|
1
|
Creative Planning
Overland Park,
Kansas
|
$2.62B
|
+$77.1M
|
+1,676,572
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$457M
|
+$6.56M
|
+142,595
|
+1%
|
|
|
3
|
Tiedemann Advisors
New York
|
$252M
|
-$1.96M
|
-42,626
|
-0.7%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$243M
|
+$4.35M
|
+94,664
|
+2%
|
|
|
5
|
|
$115M
|
+$4.04M
|
+87,841
|
+3%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$114M
|
+$26.8M
|
+582,359
|
+29%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$100M
|
+$14M
|
+304,723
|
+15%
|
|
|
8
|
Bridgeworth
Birmingham,
Alabama
|
$73.6M
|
-$590K
|
-12,823
|
-0.8%
|
|
|
9
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$59.4M
|
+$2.99M
|
+65,134
|
+5%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$58.8M
|
+$3.68M
|
+80,133
|
+6%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$55M
|
+$2.44M
|
+52,980
|
+4%
|
|
|
12
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$55M
|
+$8.05M
|
+175,068
|
+16%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.4M
|
+$12.6M
|
+273,081
|
+32%
|
|
|
14
|
Auto-Owners Insurance
Lansing,
Michigan
|
$45.5M
|
–
|
–
|
–
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.2M
|
+$5.09M
|
+110,663
|
+15%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$33.6M
|
-$647K
|
-14,077
|
-2%
|
|
|
17
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$30.9M
|
-$1.26M
|
-27,444
|
-4%
|
|
|
18
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$30.1M
|
+$921K
|
+20,031
|
+3%
|
|
|
19
|
Waller Financial Planning Group
Columbus,
Ohio
|
$30M
|
-$252K
|
-5,485
|
-0.8%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
-$2.91M
|
-63,395
|
-9%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$26.3M
|
+$1.52M
|
+32,984
|
+6%
|
|
|
22
|
Peterson Wealth Advisors
Orem,
Utah
|
$25.5M
|
+$724K
|
+15,747
|
+3%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$25.2M
|
-$329K
|
-7,148
|
-1%
|
|
|
24
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$24.8M
|
-$1.91M
|
-41,580
|
-7%
|
|
|
25
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$24.4M
|
-$10.6M
|
-230,158
|
-29%
|
|
