|
1
|
Creative Planning
Overland Park,
Kansas
|
$259M
|
-$25.1M
|
-440,769
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$66.6M
|
+$1.38M
|
+24,236
|
+2%
|
|
|
3
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$33M
|
+$371K
|
+6,533
|
+1%
|
|
|
4
|
|
$30M
|
+$1.62M
|
+28,543
|
+6%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$29.2M
|
+$69.1K
|
+1,215
|
+0.2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$25.4M
|
-$1.26M
|
-22,164
|
-5%
|
|
|
7
|
Unison Advisors
Washington,
District of Columbia
|
$25.4M
|
+$144K
|
+2,530
|
+0.6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.7M
|
+$842K
|
+14,803
|
+4%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.9M
|
+$742K
|
+13,043
|
+3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.4M
|
-$18.8K
|
-331
|
-0.1%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20.8M
|
+$1.26M
|
+22,128
|
+6%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18.7M
|
+$18.2M
|
+320,773
|
+4,945%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$17.5M
|
+$1.7M
|
+29,927
|
+11%
|
|
|
14
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$16.6M
|
+$257K
|
+4,528
|
+2%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$16.3M
|
+$442K
|
+7,770
|
+3%
|
|
|
16
|
Park Avenue Securities
New York
|
$14.3M
|
+$619K
|
+10,895
|
+5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$380K
|
+6,689
|
+3%
|
|
|
18
|
BIP Wealth
Atlanta,
Georgia
|
$9.96M
|
-$573K
|
-10,086
|
-5%
|
|
|
19
|
|
$9.85M
|
-$249K
|
-4,382
|
-2%
|
|
|
20
|
Checchi Capital Advisers
Beverly Hills,
California
|
$9.73M
|
+$1.09M
|
+19,193
|
+13%
|
|
|
21
|
Neumann Capital Management
Foster City,
California
|
$9.02M
|
-$182K
|
-3,196
|
-2%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.84M
|
+$643K
|
+11,312
|
+8%
|
|
|
23
|
Portland Global Advisors
Portland,
Maine
|
$8.23M
|
+$137K
|
+2,404
|
+2%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$8.06M
|
-$2.18M
|
-38,426
|
-21%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$7.85M
|
+$222K
|
+3,897
|
+3%
|
|
