|
1
|
Creative Planning
Overland Park,
Kansas
|
$271M
|
+$93.6M
|
+2,215,163
|
+37%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$37.6M
|
-$24.9M
|
-589,210
|
-34%
|
|
|
3
|
Palladium Partners
Norfolk,
Virginia
|
$21.7M
|
+$536K
|
+12,689
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
-$10.5M
|
-247,832
|
-29%
|
|
|
5
|
|
$17M
|
+$401K
|
+9,496
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
-$2.81M
|
-66,581
|
-13%
|
|
|
7
|
3D Asset Management
Hartford,
Connecticut
|
$11.5M
|
+$14.1M
|
+333,845
|
+2,354%
|
|
|
8
|
Boston Financial Management
Boston,
Massachusetts
|
$10.4M
|
-$303K
|
-7,182
|
-2%
|
|
|
9
|
Efficient Advisors
Mason,
Ohio
|
$10.2M
|
+$899K
|
+21,294
|
+7%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$9.39M
|
-$16.9M
|
-399,145
|
-58%
|
|
|
11
|
America First Investment Advisors
Omaha,
Nebraska
|
$9.25M
|
-$40K
|
-946
|
-0.3%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$8.73M
|
+$909K
|
+21,525
|
+9%
|
|
|
13
|
Parsec Financial Management
Asheville,
North Carolina
|
$8M
|
-$8.33M
|
-197,136
|
-45%
|
|
|
14
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.92M
|
+$170K
|
+4,016
|
+2%
|
|
|
15
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$7.73M
|
-$901K
|
-21,320
|
-8%
|
|
|
16
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$7.7M
|
-$359K
|
-8,491
|
-4%
|
|
|
17
|
First Wilshire Securities Management
Pasadena,
California
|
$6.72M
|
-$390K
|
-9,229
|
-4%
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$6.65M
|
+$4.38M
|
+103,609
|
+106%
|
|
|
19
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$6.55M
|
+$8.6M
|
+203,635
|
New
|
|
|
20
|
Neumann Capital Management
Foster City,
California
|
$5.8M
|
+$182K
|
+4,315
|
+3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.68M
|
+$179K
|
+4,232
|
+3%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.88M
|
-$164K
|
-3,890
|
-3%
|
|
|
23
|
Community Financial Services Group
Newport,
Vermont
|
$4.79M
|
+$156K
|
+3,700
|
+3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.45M
|
+$660K
|
+15,619
|
+13%
|
|
|
25
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.3M
|
+$597K
|
+14,124
|
+12%
|
|
