|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.07B
|
+$71.4M
|
+1,616,488
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.3M
|
+$4.23M
|
+95,716
|
+10%
|
|
|
3
|
|
$29.2M
|
+$77.5K
|
+1,756
|
+0.2%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$23.4M
|
+$888K
|
+20,109
|
+4%
|
|
|
5
|
|
$19.8M
|
-$822K
|
-18,628
|
-4%
|
|
|
6
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.8M
|
+$2.46M
|
+55,815
|
+13%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$17.4M
|
+$1.78M
|
+40,323
|
+10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
-$2.31M
|
-52,366
|
-11%
|
|
|
9
|
Aprio Wealth Management
Atlanta,
Georgia
|
$15.5M
|
+$955K
|
+21,623
|
+6%
|
|
|
10
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$15.1M
|
+$129K
|
+2,923
|
+0.8%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$13.7M
|
-$16.3K
|
-370
|
-0.1%
|
|
|
12
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$11.8M
|
+$136K
|
+3,077
|
+1%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$11.8M
|
+$412K
|
+9,332
|
+3%
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
$11.3M
|
–
|
–
|
–
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$11M
|
+$12.1M
|
+275,024
|
New
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
$9.04M
|
+$582K
|
+13,173
|
+6%
|
|
|
17
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.8M
|
-$728K
|
-16,492
|
-7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$8.35M
|
+$370K
|
+8,383
|
+4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.82M
|
+$247K
|
+5,596
|
+3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$7.74M
|
+$1.78M
|
+40,243
|
+26%
|
|
|
21
|
Csenge Advisory Group
Clearwater,
Florida
|
$7.32M
|
+$3.15M
|
+71,347
|
+63%
|
|
|
22
|
Neumann Capital Management
Foster City,
California
|
$6.59M
|
+$249K
|
+5,644
|
+4%
|
|
|
23
|
Relative Value Partners Group
|
$6.15M
|
+$2.81M
|
+63,707
|
+70%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$5.38M
|
+$132K
|
+2,980
|
+2%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.03M
|
+$3.28M
|
+74,373
|
+143%
|
|
