|
1
|
Creative Planning
Overland Park,
Kansas
|
$713M
|
+$104M
|
+3,549,669
|
+18%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$256M
|
+$57M
|
+1,952,228
|
+31%
|
|
|
3
|
Tiedemann Advisors
New York
|
$236M
|
+$82.4M
|
+2,819,229
|
+60%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$75.1M
|
+$65.8M
|
+2,250,883
|
+1,478%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$67.6M
|
+$39.5M
|
+1,353,301
|
+167%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$23M
|
+$17.3M
|
+590,895
|
+407%
|
|
|
7
|
Waller Financial Planning Group
Columbus,
Ohio
|
$19.9M
|
+$1.85M
|
+63,311
|
+11%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$18.7M
|
+$17.5M
|
+599,889
|
New
|
|
|
9
|
|
$18.4M
|
+$761K
|
+26,054
|
+5%
|
|
|
10
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$18.4M
|
+$11.9M
|
+406,940
|
+224%
|
|
|
11
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$17.4M
|
+$3.74M
|
+127,943
|
+30%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$16.5M
|
+$5.46M
|
+186,820
|
+55%
|
|
|
13
|
Good Life Advisors
Reading,
Pennsylvania
|
$15.3M
|
+$13M
|
+444,545
|
+967%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$15M
|
+$11.5M
|
+392,535
|
+453%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$6.67M
|
+228,470
|
+98%
|
|
|
16
|
Peterson Wealth Advisors
Orem,
Utah
|
$13.1M
|
+$1.48M
|
+50,781
|
+14%
|
|
|
17
|
M Holdings Securities
Portland,
Oregon
|
$11.6M
|
-$344K
|
-11,786
|
-3%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$9.58M
|
+$7.02M
|
+240,237
|
+362%
|
|
|
19
|
Lenox Wealth Advisors
New York
|
$9.12M
|
+$59.7K
|
+2,043
|
+0.7%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$9.01M
|
+$379K
|
+12,978
|
+5%
|
|
|
21
|
Financial Strategies Group
Okemos,
Michigan
|
$8.92M
|
+$700K
|
+23,957
|
+9%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.28M
|
+$328K
|
+11,235
|
+4%
|
|
|
23
|
Founders Financial Securities
Towson,
Maryland
|
$8.15M
|
+$6.76M
|
+231,551
|
+789%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$7.91M
|
-$4.66M
|
-159,661
|
-39%
|
|
|
25
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.89M
|
+$57.3K
|
+1,960
|
+0.8%
|
|
