|
1
|
Creative Planning
Overland Park,
Kansas
|
$184M
|
+$122M
|
+2,677,553
|
+182%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$86.1M
|
-$6.53M
|
-142,700
|
-7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$37.2M
|
-$649K
|
-14,197
|
-2%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$30.3M
|
+$12M
|
+262,568
|
+62%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$28M
|
-$691K
|
-15,104
|
-2%
|
|
|
6
|
Parsec Financial Management
Asheville,
North Carolina
|
$24.7M
|
-$1.49M
|
-32,597
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$22.5M
|
-$2.8M
|
-61,143
|
-11%
|
|
|
8
|
|
$20.6M
|
-$667K
|
-14,575
|
-3%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$17.7M
|
-$14M
|
-306,078
|
-43%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$14.2M
|
+$377K
|
+8,247
|
+3%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$14.2M
|
+$6.54K
|
+143
|
+0%
|
|
|
12
|
America First Investment Advisors
Omaha,
Nebraska
|
$12.2M
|
+$169K
|
+3,698
|
+1%
|
|
|
13
|
Efficient Advisors
Mason,
Ohio
|
$12M
|
+$288K
|
+6,301
|
+2%
|
|
|
14
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$10.9M
|
+$408K
|
+8,926
|
+4%
|
|
|
15
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$10.7M
|
-$13.4K
|
-294
|
-0.1%
|
|
|
16
|
First Wilshire Securities Management
Pasadena,
California
|
$10.5M
|
+$10.8M
|
+236,639
|
New
|
|
|
17
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$10.1M
|
+$787K
|
+17,199
|
+8%
|
|
|
18
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.87M
|
+$1.22M
|
+26,718
|
+14%
|
|
|
19
|
|
$7.75M
|
+$49.6K
|
+1,084
|
+0.6%
|
|
|
20
|
Neumann Capital Management
Foster City,
California
|
$7.42M
|
+$23.7K
|
+518
|
+0.3%
|
|
|
21
|
Stratford Consulting
Addison,
Texas
|
$7.21M
|
+$351K
|
+7,677
|
+5%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$6.7M
|
+$108K
|
+2,355
|
+2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.63M
|
+$191K
|
+4,182
|
+3%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$6.12M
|
+$104K
|
+2,274
|
+2%
|
|
|
25
|
Community Financial Services Group
Newport,
Vermont
|
$6.05M
|
+$206K
|
+4,495
|
+3%
|
|
