|
1
|
Creative Planning
Overland Park,
Kansas
|
$619M
|
+$66M
|
+1,481,743
|
+13%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$39.9M
|
+$236K
|
+5,288
|
+0.6%
|
|
|
3
|
Palladium Partners
Norfolk,
Virginia
|
$30M
|
+$460K
|
+10,326
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$25.9M
|
-$17.4K
|
-391
|
-0.1%
|
|
|
5
|
|
$22.6M
|
-$16.4K
|
-367
|
-0.1%
|
|
|
6
|
Boston Financial Management
Boston,
Massachusetts
|
$16.5M
|
+$158K
|
+3,534
|
+1%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$14.4M
|
+$524K
|
+11,764
|
+4%
|
|
|
8
|
Efficient Advisors
Mason,
Ohio
|
$14.3M
|
-$1.13M
|
-25,393
|
-8%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$13.6M
|
–
|
–
|
–
|
|
|
10
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$13.3M
|
+$249K
|
+5,587
|
+2%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$12.8M
|
+$601K
|
+13,477
|
+5%
|
|
|
12
|
America First Investment Advisors
Omaha,
Nebraska
|
$12.7M
|
-$500K
|
-11,212
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.83M
|
-$221K
|
-4,957
|
-3%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$8.23M
|
-$406K
|
-9,117
|
-5%
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$8.03M
|
+$7.5M
|
+168,245
|
New
|
|
|
16
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.59M
|
+$606K
|
+13,598
|
+9%
|
|
|
17
|
Neumann Capital Management
Foster City,
California
|
$7.52M
|
-$97.9K
|
-2,197
|
-1%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.86M
|
+$238K
|
+5,344
|
+6%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$4.79M
|
+$265K
|
+5,945
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$4.43M
|
-$185K
|
-4,153
|
-4%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$4.34M
|
+$2.84M
|
+63,811
|
+236%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.21M
|
+$664K
|
+14,897
|
+20%
|
|
|
23
|
Berger Financial Group
Plymouth,
Minnesota
|
$4.21M
|
+$3.93M
|
+88,118
|
New
|
|
|
24
|
Unison Advisors
Washington,
District of Columbia
|
$4.07M
|
-$131K
|
-2,929
|
-3%
|
|
|
25
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.03M
|
-$151K
|
-3,393
|
-4%
|
|
