|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.17B
|
+$141M
|
+3,799,219
|
+15%
|
|
|
2
|
Tiedemann Advisors
New York
|
$305M
|
-$1.13M
|
-30,387
|
-0.4%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$290M
|
-$27.4M
|
-737,844
|
-9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$168M
|
+$48.3M
|
+1,301,630
|
+46%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.6M
|
+$13.2M
|
+355,686
|
+71%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$34M
|
+$42.6K
|
+1,149
|
+0.1%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$32.4M
|
-$2.11M
|
-57,012
|
-7%
|
|
|
8
|
|
$31M
|
+$6.07M
|
+163,733
|
+27%
|
|
|
9
|
Waller Financial Planning Group
Columbus,
Ohio
|
$30.3M
|
+$3.61M
|
+97,454
|
+15%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$27.5M
|
+$1.88M
|
+50,808
|
+8%
|
|
|
11
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$26.3M
|
+$148K
|
+3,988
|
+0.6%
|
|
|
12
|
Good Life Advisors
Reading,
Pennsylvania
|
$21.3M
|
-$363K
|
-9,798
|
-2%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$21.2M
|
-$3.22M
|
-86,914
|
-14%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$20.4M
|
-$517K
|
-13,933
|
-3%
|
|
|
15
|
Peterson Wealth Advisors
Orem,
Utah
|
$17.3M
|
+$374K
|
+10,087
|
+2%
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$14.6M
|
+$3.89M
|
+104,936
|
+44%
|
|
|
17
|
M Holdings Securities
Portland,
Oregon
|
$14.5M
|
-$445K
|
-11,998
|
-3%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$12.8M
|
-$74.2K
|
-2,001
|
-0.7%
|
|
|
19
|
Founders Financial Securities
Towson,
Maryland
|
$12.5M
|
+$653K
|
+17,609
|
+6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
+$1.42M
|
+38,244
|
+14%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.3M
|
-$271K
|
-7,310
|
-3%
|
|
|
22
|
Financial Strategies Group
Okemos,
Michigan
|
$10M
|
+$571K
|
+15,392
|
+7%
|
|
|
23
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$9.58M
|
+$822K
|
+22,179
|
+10%
|
|
|
24
|
Windsor Capital Management
Phoenix,
Arizona
|
$9.55M
|
+$89K
|
+2,400
|
+1%
|
|
|
25
|
Lenox Wealth Advisors
New York
|
$9.47M
|
-$686K
|
-18,498
|
-7%
|
|
