|
1
|
Creative Planning
Overland Park,
Kansas
|
$286M
|
+$84.3M
|
+1,838,798
|
+44%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$82.6M
|
-$9.89M
|
-215,694
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$41.3M
|
+$1.04M
|
+22,625
|
+3%
|
|
|
4
|
Victory Capital Management
San Antonio,
Texas
|
$32.7M
|
–
|
–
|
–
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$30.9M
|
+$1.45M
|
+31,539
|
+5%
|
|
|
6
|
|
$24.1M
|
+$1.84M
|
+40,103
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$24M
|
-$306K
|
-6,679
|
-1%
|
|
|
8
|
Parsec Financial Management
Asheville,
North Carolina
|
$21M
|
-$5.46M
|
-119,101
|
-21%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$19.1M
|
–
|
–
|
–
|
|
|
10
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$18.1M
|
+$17.3M
|
+378,268
|
New
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$15.7M
|
+$321K
|
+7,007
|
+2%
|
|
|
12
|
Boston Financial Management
Boston,
Massachusetts
|
$15.4M
|
+$58.8K
|
+1,282
|
+0.4%
|
|
|
13
|
American Financial Advisors
Marietta,
Georgia
|
$14.7M
|
+$15.3M
|
+333,852
|
New
|
|
|
14
|
Efficient Advisors
Mason,
Ohio
|
$13.7M
|
+$686K
|
+14,964
|
+6%
|
|
|
15
|
America First Investment Advisors
Omaha,
Nebraska
|
$13.4M
|
+$247K
|
+5,387
|
+2%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$12.2M
|
+$385K
|
+8,396
|
+3%
|
|
|
17
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$11.6M
|
+$711K
|
+15,506
|
+7%
|
|
|
18
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$11.5M
|
-$6.33K
|
-138
|
-0.1%
|
|
|
19
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$11.3M
|
+$598K
|
+13,042
|
+6%
|
|
|
20
|
First Wilshire Securities Management
Pasadena,
California
|
$10.2M
|
-$1.1M
|
-24,094
|
-10%
|
|
|
21
|
Neumann Capital Management
Foster City,
California
|
$8.19M
|
+$178K
|
+3,884
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.02M
|
+$824K
|
+17,971
|
+12%
|
|
|
23
|
Stratford Consulting
Addison,
Texas
|
$7.83M
|
+$42.7K
|
+931
|
+0.6%
|
|
|
24
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.25M
|
+$24.8K
|
+540
|
+0.4%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$6.8M
|
+$6.51M
|
+142,004
|
New
|
|
