|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.13B
|
+$100M
|
+2,022,933
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$42M
|
+$6.46M
|
+130,183
|
+16%
|
|
|
3
|
|
$32.6M
|
+$36.3M
|
+731,341
|
New
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$25.3M
|
+$526K
|
+10,595
|
+2%
|
|
|
5
|
|
$23.1M
|
+$760K
|
+15,322
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21.7M
|
+$2.98M
|
+60,020
|
+14%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.7M
|
+$3.87M
|
+78,105
|
+22%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$17.6M
|
-$275K
|
-5,536
|
-1%
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$17M
|
+$674K
|
+13,584
|
+4%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$16.4M
|
+$1.42M
|
+28,684
|
+8%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$15.4M
|
-$152K
|
-3,060
|
-0.9%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$13.1M
|
+$269K
|
+5,422
|
+2%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$12.8M
|
-$1.04M
|
-21,047
|
-7%
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
$12.7M
|
–
|
–
|
–
|
|
|
15
|
America First Investment Advisors
Omaha,
Nebraska
|
$12.6M
|
+$138K
|
+2,775
|
+1%
|
|
|
16
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$10.6M
|
+$878K
|
+17,704
|
+8%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
$9.55M
|
-$655K
|
-13,212
|
-6%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$8.95M
|
+$4.46M
|
+89,918
|
+80%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.51M
|
+$544K
|
+10,975
|
+6%
|
|
|
20
|
|
$7.54M
|
-$7.73M
|
-155,882
|
-48%
|
|
|
21
|
Neumann Capital Management
Foster City,
California
|
$7.13M
|
+$55.6K
|
+1,120
|
+0.7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.88M
|
+$4.1M
|
+82,629
|
+115%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$5.89M
|
+$143K
|
+2,885
|
+2%
|
|
|
24
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$5.34M
|
+$5.93M
|
+119,542
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.05M
|
-$1.68M
|
-33,941
|
-23%
|
|
