
|
|
5
|
Waller Financial Planning Group
Columbus,
Ohio
|
$14.5M
|
+$1.89M
|
+57,647
|
+11%
|
|
|
6
|
|
$14.3M
|
+$9.67M
|
+295,696
|
+110%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12.3M
|
-$4.5M
|
-137,650
|
-22%
|
|
|
8
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$10.9M
|
+$806K
|
+24,656
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
+$1.42M
|
+43,332
|
+12%
|
|
|
10
|
M Holdings Securities
Portland,
Oregon
|
$9.73M
|
+$12.6M
|
+384,083
|
New
|
|
|
11
|
Peterson Wealth Advisors
Orem,
Utah
|
$9.33M
|
+$1.03M
|
+31,379
|
+9%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$8.61M
|
+$7.06M
|
+215,813
|
+174%
|
|
|
13
|
Spearhead Capital Advisors
Wellington,
Florida
|
$8.19M
|
+$10.6M
|
+323,162
|
New
|
|
|
14
|
Lenox Wealth Advisors
New York
|
$7.34M
|
+$5.37M
|
+164,133
|
+131%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$6.97M
|
+$918K
|
+28,076
|
+11%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$6.75M
|
+$8.72M
|
+266,480
|
New
|
|
|
17
|
Financial Strategies Group
Okemos,
Michigan
|
$6.62M
|
+$8.55M
|
+261,493
|
New
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$6.62M
|
-$4.13M
|
-126,180
|
-33%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.42M
|
+$5.84M
|
+178,542
|
+238%
|
|
|
20
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$6.34M
|
+$7.93M
|
+242,555
|
+3,070%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.93M
|
+$2M
|
+61,125
|
+35%
|
|
|
22
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$5.78M
|
+$7.47M
|
+228,270
|
New
|
|
|
23
|
Windsor Capital Management
Phoenix,
Arizona
|
$5.76M
|
+$308K
|
+9,415
|
+4%
|
|
|
24
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$5.43M
|
-$347K
|
-10,603
|
-5%
|
|
|
25
|
Pure Financial Advisors
San Diego,
California
|
$5.31M
|
-$1.51M
|
-46,286
|
-18%
|
|
