|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.1B
|
+$120M
|
+2,278,352
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$40.2M
|
+$2.63M
|
+49,989
|
+7%
|
|
|
3
|
Palladium Partners
Norfolk,
Virginia
|
$38M
|
-$541K
|
-10,278
|
-1%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$28.4M
|
+$1.21M
|
+23,043
|
+4%
|
|
|
5
|
|
$25.7M
|
+$3.13M
|
+59,500
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
-$4.63M
|
-87,973
|
-18%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$19.8M
|
+$18.4M
|
+348,689
|
+1,327%
|
|
|
8
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$19M
|
+$18.8M
|
+357,922
|
New
|
|
|
9
|
Boston Financial Management
Boston,
Massachusetts
|
$18.5M
|
-$253K
|
-4,800
|
-1%
|
|
|
10
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$17.6M
|
+$967K
|
+18,378
|
+6%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$16.3M
|
+$294K
|
+5,584
|
+2%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$15M
|
–
|
–
|
–
|
|
|
13
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$14.9M
|
+$386K
|
+7,339
|
+3%
|
|
|
14
|
America First Investment Advisors
Omaha,
Nebraska
|
$14.6M
|
+$413K
|
+7,839
|
+3%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$14.5M
|
+$330K
|
+6,273
|
+2%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.6M
|
+$8.55M
|
+162,537
|
+172%
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$11.5M
|
+$11.4M
|
+216,709
|
New
|
|
|
18
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$10.5M
|
+$450K
|
+8,545
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$2.52M
|
+47,904
|
+32%
|
|
|
20
|
Neumann Capital Management
Foster City,
California
|
$8.53M
|
+$136K
|
+2,577
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.4M
|
+$241K
|
+4,574
|
+3%
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$6.15M
|
+$169K
|
+3,213
|
+3%
|
|
|
23
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$6.13M
|
+$6.09M
|
+115,738
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$6.07M
|
-$455K
|
-8,653
|
-7%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$5.89M
|
+$172K
|
+3,272
|
+3%
|
|
