|
1
|
Creative Planning
Overland Park,
Kansas
|
$763M
|
+$94.2M
|
+1,899,186
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$35.1M
|
-$7.57M
|
-152,624
|
-18%
|
|
|
3
|
Palladium Partners
Norfolk,
Virginia
|
$33.3M
|
+$1.03M
|
+20,760
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$1.19M
|
+23,913
|
+4%
|
|
|
5
|
|
$24.1M
|
-$159K
|
-3,207
|
-0.7%
|
|
|
6
|
Boston Financial Management
Boston,
Massachusetts
|
$17.7M
|
-$38.3K
|
-771
|
-0.2%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$15.6M
|
+$183K
|
+3,686
|
+1%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$14.6M
|
–
|
–
|
–
|
|
|
9
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.6M
|
+$785K
|
+15,820
|
+6%
|
|
|
10
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$14.5M
|
+$186K
|
+3,755
|
+1%
|
|
|
11
|
America First Investment Advisors
Omaha,
Nebraska
|
$13.5M
|
-$204K
|
-4,121
|
-2%
|
|
|
12
|
Efficient Advisors
Mason,
Ohio
|
$13.3M
|
-$1.97M
|
-39,766
|
-13%
|
|
|
13
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.18M
|
+$988K
|
+19,906
|
+13%
|
|
|
14
|
Capital Management
Glen Allen,
Virginia
|
$8.16M
|
+$5.52M
|
+111,283
|
+233%
|
|
|
15
|
Neumann Capital Management
Foster City,
California
|
$8.08M
|
-$5.95K
|
-120
|
-0.1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.83M
|
-$1.6M
|
-32,237
|
-17%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6.77M
|
+$2.17M
|
+43,802
|
+50%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$6.74M
|
+$6.52M
|
+131,330
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$5.89M
|
+$718K
|
+14,477
|
+14%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.64M
|
+$856K
|
+17,247
|
+19%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$5.08M
|
+$1.05M
|
+21,144
|
+27%
|
|
|
22
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$4.92M
|
+$670K
|
+13,505
|
+16%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.49M
|
-$701K
|
-14,140
|
-14%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$4.49M
|
+$619K
|
+12,468
|
+17%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$4.48M
|
+$4.33M
|
+87,328
|
+349,312%
|
|
