|
1
|
Creative Planning
Overland Park,
Kansas
|
$437M
|
-$213M
|
-4,170,916
|
-32%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$58.7M
|
+$1.1M
|
+21,537
|
+2%
|
|
|
3
|
Unison Advisors
Washington,
District of Columbia
|
$39.5M
|
-$456K
|
-8,921
|
-1%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$31.9M
|
+$562K
|
+11,002
|
+2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$26.2M
|
-$1.61M
|
-31,458
|
-6%
|
|
|
6
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$26.2M
|
+$6M
|
+117,358
|
+28%
|
|
|
7
|
|
$26.1M
|
-$9.41M
|
-184,193
|
-26%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$25.1M
|
+$207K
|
+4,053
|
+0.8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
+$895K
|
+17,509
|
+5%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$19M
|
-$12.8M
|
-250,651
|
-39%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$17.9M
|
+$151K
|
+2,958
|
+0.8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
+$11M
|
+214,930
|
+143%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.6M
|
+$185K
|
+3,630
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
-$3.99M
|
-78,124
|
-21%
|
|
|
15
|
Victory Capital Management
San Antonio,
Texas
|
$13.9M
|
–
|
–
|
–
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$13.6M
|
+$49K
|
+960
|
+0.3%
|
|
|
17
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$13M
|
+$707K
|
+13,841
|
+5%
|
|
|
18
|
BIP Wealth
Atlanta,
Georgia
|
$12.9M
|
+$430K
|
+8,420
|
+3%
|
|
|
19
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$12.6M
|
+$1.32M
|
+25,748
|
+11%
|
|
|
20
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.1M
|
+$821K
|
+16,067
|
+7%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$11.7M
|
+$442K
|
+8,658
|
+4%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$11M
|
+$11.4M
|
+223,929
|
New
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10.2M
|
+$1.73M
|
+33,792
|
+19%
|
|
|
24
|
Park Avenue Securities
New York
|
$10.1M
|
+$952K
|
+18,637
|
+10%
|
|
|
25
|
|
$9.9M
|
-$690K
|
-13,508
|
-6%
|
|
