|
1
|
Creative Planning
Overland Park,
Kansas
|
$864K
|
+$314K
|
+12,215
|
+62%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$653K
|
-$950
|
-37
|
-0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$457K
|
+$23.7K
|
+923
|
+6%
|
|
|
4
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$329K
|
–
|
–
|
–
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$316K
|
+$300K
|
+11,671
|
New
|
|
|
7
|
Mutual Advisors
Omaha,
Nebraska
|
$315K
|
+$299K
|
+11,633
|
New
|
|
|
8
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$266K
|
-$5.11K
|
-199
|
-2%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$246K
|
+$233K
|
+9,071
|
New
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$234K
|
+$221K
|
+8,620
|
New
|
|
|
11
|
Meeder Advisory Services
Dublin,
Ohio
|
$234K
|
+$221K
|
+8,620
|
New
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$234K
|
+$221K
|
+8,620
|
New
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$222K
|
–
|
–
|
–
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$208K
|
–
|
–
|
–
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$107K
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$69.4K
|
–
|
–
|
–
|
|
|
17
|
Trust Company
Manhattan,
Kansas
|
$64.9K
|
+$61.5K
|
+2,393
|
New
|
|
|
18
|
|
$51.4K
|
+$51
|
+2
|
+0.1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48.7K
|
-$10.7K
|
-417
|
-19%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36K
|
–
|
–
|
–
|
|
|
21
|
CoreCap Advisors
Southfield,
Michigan
|
$33.4K
|
+$31.7K
|
+1,234
|
New
|
|
|
22
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$16.9K
|
–
|
–
|
–
|
|
|
23
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$13K
|
+$12.4K
|
+481
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$9.62K
|
-$10.2K
|
-398
|
-53%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$7.54K
|
–
|
–
|
–
|
|
