|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.49B
|
+$158M
|
+3,608,826
|
+13%
|
|
|
2
|
Tiedemann Advisors
New York
|
$351M
|
+$5.28M
|
+120,375
|
+2%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$311M
|
-$16.5M
|
-376,963
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$271M
|
+$76.8M
|
+1,750,760
|
+42%
|
|
|
5
|
Horizon Investments
Charlotte,
North Carolina
|
$144M
|
+$139M
|
+3,156,299
|
New
|
|
|
6
|
PFS Investments
Duluth,
Georgia
|
$84M
|
+$80.5M
|
+1,835,038
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$83.8M
|
+$42.8M
|
+974,555
|
+114%
|
|
|
8
|
|
$39.6M
|
+$4.35M
|
+99,224
|
+13%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$35.6M
|
-$1.04M
|
-23,625
|
-3%
|
|
|
10
|
Waller Financial Planning Group
Columbus,
Ohio
|
$34M
|
-$259K
|
-5,894
|
-0.8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.9M
|
+$22.5M
|
+513,099
|
+225%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$30.6M
|
-$7.5M
|
-170,951
|
-20%
|
|
|
13
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$29.4M
|
-$350K
|
-7,967
|
-1%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$28.3M
|
-$2.77M
|
-63,091
|
-9%
|
|
|
15
|
Good Life Advisors
Reading,
Pennsylvania
|
$24M
|
-$166K
|
-3,790
|
-0.7%
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$23.3M
|
+$203K
|
+4,625
|
+0.9%
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
$23.2M
|
+$8.96M
|
+204,084
|
+67%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$22.2M
|
-$1.68M
|
-38,296
|
-7%
|
|
|
19
|
Peterson Wealth Advisors
Orem,
Utah
|
$19.5M
|
-$96K
|
-2,188
|
-0.5%
|
|
|
20
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$18.1M
|
+$2.26M
|
+51,451
|
+15%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$17.2M
|
+$2.79M
|
+63,587
|
+20%
|
|
|
22
|
M Holdings Securities
Portland,
Oregon
|
$16.2M
|
-$147K
|
-3,352
|
-0.9%
|
|
|
23
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$14.3M
|
+$13.7M
|
+313,000
|
New
|
|
|
24
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$13.2M
|
+$12.7M
|
+288,389
|
New
|
|
|
25
|
Founders Financial Securities
Towson,
Maryland
|
$13.2M
|
-$998K
|
-22,741
|
-7%
|
|
