|
1
|
Creative Planning
Overland Park,
Kansas
|
$283M
|
-$26.5M
|
-468,226
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$65.1M
|
+$1.94M
|
+34,261
|
+3%
|
|
|
3
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$32.5M
|
+$788K
|
+13,902
|
+2%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$29.1M
|
+$111K
|
+1,965
|
+0.4%
|
|
|
5
|
|
$28.3M
|
-$431K
|
-7,613
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$26.6M
|
+$2.56M
|
+45,161
|
+11%
|
|
|
7
|
Unison Advisors
Washington,
District of Columbia
|
$25.2M
|
-$5.21M
|
-91,987
|
-17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
-$1.25M
|
-22,137
|
-5%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.1M
|
+$432K
|
+7,620
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.4M
|
+$19.6M
|
+345,720
|
+1,183%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$21.2M
|
+$13M
|
+229,008
|
+160%
|
|
|
12
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$20.3M
|
+$15.4M
|
+271,528
|
+326%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19.4M
|
+$324K
|
+5,723
|
+2%
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$16.5M
|
+$276K
|
+4,863
|
+2%
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$16.3M
|
+$306K
|
+5,406
|
+2%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$15.9M
|
+$588K
|
+10,382
|
+4%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$15.8M
|
+$1.66M
|
+29,290
|
+12%
|
|
|
18
|
Park Avenue Securities
New York
|
$13.6M
|
+$336K
|
+5,925
|
+3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
-$193K
|
-3,404
|
-1%
|
|
|
20
|
BIP Wealth
Atlanta,
Georgia
|
$10.5M
|
-$1.19M
|
-20,960
|
-10%
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
$10.2M
|
-$88.3K
|
-1,559
|
-0.9%
|
|
|
22
|
|
$10.1M
|
-$243K
|
-4,290
|
-2%
|
|
|
23
|
Neumann Capital Management
Foster City,
California
|
$9.18M
|
-$100K
|
-1,767
|
-1%
|
|
|
24
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.61M
|
-$186K
|
-3,291
|
-2%
|
|
|
25
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.17M
|
+$790K
|
+13,939
|
+11%
|
|
