|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.77B
|
+$161M
|
+3,400,754
|
+10%
|
|
|
2
|
Tiedemann Advisors
New York
|
$322M
|
-$28.9M
|
-611,362
|
-8%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$311M
|
+$2.66M
|
+56,360
|
+0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$286M
|
-$46.4M
|
-981,891
|
-14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.6M
|
-$30.5M
|
-645,951
|
-41%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$41.9M
|
+$3.39M
|
+71,889
|
+9%
|
|
|
7
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$36.9M
|
+$15.1M
|
+319,795
|
+72%
|
|
|
8
|
Waller Financial Planning Group
Columbus,
Ohio
|
$35.7M
|
+$884K
|
+18,722
|
+2%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$33.9M
|
+$1.79M
|
+37,952
|
+5%
|
|
|
10
|
|
$33.4M
|
+$2.34M
|
+49,528
|
+7%
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$32.4M
|
+$3.01M
|
+63,801
|
+10%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$29.3M
|
-$2.18M
|
-46,240
|
-7%
|
|
|
13
|
Good Life Advisors
Reading,
Pennsylvania
|
$26.8M
|
+$1.3M
|
+27,631
|
+5%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$26.5M
|
+$4.68M
|
+99,104
|
+21%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.1M
|
-$9.38M
|
-198,668
|
-28%
|
|
|
16
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$22.9M
|
-$147K
|
-3,115
|
-0.6%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$22.4M
|
+$448K
|
+9,495
|
+2%
|
|
|
18
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$21.6M
|
-$7.98M
|
-169,041
|
-27%
|
|
|
19
|
Peterson Wealth Advisors
Orem,
Utah
|
$21.5M
|
+$297K
|
+6,288
|
+1%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$19.5M
|
+$1.25M
|
+26,497
|
+7%
|
|
|
21
|
O'Donnell Financial Services
San Rafael,
California
|
$17.2M
|
+$17.6M
|
+372,775
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$14.4M
|
+$1.26M
|
+26,758
|
+9%
|
|
|
23
|
Founders Financial Securities
Towson,
Maryland
|
$13.6M
|
-$3.87K
|
-82
|
-0%
|
|
|
24
|
Horizon Investments
Charlotte,
North Carolina
|
$13.6M
|
-$83M
|
-1,757,472
|
-86%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$619K
|
+13,113
|
+5%
|
|
