|
1
|
Creative Planning
Overland Park,
Kansas
|
$416M
|
+$91.8M
|
+2,474,191
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$34.9M
|
-$9.03M
|
-243,311
|
-21%
|
|
|
3
|
Palladium Partners
Norfolk,
Virginia
|
$23.7M
|
-$1.87M
|
-50,350
|
-8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
-$2.32M
|
-62,447
|
-10%
|
|
|
5
|
|
$19M
|
-$1M
|
-27,023
|
-5%
|
|
|
6
|
Boston Financial Management
Boston,
Massachusetts
|
$13.3M
|
+$931K
|
+25,109
|
+8%
|
|
|
7
|
Efficient Advisors
Mason,
Ohio
|
$12.9M
|
+$816K
|
+22,005
|
+7%
|
|
|
8
|
3D Asset Management
Hartford,
Connecticut
|
$11.4M
|
-$2.03M
|
-54,664
|
-16%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$11.2M
|
+$868K
|
+23,402
|
+9%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$11.1M
|
–
|
–
|
–
|
|
|
11
|
America First Investment Advisors
Omaha,
Nebraska
|
$10.9M
|
-$25.4K
|
-686
|
-0.2%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$10.7M
|
+$1.48M
|
+40,034
|
+17%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.94M
|
+$558K
|
+15,036
|
+6%
|
|
|
14
|
|
$8.34M
|
+$7.93M
|
+213,679
|
New
|
|
|
15
|
First Wilshire Securities Management
Pasadena,
California
|
$7.74M
|
-$184K
|
-4,953
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.63M
|
+$2.26M
|
+60,863
|
+45%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$7.57M
|
+$3.85M
|
+103,728
|
+115%
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$7.2M
|
-$623K
|
-16,784
|
-8%
|
|
|
19
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$6.85M
|
+$1.68M
|
+45,315
|
+35%
|
|
|
20
|
Neumann Capital Management
Foster City,
California
|
$6.66M
|
-$182K
|
-4,910
|
-3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.57M
|
-$1.08M
|
-29,160
|
-17%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.31M
|
-$429K
|
-11,575
|
-8%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$5.18M
|
+$4.93M
|
+132,825
|
New
|
|
|
24
|
Capital One Financial
Mclean,
Virginia
|
$4.65M
|
+$409K
|
+11,023
|
+10%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
-$11.8M
|
-317,238
|
-73%
|
|
