|
1
|
Creative Planning
Overland Park,
Kansas
|
$2.2B
|
+$142M
|
+3,334,879
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$389M
|
+$19.1M
|
+450,565
|
+5%
|
|
|
3
|
Tiedemann Advisors
New York
|
$289M
|
-$1.84M
|
-43,457
|
-0.6%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$215M
|
-$90.9M
|
-2,141,115
|
-30%
|
|
|
5
|
Bridgeworth
Birmingham,
Alabama
|
$65.9M
|
+$58.7M
|
+1,381,769
|
+815%
|
|
|
6
|
RFG Advisory
Birmingham,
Alabama
|
$52.2M
|
+$9.91M
|
+233,394
|
+27%
|
|
|
7
|
Auto-Owners Insurance
Lansing,
Michigan
|
$44.2M
|
+$44.2M
|
+1,040,000
|
New
|
|
|
8
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$44M
|
+$44M
|
+1,036,294
|
New
|
|
|
9
|
|
$42.8M
|
-$5.86M
|
-137,937
|
-12%
|
|
|
10
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$42.6M
|
+$42.6M
|
+1,003,174
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$39.2M
|
+$9.76M
|
+229,939
|
+33%
|
|
|
12
|
Waller Financial Planning Group
Columbus,
Ohio
|
$34M
|
+$336K
|
+7,922
|
+1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$33M
|
-$37.7M
|
-888,651
|
-53%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
-$712K
|
-16,760
|
-2%
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$24.9M
|
+$3.61M
|
+85,132
|
+17%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
+$395K
|
+9,315
|
+2%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$24.8M
|
-$665K
|
-15,653
|
-3%
|
|
|
18
|
Good Life Advisors
Reading,
Pennsylvania
|
$24.7M
|
+$629K
|
+14,827
|
+3%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$24.5M
|
-$285K
|
-6,723
|
-2%
|
|
|
20
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$24M
|
-$14.3M
|
-337,356
|
-37%
|
|
|
21
|
Peterson Wealth Advisors
Orem,
Utah
|
$23.2M
|
+$483K
|
+11,366
|
+2%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$22.1M
|
+$11.2M
|
+263,580
|
+103%
|
|
|
23
|
ACT Advisors
Asheville,
North Carolina
|
$22M
|
+$21.9M
|
+516,875
|
New
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.7M
|
+$20.9M
|
+492,645
|
+2,859%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.2M
|
+$7.53M
|
+177,274
|
+55%
|
|
