|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.65B
|
+$114M
|
+2,408,576
|
+7%
|
|
|
2
|
Tiedemann Advisors
New York
|
$359M
|
-$3.14M
|
-66,062
|
-0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$339M
|
+$60M
|
+1,263,869
|
+21%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$315M
|
-$6.12M
|
-128,926
|
-2%
|
|
|
5
|
Horizon Investments
Charlotte,
North Carolina
|
$96.9M
|
-$52.4M
|
-1,104,457
|
-35%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.1M
|
-$12.4M
|
-261,616
|
-14%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$49.2M
|
-$37.8M
|
-797,133
|
-43%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$39.5M
|
+$2.79M
|
+58,761
|
+8%
|
|
|
9
|
Waller Financial Planning Group
Columbus,
Ohio
|
$35.7M
|
+$597K
|
+12,588
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$34M
|
-$1.03M
|
-21,760
|
-3%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$32.9M
|
+$3.68M
|
+77,494
|
+13%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$32.2M
|
+$573K
|
+12,075
|
+2%
|
|
|
13
|
|
$31.9M
|
-$9.04M
|
-190,573
|
-22%
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$30.1M
|
+$6.24M
|
+131,588
|
+26%
|
|
|
15
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$30.1M
|
-$297K
|
-6,252
|
-1%
|
|
|
16
|
Good Life Advisors
Reading,
Pennsylvania
|
$26.1M
|
+$1.38M
|
+29,035
|
+6%
|
|
|
17
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$23.5M
|
+$9.96M
|
+209,938
|
+73%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$22.4M
|
-$522K
|
-11,010
|
-2%
|
|
|
19
|
Frontier Wealth Management
Kansas City,
Missouri
|
$22.4M
|
-$1.7M
|
-35,801
|
-7%
|
|
|
20
|
Peterson Wealth Advisors
Orem,
Utah
|
$21.7M
|
+$1.61M
|
+33,885
|
+8%
|
|
|
21
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$21.1M
|
+$2.42M
|
+50,917
|
+13%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
+$974K
|
+20,518
|
+5%
|
|
|
23
|
M Holdings Securities
Portland,
Oregon
|
$16.6M
|
-$169K
|
-3,568
|
-1%
|
|
|
24
|
Founders Financial Securities
Towson,
Maryland
|
$13.9M
|
+$342K
|
+7,217
|
+3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
+$2.36M
|
+49,793
|
+21%
|
|
