|
1
|
Creative Planning
Overland Park,
Kansas
|
$818M
|
+$74M
|
+2,252,313
|
+10%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$258M
|
-$9.13M
|
-277,911
|
-3%
|
|
|
3
|
Tiedemann Advisors
New York
|
$247M
|
+$672K
|
+20,443
|
+0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$93.3M
|
+$22.9M
|
+697,623
|
+32%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$71M
|
-$7.49M
|
-227,892
|
-9%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$28M
|
+$8.89M
|
+270,492
|
+46%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
+$3.39M
|
+103,039
|
+14%
|
|
|
8
|
Waller Financial Planning Group
Columbus,
Ohio
|
$21.3M
|
+$489K
|
+14,879
|
+2%
|
|
|
9
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$21.1M
|
+$2.99M
|
+91,068
|
+16%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$20.6M
|
+$4.98M
|
+151,674
|
+32%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$19.9M
|
+$378K
|
+11,509
|
+2%
|
|
|
12
|
|
$19.7M
|
+$437K
|
+13,295
|
+2%
|
|
|
13
|
Horizon Investments
Charlotte,
North Carolina
|
$19.1M
|
+$10.9M
|
+332,055
|
+132%
|
|
|
14
|
Good Life Advisors
Reading,
Pennsylvania
|
$17.6M
|
+$1.57M
|
+47,698
|
+10%
|
|
|
15
|
Frontier Wealth Management
Kansas City,
Missouri
|
$16.9M
|
-$256K
|
-7,796
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$1.24M
|
+37,695
|
+8%
|
|
|
17
|
Peterson Wealth Advisors
Orem,
Utah
|
$13.6M
|
-$39.8K
|
-1,211
|
-0.3%
|
|
|
18
|
M Holdings Securities
Portland,
Oregon
|
$12.1M
|
-$82.5K
|
-2,512
|
-0.7%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$9.94M
|
+$543K
|
+16,525
|
+6%
|
|
|
20
|
Founders Financial Securities
Towson,
Maryland
|
$9.55M
|
+$1.04M
|
+31,745
|
+12%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$9.47M
|
-$532K
|
-16,191
|
-5%
|
|
|
22
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$9.21M
|
+$985K
|
+29,972
|
+12%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$8.96M
|
+$693K
|
+21,096
|
+8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.68M
|
+$724K
|
+22,023
|
+9%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.56M
|
-$79K
|
-2,405
|
-0.9%
|
|
