|
1
|
Creative Planning
Overland Park,
Kansas
|
$475M
|
+$34.1M
|
+815,188
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
-$2.67M
|
-63,850
|
-7%
|
|
|
3
|
Palladium Partners
Norfolk,
Virginia
|
$25.6M
|
+$453K
|
+10,830
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
-$362K
|
-8,658
|
-2%
|
|
|
5
|
|
$19.6M
|
-$586K
|
-13,997
|
-3%
|
|
|
6
|
Boston Financial Management
Boston,
Massachusetts
|
$14.2M
|
+$104K
|
+2,476
|
+0.7%
|
|
|
7
|
Efficient Advisors
Mason,
Ohio
|
$13.4M
|
-$216K
|
-5,168
|
-2%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$12M
|
+$71.6K
|
+1,710
|
+0.6%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$11.8M
|
–
|
–
|
–
|
|
|
10
|
America First Investment Advisors
Omaha,
Nebraska
|
$11.5M
|
-$76.1K
|
-1,817
|
-0.7%
|
|
|
11
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$11.3M
|
-$48.3K
|
-1,154
|
-0.4%
|
|
|
12
|
3D Asset Management
Hartford,
Connecticut
|
$10.6M
|
-$1.54M
|
-36,883
|
-13%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.94M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.86M
|
-$235K
|
-5,606
|
-3%
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$7.51M
|
-$125K
|
-2,991
|
-2%
|
|
|
16
|
Neumann Capital Management
Foster City,
California
|
$6.61M
|
-$457K
|
-10,928
|
-6%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$6.23M
|
+$751K
|
+17,948
|
+14%
|
|
|
18
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$6.02M
|
+$390K
|
+9,315
|
+7%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$5.86M
|
-$2.19M
|
-52,243
|
-27%
|
|
|
20
|
|
$5.7M
|
-$3.17M
|
-75,762
|
-35%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.47M
|
+$1.53M
|
+36,457
|
+51%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.01M
|
+$374K
|
+8,934
|
+10%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.99M
|
-$148K
|
-3,526
|
-4%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$3.9M
|
+$406K
|
+9,710
|
+11%
|
|
|
25
|
Unison Advisors
Washington,
District of Columbia
|
$3.65M
|
+$76.8K
|
+1,834
|
+2%
|
|
