|
1
|
Creative Planning
Overland Park,
Kansas
|
$340M
|
-$92.5M
|
-1,885,753
|
-21%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.9M
|
-$5.09M
|
-103,718
|
-9%
|
|
|
3
|
Unison Advisors
Washington,
District of Columbia
|
$34.7M
|
-$4.36M
|
-88,935
|
-11%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$32.9M
|
+$1.42M
|
+28,908
|
+4%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$27.6M
|
+$1.76M
|
+35,928
|
+7%
|
|
|
6
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$26.3M
|
+$435K
|
+8,874
|
+2%
|
|
|
7
|
|
$23.6M
|
-$2.11M
|
-43,061
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$20.3M
|
-$4.6M
|
-93,850
|
-18%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$270K
|
+5,506
|
+1%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$19.1M
|
+$319K
|
+6,510
|
+2%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.9M
|
+$18.2M
|
+371,009
|
New
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$13.2M
|
+$335K
|
+6,834
|
+3%
|
|
|
13
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$13.2M
|
+$802K
|
+16,358
|
+6%
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.4M
|
+$541K
|
+11,032
|
+4%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$12.4M
|
+$847K
|
+17,263
|
+7%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.4M
|
+$2.28M
|
+46,458
|
+22%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
-$2.76M
|
-56,361
|
-19%
|
|
|
18
|
BIP Wealth
Atlanta,
Georgia
|
$11M
|
-$1.77M
|
-36,060
|
-14%
|
|
|
19
|
Park Avenue Securities
New York
|
$10.4M
|
+$403K
|
+8,211
|
+4%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.1M
|
-$5.4M
|
-110,114
|
-34%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$9.71M
|
-$1.13M
|
-22,969
|
-10%
|
|
|
22
|
|
$9.19M
|
-$596K
|
-12,159
|
-6%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$9.07M
|
-$289K
|
-5,885
|
-3%
|
|
|
24
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$9.05M
|
+$1.96M
|
+40,032
|
+27%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$8.94M
|
-$178K
|
-3,632
|
-2%
|
|
