|
1
|
Creative Planning
Overland Park,
Kansas
|
$3.53B
|
+$195M
|
+3,917,111
|
+6%
|
|
|
2
|
|
$775M
|
+$722M
|
+14,522,420
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$602M
|
+$6.18M
|
+124,311
|
+1%
|
|
|
4
|
|
$310M
|
-$2.33M
|
-46,856
|
-0.8%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$303M
|
+$3.25M
|
+65,310
|
+1%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$256M
|
+$23M
|
+463,113
|
+11%
|
|
|
7
|
|
$165M
|
-$135M
|
-2,721,591
|
-47%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$136M
|
+$152K
|
+3,062
|
+0.1%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$82.9M
|
+$5.38M
|
+108,178
|
+7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$78.1M
|
+$58.4M
|
+1,174,665
|
+406%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$61.1M
|
-$819K
|
-16,474
|
-1%
|
|
|
12
|
Auto-Owners Insurance
Lansing,
Michigan
|
$55.6M
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$55.4M
|
+$4.46M
|
+89,620
|
+9%
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$48.3M
|
+$6.21M
|
+124,810
|
+16%
|
|
|
15
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$46.2M
|
+$353K
|
+7,094
|
+0.8%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.8M
|
-$5.24M
|
-105,415
|
-11%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$38.3M
|
+$9.01M
|
+181,163
|
+34%
|
|
|
18
|
Waller Financial Planning Group
Columbus,
Ohio
|
$36.3M
|
-$601K
|
-12,090
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.8M
|
-$1.99M
|
-40,003
|
-6%
|
|
|
20
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$34.1M
|
-$24.3M
|
-487,840
|
-43%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$33.6M
|
-$10.5M
|
-210,554
|
-25%
|
|
|
22
|
Peterson Wealth Advisors
Orem,
Utah
|
$32.7M
|
+$650K
|
+13,072
|
+2%
|
|
|
23
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$30.5M
|
-$219K
|
-4,408
|
-0.8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.2M
|
-$997K
|
-20,054
|
-3%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$29.7M
|
+$1.75M
|
+35,141
|
+7%
|
|
