|
1
|
Creative Planning
Overland Park,
Kansas
|
$703M
|
-$176M
|
-3,374,102
|
-20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$63.2M
|
+$39.9K
|
+767
|
+0.1%
|
|
|
3
|
Unison Advisors
Washington,
District of Columbia
|
$43.8M
|
-$355K
|
-6,819
|
-0.8%
|
|
|
4
|
|
$38.5M
|
+$1.76M
|
+33,731
|
+5%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$34.4M
|
+$33.4M
|
+640,785
|
New
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$34.3M
|
+$8.51M
|
+163,390
|
+34%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$30.5M
|
-$257K
|
-4,929
|
-0.9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$27.4M
|
-$383K
|
-7,362
|
-1%
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$22.5M
|
-$5.05K
|
-97
|
-0%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
+$1.19M
|
+22,868
|
+6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$20M
|
-$138K
|
-2,652
|
-0.7%
|
|
|
12
|
Boston Financial Management
Boston,
Massachusetts
|
$19.5M
|
-$399K
|
-7,660
|
-2%
|
|
|
13
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.5M
|
-$641K
|
-12,313
|
-3%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17M
|
+$2.1M
|
+40,270
|
+15%
|
|
|
15
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$15.4M
|
+$119K
|
+2,276
|
+0.8%
|
|
|
16
|
Victory Capital Management
San Antonio,
Texas
|
$15.3M
|
–
|
–
|
–
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$14.9M
|
+$94.4K
|
+1,812
|
+0.7%
|
|
|
18
|
BIP Wealth
Atlanta,
Georgia
|
$13.8M
|
+$1.34M
|
+25,791
|
+11%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$13.5M
|
+$13.2M
|
+252,739
|
New
|
|
|
20
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$12.4M
|
-$205K
|
-3,930
|
-2%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$12.4M
|
+$1.14M
|
+21,828
|
+10%
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.4M
|
+$89.9K
|
+1,726
|
+0.8%
|
|
|
23
|
Checchi Capital Advisers
Beverly Hills,
California
|
$12.3M
|
+$1.44M
|
+27,616
|
+14%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$12M
|
+$9.18M
|
+176,214
|
+369%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.9M
|
+$324K
|
+6,213
|
+3%
|
|
