|
1
|
Creative Planning
Overland Park,
Kansas
|
$300M
|
-$82.5M
|
-1,612,214
|
-23%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$61.1M
|
+$529K
|
+10,341
|
+0.9%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$38.8M
|
+$1.11M
|
+21,616
|
+3%
|
|
|
4
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$30.7M
|
+$638K
|
+12,459
|
+2%
|
|
|
5
|
Unison Advisors
Washington,
District of Columbia
|
$29.5M
|
-$9.45M
|
-184,601
|
-26%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$28.1M
|
-$3.27M
|
-63,953
|
-11%
|
|
|
7
|
|
$27.8M
|
+$674K
|
+13,158
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.3M
|
+$1.19M
|
+23,230
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$23.3M
|
+$70.7K
|
+1,381
|
+0.3%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21M
|
+$442K
|
+8,626
|
+2%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18.5M
|
+$4.04M
|
+78,891
|
+31%
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$15.7M
|
+$507K
|
+9,906
|
+4%
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$15.5M
|
+$1.15M
|
+22,531
|
+9%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$14.8M
|
+$531K
|
+10,375
|
+4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$13.6M
|
+$2.36M
|
+46,096
|
+23%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
+$168K
|
+3,279
|
+1%
|
|
|
17
|
Flow Traders U.S.
New York
|
$13M
|
+$12M
|
+234,537
|
New
|
|
|
18
|
Park Avenue Securities
New York
|
$12.9M
|
+$915K
|
+17,875
|
+8%
|
|
|
19
|
BIP Wealth
Atlanta,
Georgia
|
$11.3M
|
-$1.19M
|
-23,328
|
-10%
|
|
|
20
|
Efficient Advisors
Mason,
Ohio
|
$9.99M
|
-$350K
|
-6,840
|
-4%
|
|
|
21
|
|
$9.99M
|
-$482K
|
-9,424
|
-5%
|
|
|
22
|
Neumann Capital Management
Foster City,
California
|
$8.98M
|
-$183K
|
-3,581
|
-2%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.69M
|
+$1.78M
|
+34,682
|
+28%
|
|
|
24
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.51M
|
-$1.26M
|
-24,568
|
-14%
|
|
|
25
|
Csenge Advisory Group
Clearwater,
Florida
|
$8.21M
|
-$27.1K
|
-529
|
-0.3%
|
|
