|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.44B
|
+$90.6M
|
+1,951,499
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$63.9M
|
+$368K
|
+7,919
|
+0.6%
|
|
|
3
|
Unison Advisors
Washington,
District of Columbia
|
$52.5M
|
-$1.25M
|
-26,864
|
-2%
|
|
|
4
|
|
$35.6M
|
+$117K
|
+2,516
|
+0.3%
|
|
|
5
|
|
$30.1M
|
+$1.96M
|
+42,126
|
+7%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$22.4M
|
+$1.16M
|
+24,902
|
+5%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$21.2M
|
-$1.27M
|
-27,330
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
-$515K
|
-11,094
|
-2%
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$18.1M
|
-$26.1K
|
-563
|
-0.1%
|
|
|
10
|
Boston Financial Management
Boston,
Massachusetts
|
$16.9M
|
+$224K
|
+4,831
|
+1%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13.9M
|
+$317K
|
+6,823
|
+2%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$13.2M
|
–
|
–
|
–
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$13.2M
|
-$60.4K
|
-1,302
|
-0.5%
|
|
|
14
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$12.9M
|
-$681K
|
-14,661
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
+$1.76M
|
+37,832
|
+16%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$11.9M
|
+$75.3K
|
+1,621
|
+0.6%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$11.8M
|
+$433K
|
+9,320
|
+4%
|
|
|
18
|
Relative Value Partners Group
|
$11M
|
+$5.57K
|
+120
|
+0.1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.7M
|
+$644K
|
+13,876
|
+6%
|
|
|
20
|
BIP Wealth
Atlanta,
Georgia
|
$10.4M
|
+$1.29M
|
+27,887
|
+14%
|
|
|
21
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$10.3M
|
+$229K
|
+4,934
|
+2%
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
$9.71M
|
-$242K
|
-5,212
|
-2%
|
|
|
23
|
Csenge Advisory Group
Clearwater,
Florida
|
$9.43M
|
+$352K
|
+7,584
|
+4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.28M
|
+$2M
|
+43,058
|
+28%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$8.59M
|
-$699K
|
-15,054
|
-8%
|
|
